EXH3.DE vs. WELM.DE
EXH3.DE (iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)) and WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - EXH3.DE tracks the STOXX® Europe 600 Food & Beverage while WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, EXH3.DE returned -5.22%/yr vs 0.41%/yr for WELM.DE. A 0.60 correlation means they provide meaningful diversification when combined. EXH3.DE charges 0.46%/yr vs 0.18%/yr for WELM.DE.
Performance
EXH3.DE vs. WELM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH3.DE achieves a 0.79% return, which is significantly lower than WELM.DE's 2.90% return.
EXH3.DE
- 1D
- -0.56%
- 1M
- -0.74%
- YTD
- 0.79%
- 6M
- 0.79%
- 1Y
- -9.06%
- 3Y*
- -5.22%
- 5Y*
- -3.23%
- 10Y*
- 1.45%
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
EXH3.DE vs. WELM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 0.79% | 0.44% | -10.82% | -2.05% | 2.65% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.90% | -6.92% | 9.50% | -2.21% | 2.15% |
Correlation
The correlation between EXH3.DE and WELM.DE is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.60 |
The correlation between EXH3.DE and WELM.DE shifts across timeframes, from 0.60 (all time) to 0.71 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
EXH3.DE vs. WELM.DE — Risk / Return Rank
EXH3.DE
WELM.DE
EXH3.DE vs. WELM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.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.
| EXH3.DE | WELM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.97 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | -0.37 | -0.31 |
| Martin ratioReturn relative to average drawdown | -1.07 | -0.70 | -0.38 |
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
| EXH3.DE | WELM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | -0.27 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.13 | +0.28 |
Drawdowns
EXH3.DE vs. WELM.DE - Drawdown Comparison
The maximum EXH3.DE drawdown since its inception was -39.85%, which is greater than WELM.DE's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for EXH3.DE and WELM.DE.
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Drawdown Indicators
| EXH3.DE | WELM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.85% | -13.66% | -26.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -9.30% | -4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -21.11% | -13.66% | -7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -28.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.20% | — | — |
Current DrawdownCurrent decline from peak | -24.50% | -8.92% | -15.58% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -5.59% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.42% | 5.63% | +2.79% |
Volatility
EXH3.DE vs. WELM.DE - Volatility Comparison
iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) have volatilities of 5.17% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH3.DE | WELM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 5.09% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 10.23% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 12.75% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 12.50% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 12.50% | +1.91% |
EXH3.DE vs. WELM.DE - Expense Ratio Comparison
EXH3.DE has a 0.46% expense ratio, which is higher than WELM.DE's 0.18% expense ratio.
Dividends
EXH3.DE vs. WELM.DE - Dividend Comparison
EXH3.DE's dividend yield for the trailing twelve months is around 2.16%, less than WELM.DE's 2.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 2.16% | 2.10% | 2.16% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXH3.DE and WELM.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELM.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELM.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH3.DE.
EXH3.DE tracks STOXX® Europe 600 Food & Beverage, while WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXH3.DE and 0.18% for WELM.DE.
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