EXH9.DE vs. WELD.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Acc) are both Utilities Equities funds - EXH9.DE tracks the STOXX® Europe 600 Utilities while WELD.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. Both are passively managed. Over the past 3 years, EXH9.DE returned 16.47%/yr vs 11.09%/yr for WELD.DE. A 0.78 correlation means they provide meaningful diversification when combined. EXH9.DE charges 0.47%/yr vs 0.18%/yr for WELD.DE.
Performance
EXH9.DE vs. WELD.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXH9.DE achieves a 12.41% return, which is significantly higher than WELD.DE's 6.78% return.
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
WELD.DE
- 1D
- -1.00%
- 1M
- -5.21%
- YTD
- 6.78%
- 6M
- 5.30%
- 1Y
- 15.75%
- 3Y*
- 11.09%
- 5Y*
- —
- 10Y*
- —
EXH9.DE vs. WELD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | 15.77% |
WELD.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Acc | 6.78% | 18.60% | 10.09% | 1.57% | 9.15% |
Correlation
The correlation between EXH9.DE and WELD.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.78 |
The correlation between EXH9.DE and WELD.DE has been stable across timeframes, ranging from 0.72 to 0.79 - 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
EXH9.DE vs. WELD.DE — Risk / Return Rank
EXH9.DE
WELD.DE
EXH9.DE vs. WELD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) and Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.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.
| EXH9.DE | WELD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.35 | +1.10 |
| Martin ratioReturn relative to average drawdown | 9.54 | 6.47 | +3.07 |
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
| EXH9.DE | WELD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.27 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.94 | -0.52 |
Drawdowns
EXH9.DE vs. WELD.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than WELD.DE's maximum drawdown of -14.07%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and WELD.DE.
Loading charts...
Drawdown Indicators
| EXH9.DE | WELD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -14.07% | -37.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -6.68% | -0.77% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -12.61% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -6.55% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -3.20% | -13.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.43% | +0.26% |
Volatility
EXH9.DE vs. WELD.DE - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) at 4.02%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than WELD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXH9.DE | WELD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 4.02% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 9.94% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 12.34% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 13.35% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 13.35% | +3.68% |
EXH9.DE vs. WELD.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than WELD.DE's 0.18% expense ratio.
Dividends
EXH9.DE vs. WELD.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, while WELD.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
WELD.DE Amundi S&P Global Utilities 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
EXH9.DE and WELD.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELD.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELD.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE tracks STOXX® Europe 600 Utilities, while WELD.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.47% for EXH9.DE and 0.18% for WELD.DE.
Find the right allocation for EXH9.DE and WELD.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