EXH8.DE vs. WELJ.DE
EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) and WELJ.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc) are both Consumer Staples Equities funds - EXH8.DE tracks the STOXX® Europe 600 Retail while WELJ.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. Both are passively managed. Over the past 3 years, EXH8.DE returned 12.48%/yr vs 9.08%/yr for WELJ.DE. A 0.54 correlation means they provide meaningful diversification when combined. EXH8.DE charges 0.46%/yr vs 0.18%/yr for WELJ.DE.
Performance
EXH8.DE vs. WELJ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with EXH8.DE having a -1.84% return and WELJ.DE slightly lower at -1.85%.
EXH8.DE
- 1D
- 0.97%
- 1M
- 4.30%
- YTD
- -1.84%
- 6M
- 0.34%
- 1Y
- 6.63%
- 3Y*
- 12.48%
- 5Y*
- 1.95%
- 10Y*
- 6.32%
WELJ.DE
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- -1.85%
- 6M
- -2.00%
- 1Y
- 6.67%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
EXH8.DE vs. WELJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | -1.84% | 13.47% | 10.93% | 36.87% | 20.47% |
WELJ.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc | -1.85% | -4.79% | 29.73% | 30.43% | -8.02% |
Correlation
The correlation between EXH8.DE and WELJ.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.54 |
The correlation between EXH8.DE and WELJ.DE has been stable across timeframes, ranging from 0.49 to 0.54 - a consistent structural relationship.
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Return for Risk
EXH8.DE vs. WELJ.DE — Risk / Return Rank
EXH8.DE
WELJ.DE
EXH8.DE vs. WELJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) and Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.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.
| EXH8.DE | WELJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.44 | +0.04 |
| Martin ratioReturn relative to average drawdown | 1.09 | 1.20 | -0.10 |
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
| EXH8.DE | WELJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.38 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.59 | -0.29 |
Drawdowns
EXH8.DE vs. WELJ.DE - Drawdown Comparison
The maximum EXH8.DE drawdown since its inception was -54.89%, which is greater than WELJ.DE's maximum drawdown of -28.28%. Use the drawdown chart below to compare losses from any high point for EXH8.DE and WELJ.DE.
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Drawdown Indicators
| EXH8.DE | WELJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.89% | -28.28% | -26.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.96% | -14.62% | +1.66% |
Max Drawdown (3Y)Largest decline over 3 years | -19.54% | -28.28% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -48.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.60% | — | — |
Current DrawdownCurrent decline from peak | -3.99% | -10.41% | +6.42% |
Average DrawdownAverage peak-to-trough decline | -16.64% | -6.81% | -9.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 5.36% | +0.31% |
Volatility
EXH8.DE vs. WELJ.DE - Volatility Comparison
iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) has a higher volatility of 6.03% compared to Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.DE) at 5.07%. This indicates that EXH8.DE's price experiences larger fluctuations and is considered to be riskier than WELJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH8.DE | WELJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.07% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 12.51% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 16.84% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 18.18% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 18.18% | +1.55% |
EXH8.DE vs. WELJ.DE - Expense Ratio Comparison
EXH8.DE has a 0.46% expense ratio, which is higher than WELJ.DE's 0.18% expense ratio.
Dividends
EXH8.DE vs. WELJ.DE - Dividend Comparison
EXH8.DE's dividend yield for the trailing twelve months is around 2.13%, while WELJ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | 2.13% | 2.30% | 2.40% | 2.34% | 3.25% | 1.04% | 1.26% | 2.10% | 3.20% | 2.91% | 2.88% | 3.27% |
WELJ.DE Amundi S&P Global Consumer Discretionary 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
EXH8.DE and WELJ.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELJ.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELJ.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH8.DE.
EXH8.DE tracks STOXX® Europe 600 Retail, while WELJ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXH8.DE and 0.18% for WELJ.DE.
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