ESIT.DE vs. WELU.DE
ESIT.DE (iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc)) and WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) are both Technology Equities funds - ESIT.DE tracks the MSCI World/Information Tech NR USD while WELU.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. Both are passively managed. Over the past 3 years, ESIT.DE returned 24.73%/yr vs 27.35%/yr for WELU.DE. A 0.72 correlation means they provide meaningful diversification when combined. Both charge a 0.18% expense ratio.
Performance
ESIT.DE vs. WELU.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIT.DE achieves a 52.07% return, which is significantly higher than WELU.DE's 21.54% return.
ESIT.DE
- 1D
- 0.17%
- 1M
- 17.90%
- YTD
- 52.07%
- 6M
- 48.91%
- 1Y
- 60.98%
- 3Y*
- 24.73%
- 5Y*
- 15.04%
- 10Y*
- —
WELU.DE
- 1D
- -1.73%
- 1M
- 11.36%
- YTD
- 21.54%
- 6M
- 19.44%
- 1Y
- 43.16%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
ESIT.DE vs. WELU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ESIT.DE iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) | 52.07% | 10.07% | 7.34% | 35.09% | 9.28% |
WELU.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc | 21.54% | 9.54% | 38.64% | 57.43% | 0.20% |
Correlation
The correlation between ESIT.DE and WELU.DE is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.72 |
The correlation between ESIT.DE and WELU.DE has been stable across timeframes, ranging from 0.70 to 0.72 - a consistent structural relationship.
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Return for Risk
ESIT.DE vs. WELU.DE — Risk / Return Rank
ESIT.DE
WELU.DE
ESIT.DE vs. WELU.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) (ESIT.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ESIT.DE | WELU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.35 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.72 | 2.70 | +2.02 |
| Martin ratioReturn relative to average drawdown | 12.60 | 6.94 | +5.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ESIT.DE | WELU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 2.15 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 1.52 | -0.80 |
Drawdowns
ESIT.DE vs. WELU.DE - Drawdown Comparison
The maximum ESIT.DE drawdown since its inception was -38.33%, which is greater than WELU.DE's maximum drawdown of -28.67%. Use the drawdown chart below to compare losses from any high point for ESIT.DE and WELU.DE.
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Drawdown Indicators
| ESIT.DE | WELU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -28.67% | -9.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -16.26% | +3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -27.10% | -28.67% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -38.33% | — | — |
Current DrawdownCurrent decline from peak | -0.39% | -2.65% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -12.02% | -4.74% | -7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 6.35% | -1.45% |
Volatility
ESIT.DE vs. WELU.DE - Volatility Comparison
iShares MSCI Europe Information Technology Sector UCITS ETF EUR (Acc) (ESIT.DE) has a higher volatility of 10.57% compared to Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) at 6.70%. This indicates that ESIT.DE's price experiences larger fluctuations and is considered to be riskier than WELU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIT.DE | WELU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.57% | 6.70% | +3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 14.75% | +6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.89% | 20.41% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.75% | 22.28% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.30% | 22.28% | +3.02% |
ESIT.DE vs. WELU.DE - Expense Ratio Comparison
Both ESIT.DE and WELU.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
ESIT.DE vs. WELU.DE - Dividend Comparison
Neither ESIT.DE nor WELU.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIT.DE and WELU.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
ESIT.DE and WELU.DE have the same expense ratio: 0.18% per year.
ESIT.DE tracks MSCI World/Information Tech NR USD, while WELU.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. They also come from different issuers: iShares and Amundi.
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