EXH1.DE vs. WELN.DE
EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) and WELN.DE (Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc) are both Energy Equities funds - EXH1.DE tracks the STOXX® Europe 600 Oil & Gas while WELN.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. Both are passively managed. Over the past 3 years, EXH1.DE returned 21.27%/yr vs 14.42%/yr for WELN.DE. A 0.80 correlation means they provide meaningful diversification when combined. EXH1.DE charges 0.47%/yr vs 0.18%/yr for WELN.DE.
Performance
EXH1.DE vs. WELN.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EXH1.DE having a 32.64% return and WELN.DE slightly higher at 33.78%.
EXH1.DE
- 1D
- -0.74%
- 1M
- -1.97%
- YTD
- 32.64%
- 6M
- 31.85%
- 1Y
- 55.75%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
WELN.DE
- 1D
- -0.46%
- 1M
- 2.90%
- YTD
- 33.78%
- 6M
- 30.26%
- 1Y
- 43.28%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
EXH1.DE vs. WELN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 9.48% |
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 33.78% | -1.37% | 8.67% | -0.46% | 6.24% |
Correlation
The correlation between EXH1.DE and WELN.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 | 0.77 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.80 |
The correlation between EXH1.DE and WELN.DE has been stable across timeframes, ranging from 0.70 to 0.80 - a consistent structural relationship.
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Return for Risk
EXH1.DE vs. WELN.DE — Risk / Return Rank
EXH1.DE
WELN.DE
EXH1.DE vs. WELN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) and Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.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.
| EXH1.DE | WELN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.37 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 8.05 | 3.44 | +4.61 |
| Martin ratioReturn relative to average drawdown | 26.11 | 11.82 | +14.29 |
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
| EXH1.DE | WELN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.05 | 2.17 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.60 | -0.36 |
Drawdowns
EXH1.DE vs. WELN.DE - Drawdown Comparison
The maximum EXH1.DE drawdown since its inception was -55.76%, which is greater than WELN.DE's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for EXH1.DE and WELN.DE.
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Drawdown Indicators
| EXH1.DE | WELN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -23.29% | -32.47% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -12.35% | +5.48% |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | -23.29% | +2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -20.96% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | — | — |
Current DrawdownCurrent decline from peak | -4.62% | -4.95% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -13.64% | -7.87% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 3.60% | -1.48% |
Volatility
EXH1.DE vs. WELN.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) is 5.94%, while Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) has a volatility of 6.50%. This indicates that EXH1.DE experiences smaller price fluctuations and is considered to be less risky than WELN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH1.DE | WELN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 6.50% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 16.38% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 19.61% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 19.90% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 19.90% | +4.18% |
EXH1.DE vs. WELN.DE - Expense Ratio Comparison
EXH1.DE has a 0.47% expense ratio, which is higher than WELN.DE's 0.18% expense ratio.
Dividends
EXH1.DE vs. WELN.DE - Dividend Comparison
EXH1.DE's dividend yield for the trailing twelve months is around 2.98%, while WELN.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXH1.DE and WELN.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.
On fees, WELN.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELN.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXH1.DE.
EXH1.DE tracks STOXX® Europe 600 Oil & Gas, while WELN.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.47% for EXH1.DE and 0.18% for WELN.DE.
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