EXH5.DE vs. WELK.DE
EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) and WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) are both Financials Equities funds - EXH5.DE tracks the STOXX® Europe 600 Insurance while WELK.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. Both are passively managed. Over the past 3 years, EXH5.DE returned 18.16%/yr vs 21.67%/yr for WELK.DE. A 0.66 correlation means they provide meaningful diversification when combined. EXH5.DE charges 0.46%/yr vs 0.18%/yr for WELK.DE.
Performance
EXH5.DE vs. WELK.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXH5.DE achieves a -2.53% return, which is significantly lower than WELK.DE's 1.91% return.
EXH5.DE
- 1D
- 0.28%
- 1M
- -1.38%
- YTD
- -2.53%
- 6M
- 2.36%
- 1Y
- 2.81%
- 3Y*
- 18.16%
- 5Y*
- 13.96%
- 10Y*
- 11.04%
WELK.DE
- 1D
- 2.00%
- 1M
- 2.75%
- YTD
- 1.91%
- 6M
- 5.86%
- 1Y
- 13.80%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
EXH5.DE vs. WELK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | -2.53% | 29.72% | 22.68% | 12.56% | 16.79% |
WELK.DE Amundi S&P Global Financials ESG UCITS ETF EUR Acc | 1.91% | 17.19% | 33.74% | 12.60% | 9.71% |
Correlation
The correlation between EXH5.DE and WELK.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 | 0.66 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.66 |
The correlation between EXH5.DE and WELK.DE has been stable across timeframes, ranging from 0.66 to 0.70 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXH5.DE vs. WELK.DE — Risk / Return Rank
EXH5.DE
WELK.DE
EXH5.DE vs. WELK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.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.
| EXH5.DE | WELK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.17 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.42 | -1.04 |
| Martin ratioReturn relative to average drawdown | 0.78 | 4.51 | -3.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXH5.DE | WELK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.00 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 1.33 | -1.02 |
Drawdowns
EXH5.DE vs. WELK.DE - Drawdown Comparison
The maximum EXH5.DE drawdown since its inception was -73.44%, which is greater than WELK.DE's maximum drawdown of -20.08%. Use the drawdown chart below to compare losses from any high point for EXH5.DE and WELK.DE.
Loading charts...
Drawdown Indicators
| EXH5.DE | WELK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.44% | -20.08% | -53.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -9.66% | +2.26% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | -20.08% | +7.77% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -46.55% | — | — |
Current DrawdownCurrent decline from peak | -5.47% | -0.71% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -3.18% | -12.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.05% | +0.52% |
Volatility
EXH5.DE vs. WELK.DE - Volatility Comparison
iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) has a higher volatility of 4.83% compared to Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) at 3.58%. This indicates that EXH5.DE's price experiences larger fluctuations and is considered to be riskier than WELK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXH5.DE | WELK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 3.58% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 10.56% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 13.80% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 15.29% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 15.29% | +4.64% |
EXH5.DE vs. WELK.DE - Expense Ratio Comparison
EXH5.DE has a 0.46% expense ratio, which is higher than WELK.DE's 0.18% expense ratio.
Dividends
EXH5.DE vs. WELK.DE - Dividend Comparison
EXH5.DE's dividend yield for the trailing twelve months is around 3.48%, while WELK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | 3.48% | 3.39% | 3.59% | 3.79% | 4.51% | 3.56% | 2.52% | 3.84% | 4.03% | 4.87% | 4.34% | 3.67% |
WELK.DE Amundi S&P Global Financials ESG 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
EXH5.DE and WELK.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, WELK.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELK.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH5.DE.
EXH5.DE tracks STOXX® Europe 600 Insurance, while WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXH5.DE and 0.18% for WELK.DE.
Find the right allocation for EXH5.DE and WELK.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer