EXH9.DE vs. WELQ.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) are both Utilities Equities funds - EXH9.DE tracks the STOXX® Europe 600 Utilities while WELQ.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 11.14%/yr for WELQ.DE. A 0.80 correlation means they provide meaningful diversification when combined. EXH9.DE charges 0.47%/yr vs 0.18%/yr for WELQ.DE.
Performance
EXH9.DE vs. WELQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH9.DE achieves a 12.41% return, which is significantly higher than WELQ.DE's 6.91% 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%
WELQ.DE
- 1D
- -0.97%
- 1M
- -5.16%
- YTD
- 6.91%
- 6M
- 5.64%
- 1Y
- 15.91%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
EXH9.DE vs. WELQ.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% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 6.91% | 18.60% | 9.91% | 1.75% | 9.13% |
Correlation
The correlation between EXH9.DE and WELQ.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.80 |
The correlation between EXH9.DE and WELQ.DE has been stable across timeframes, ranging from 0.73 to 0.81 - a consistent structural relationship.
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Return for Risk
EXH9.DE vs. WELQ.DE — Risk / Return Rank
EXH9.DE
WELQ.DE
EXH9.DE vs. WELQ.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 Dist (WELQ.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 | WELQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 2.36 | +1.08 |
| Martin ratioReturn relative to average drawdown | 9.54 | 6.63 | +2.91 |
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
| EXH9.DE | WELQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.32 | +0.42 |
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 | 0.97 | -0.55 |
Drawdowns
EXH9.DE vs. WELQ.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than WELQ.DE's maximum drawdown of -13.98%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and WELQ.DE.
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Drawdown Indicators
| EXH9.DE | WELQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -13.98% | -37.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -6.71% | -0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -12.52% | -1.15% |
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% | -6.53% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -3.14% | -13.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.39% | +0.30% |
Volatility
EXH9.DE vs. WELQ.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 Dist (WELQ.DE) at 4.07%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than WELQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH9.DE | WELQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 4.07% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 10.01% | +2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 12.01% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 13.00% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 13.00% | +4.03% |
EXH9.DE vs. WELQ.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than WELQ.DE's 0.18% expense ratio.
Dividends
EXH9.DE vs. WELQ.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, which matches WELQ.DE's 2.60% yield.
| 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% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.60% | 2.85% | 3.42% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXH9.DE and WELQ.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELQ.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELQ.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE tracks STOXX® Europe 600 Utilities, while WELQ.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 WELQ.DE.
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