EXV3.DE vs. WELL.DE
EXV3.DE (iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR Dist) and WELL.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist) are both Technology Equities funds - EXV3.DE tracks the STOXX® Europe 600 Technology while WELL.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. Both are passively managed. Over the past 3 years, EXV3.DE returned 14.18%/yr vs 27.36%/yr for WELL.DE. A 0.73 correlation means they provide meaningful diversification when combined. EXV3.DE charges 0.46%/yr vs 0.18%/yr for WELL.DE.
Performance
EXV3.DE vs. WELL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV3.DE achieves a 26.47% return, which is significantly higher than WELL.DE's 21.22% return.
EXV3.DE
- 1D
- 0.92%
- 1M
- 13.28%
- YTD
- 26.47%
- 6M
- 24.68%
- 1Y
- 24.83%
- 3Y*
- 14.18%
- 5Y*
- 8.93%
- 10Y*
- 13.13%
WELL.DE
- 1D
- -1.85%
- 1M
- 11.28%
- YTD
- 21.22%
- 6M
- 19.41%
- 1Y
- 43.11%
- 3Y*
- 27.36%
- 5Y*
- —
- 10Y*
- —
EXV3.DE vs. WELL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXV3.DE iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR Dist | 26.47% | 4.04% | 6.38% | 32.39% | 13.10% |
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 21.22% | 9.77% | 38.81% | 57.34% | 0.14% |
Correlation
The correlation between EXV3.DE and WELL.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.73 |
The correlation between EXV3.DE and WELL.DE has been stable across timeframes, ranging from 0.68 to 0.73 - a consistent structural relationship.
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Return for Risk
EXV3.DE vs. WELL.DE — Risk / Return Rank
EXV3.DE
WELL.DE
EXV3.DE vs. WELL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR Dist (EXV3.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.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.
| EXV3.DE | WELL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.36 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.71 | -1.01 |
| Martin ratioReturn relative to average drawdown | 4.42 | 7.03 | -2.61 |
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
| EXV3.DE | WELL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 2.17 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 1.52 | -1.35 |
Drawdowns
EXV3.DE vs. WELL.DE - Drawdown Comparison
The maximum EXV3.DE drawdown since its inception was -71.35%, which is greater than WELL.DE's maximum drawdown of -28.78%. Use the drawdown chart below to compare losses from any high point for EXV3.DE and WELL.DE.
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Drawdown Indicators
| EXV3.DE | WELL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.35% | -28.78% | -42.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.91% | -16.18% | +1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -23.89% | -28.78% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -40.29% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.72% | +2.72% |
Average DrawdownAverage peak-to-trough decline | -27.17% | -4.72% | -22.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 6.26% | -0.51% |
Volatility
EXV3.DE vs. WELL.DE - Volatility Comparison
iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR Dist (EXV3.DE) has a higher volatility of 7.96% compared to Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) at 6.79%. This indicates that EXV3.DE's price experiences larger fluctuations and is considered to be riskier than WELL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV3.DE | WELL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 6.79% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 19.08% | 14.75% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.19% | 20.24% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.98% | 22.20% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.42% | 22.20% | +1.22% |
EXV3.DE vs. WELL.DE - Expense Ratio Comparison
EXV3.DE has a 0.46% expense ratio, which is higher than WELL.DE's 0.18% expense ratio.
Dividends
EXV3.DE vs. WELL.DE - Dividend Comparison
EXV3.DE's dividend yield for the trailing twelve months is around 0.41%, more than WELL.DE's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV3.DE iShares STOXX Europe 600 Technology UCITS ETF (DE) EUR Dist | 0.41% | 0.58% | 0.45% | 0.47% | 0.64% | 0.15% | 0.33% | 1.23% | 1.00% | 1.45% | 1.76% | 2.07% |
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 0.27% | 0.35% | 0.36% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV3.DE and WELL.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELL.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELL.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV3.DE.
EXV3.DE tracks STOXX® Europe 600 Technology, while WELL.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV3.DE and 0.18% for WELL.DE.
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