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EUED.DE vs. WELE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUED.DE vs. WELE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) (EUED.DE) and Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUED.DE achieves a 1.15% return, which is significantly lower than WELE.DE's 13.29% return.


EUED.DE

1D
-0.20%
1M
0.17%
6M
0.95%
YTD
1.15%
1Y
2.18%
3Y*
3.28%
5Y*
2.11%
10Y*

WELE.DE

1D
0.00%
1M
2.66%
6M
9.14%
YTD
13.29%
1Y
20.30%
3Y*
12.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUED.DE vs. WELE.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
EUED.DE
iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist)
1.15%2.56%4.11%3.40%0.40%
WELE.DE
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc
13.29%0.70%16.40%10.64%6.78%

Correlation

The correlation between EUED.DE and WELE.DE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2022

0.06

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Return for Risk

EUED.DE vs. WELE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EUED.DE
EUED.DE Risk / Return Rank: 7979
Overall Rank
EUED.DE Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
EUED.DE Sortino Ratio Rank: 6060
Sortino Ratio Rank
EUED.DE Omega Ratio Rank: 8888
Omega Ratio Rank
EUED.DE Calmar Ratio Rank: 9898
Calmar Ratio Rank
EUED.DE Martin Ratio Rank: 9696
Martin Ratio Rank

WELE.DE
WELE.DE Risk / Return Rank: 7777
Overall Rank
WELE.DE Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
WELE.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
WELE.DE Omega Ratio Rank: 7575
Omega Ratio Rank
WELE.DE Calmar Ratio Rank: 8181
Calmar Ratio Rank
WELE.DE Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EUED.DE vs. WELE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) (EUED.DE) and Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EUED.DEWELE.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.47

Sortino ratioReturn per unit of downside risk

-0.46

Omega ratioGain probability vs. loss probability

1.42

1.33

+0.08

Calmar ratioReturn relative to maximum drawdown

10.92

3.25

+7.67

Martin ratioReturn relative to average drawdown

24.04

10.86

+13.18

EUED.DE vs. WELE.DE - Sharpe Ratio Comparison

The current EUED.DE Sharpe Ratio is 1.39, which is comparable to the WELE.DE Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of EUED.DE and WELE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EUED.DE vs. WELE.DE - Drawdown Comparison

The maximum EUED.DE drawdown since its inception was -3.54%, smaller than the maximum WELE.DE drawdown of -23.73%. Use the drawdown chart below to compare losses from any high point for EUED.DE and WELE.DE.


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Drawdown Indicators


EUED.DEWELE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-3.54%

-23.73%

+20.19%

Max Drawdown (1Y)

Largest decline over 1 year

-0.20%

-6.28%

+6.08%

Max Drawdown (3Y)

Largest decline over 3 years

-0.39%

-23.73%

+23.34%

Max Drawdown (5Y)

Largest decline over 5 years

-1.20%

Current Drawdown

Current decline from peak

-0.20%

-0.23%

+0.03%

Average Drawdown

Average peak-to-trough decline

-0.73%

-5.48%

+4.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.09%

1.87%

-1.78%

Volatility

EUED.DE vs. WELE.DE - Volatility Comparison

The current volatility for iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist) (EUED.DE) is 0.35%, while Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.DE) has a volatility of 3.17%. This indicates that EUED.DE experiences smaller price fluctuations and is considered to be less risky than WELE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUED.DEWELE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.35%

3.17%

-2.82%

Volatility (6M)

Calculated over the trailing 6-month period

1.03%

7.89%

-6.86%

Volatility (1Y)

Calculated over the trailing 1-year period

1.57%

11.22%

-9.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.65%

14.34%

-12.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.51%

14.34%

-11.83%

EUED.DE vs. WELE.DE - Expense Ratio Comparison

EUED.DE has a 0.09% expense ratio, which is lower than WELE.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

EUED.DE vs. WELE.DE - Dividend Comparison

EUED.DE's dividend yield for the trailing twelve months is around 2.36%, while WELE.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020
EUED.DE
iShares € Ultrashort Bond ESG SRI UCITS ETF EUR (Dist)
2.36%2.74%3.86%2.75%0.00%0.00%0.11%
WELE.DE
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EUED.DE and WELE.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EUED.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUED.DE is cheaper with a 0.09% expense ratio, compared with 0.18% for WELE.DE.

EUED.DE is categorized as Ultrashort Bond, while WELE.DE is ESG. EUED.DE tracks iBoxx MSCI ESG SRI EUR Liquid Investment Grade Ultrashort Index, while WELE.DE tracks S&P 500 Equal Weight ESG Leaders Select Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.09% for EUED.DE and 0.18% for WELE.DE.

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