EXV4.DE vs. WELS.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and WELS.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Acc) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while WELS.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 2.32%/yr vs 2.22%/yr for WELS.DE. A 0.74 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.18%/yr for WELS.DE.
Performance
EXV4.DE vs. WELS.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly higher than WELS.DE's -3.35% return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
WELS.DE
- 1D
- 2.97%
- 1M
- 4.14%
- YTD
- -3.35%
- 6M
- -2.82%
- 1Y
- 6.93%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
EXV4.DE vs. WELS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | 6.24% |
WELS.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Acc | -3.35% | 1.05% | 7.20% | 2.33% | 4.02% |
Correlation
The correlation between EXV4.DE and WELS.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.74 |
The correlation between EXV4.DE and WELS.DE has been stable across timeframes, ranging from 0.73 to 0.75 - 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
EXV4.DE vs. WELS.DE — Risk / Return Rank
EXV4.DE
WELS.DE
EXV4.DE vs. WELS.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 Acc (WELS.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.
| EXV4.DE | WELS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.09 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.56 | -0.18 |
| Martin ratioReturn relative to average drawdown | 0.84 | 1.30 | -0.45 |
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
| EXV4.DE | WELS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.47 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.22 | +0.10 |
Drawdowns
EXV4.DE vs. WELS.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than WELS.DE's maximum drawdown of -23.13%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and WELS.DE.
Loading charts...
Drawdown Indicators
| EXV4.DE | WELS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -23.13% | -21.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -12.35% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -23.13% | -3.42% |
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 | -11.65% | -12.08% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -7.30% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 5.34% | +0.38% |
Volatility
EXV4.DE vs. WELS.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) at 5.27%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than WELS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXV4.DE | WELS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.27% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 10.22% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 14.60% | +2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 13.59% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 13.59% | +2.15% |
EXV4.DE vs. WELS.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than WELS.DE's 0.18% expense ratio.
Dividends
EXV4.DE vs. WELS.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while WELS.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
WELS.DE Amundi S&P Global Health Care 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
EXV4.DE and WELS.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELS.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELS.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 WELS.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 WELS.DE.
Find the right allocation for EXV4.DE and WELS.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