EXV4.DE vs. WELG.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and WELG.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Dist) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while WELG.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. Both are passively managed. Over the past 3 years, EXV4.DE returned 5.09%/yr vs 4.21%/yr for WELG.DE. A 0.72 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.18%/yr for WELG.DE.
Performance
EXV4.DE vs. WELG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV4.DE achieves a 2.38% return, which is significantly higher than WELG.DE's -0.43% return.
EXV4.DE
- 1D
- 1.27%
- 1M
- 3.65%
- YTD
- 2.38%
- 6M
- 2.58%
- 1Y
- 14.49%
- 3Y*
- 5.09%
- 5Y*
- 5.00%
- 10Y*
- 6.86%
WELG.DE
- 1D
- 0.00%
- 1M
- 4.41%
- YTD
- -0.43%
- 6M
- 0.00%
- 1Y
- 13.16%
- 3Y*
- 4.21%
- 5Y*
- —
- 10Y*
- —
EXV4.DE vs. WELG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 2.38% | 7.23% | 3.85% | 7.52% | 5.39% |
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | -0.43% | 1.26% | 7.51% | 1.94% | 2.40% |
Correlation
The correlation between EXV4.DE and WELG.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.72 |
The correlation between EXV4.DE and WELG.DE has been stable across timeframes, ranging from 0.72 to 0.76 - a consistent structural relationship.
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Return for Risk
EXV4.DE vs. WELG.DE — Risk / Return Rank
EXV4.DE
WELG.DE
EXV4.DE vs. WELG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXV4.DE | WELG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.06 | +0.09 |
| Martin ratioReturn relative to average drawdown | 2.65 | 2.45 | +0.20 |
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Drawdowns
EXV4.DE vs. WELG.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -38.32%, which is greater than WELG.DE's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and WELG.DE.
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Drawdown Indicators
| EXV4.DE | WELG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.32% | -23.11% | -15.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -12.38% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -23.11% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | — | — |
Current DrawdownCurrent decline from peak | -7.14% | -9.21% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -7.21% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 5.37% | +0.10% |
Volatility
EXV4.DE vs. WELG.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 6.19% compared to Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) at 5.30%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than WELG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV4.DE | WELG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 5.30% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 10.69% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 14.82% | +2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.65% | 13.63% | +2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 13.63% | +2.09% |
EXV4.DE vs. WELG.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than WELG.DE's 0.18% expense ratio.
Dividends
EXV4.DE vs. WELG.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.53%, more than WELG.DE's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.53% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | 1.50% | 1.36% | 0.92% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV4.DE and WELG.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELG.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELG.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while WELG.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV4.DE and 0.18% for WELG.DE.
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