EXV4.DE vs. WELP.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and WELP.DE (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while WELP.DE tracks the MSCI World/Energy NR USD. Both are passively managed. Over the past 3 years, EXV4.DE returned 5.09%/yr vs 12.49%/yr for WELP.DE. At a 0.07 correlation, their price movements are largely independent. EXV4.DE charges 0.46%/yr vs 0.59%/yr for WELP.DE.
Performance
EXV4.DE vs. WELP.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 lower than WELP.DE's 25.35% 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%
WELP.DE
- 1D
- 0.00%
- 1M
- -7.19%
- YTD
- 25.35%
- 6M
- 26.72%
- 1Y
- 34.31%
- 3Y*
- 12.49%
- 5Y*
- —
- 10Y*
- —
EXV4.DE vs. WELP.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% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 25.35% | -1.54% | 7.90% | 0.25% | 5.34% |
Correlation
The correlation between EXV4.DE and WELP.DE is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.07 |
The correlation between EXV4.DE and WELP.DE shifts across timeframes, from -0.13 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXV4.DE vs. WELP.DE — Risk / Return Rank
EXV4.DE
WELP.DE
EXV4.DE vs. WELP.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 HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.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 | WELP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.31 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.80 | -1.65 |
| Martin ratioReturn relative to average drawdown | 2.65 | 8.57 | -5.92 |
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Drawdowns
EXV4.DE vs. WELP.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -38.32%, which is greater than WELP.DE's maximum drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and WELP.DE.
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Drawdown Indicators
| EXV4.DE | WELP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.32% | -23.55% | -14.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -12.22% | -0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -23.55% | -3.00% |
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% | -11.07% | +3.93% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -7.79% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 3.99% | +1.48% |
Volatility
EXV4.DE vs. WELP.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) is 6.19%, while HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) has a volatility of 6.59%. This indicates that EXV4.DE experiences smaller price fluctuations and is considered to be less risky than WELP.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 | WELP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 6.59% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 16.90% | -4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 19.54% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.65% | 20.07% | -4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 20.07% | -4.35% |
EXV4.DE vs. WELP.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is lower than WELP.DE's 0.59% expense ratio.
Dividends
EXV4.DE vs. WELP.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.53%, less than WELP.DE's 3.05% 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% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 3.05% | 3.78% | 3.64% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV4.DE and WELP.DE have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXV4.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXV4.DE is cheaper with a 0.46% expense ratio, compared with 0.59% for WELP.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while WELP.DE tracks MSCI World/Energy NR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV4.DE and 0.59% for WELP.DE.
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