EXV5.DE vs. WELC.DE
EXV5.DE (iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist) and WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - EXV5.DE tracks the STOXX® Europe 600 Automobiles & Parts while WELC.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. Both are passively managed. Over the past 3 years, EXV5.DE returned -6.23%/yr vs 9.08%/yr for WELC.DE. A 0.56 correlation means they provide meaningful diversification when combined. EXV5.DE charges 0.46%/yr vs 0.18%/yr for WELC.DE.
Performance
EXV5.DE vs. WELC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV5.DE achieves a -10.29% return, which is significantly lower than WELC.DE's -1.47% return.
EXV5.DE
- 1D
- -0.72%
- 1M
- -0.12%
- YTD
- -10.29%
- 6M
- -13.29%
- 1Y
- -11.02%
- 3Y*
- -6.23%
- 5Y*
- -4.08%
- 10Y*
- 2.63%
WELC.DE
- 1D
- 0.30%
- 1M
- -0.44%
- YTD
- -1.47%
- 6M
- -1.83%
- 1Y
- 6.55%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
EXV5.DE vs. WELC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist | -10.29% | -1.15% | -8.64% | 24.07% | 10.80% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | -1.47% | -5.06% | 29.51% | 30.69% | -8.13% |
Correlation
The correlation between EXV5.DE and WELC.DE is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.56 |
The correlation between EXV5.DE and WELC.DE has been stable across timeframes, ranging from 0.51 to 0.56 - a consistent structural relationship.
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Return for Risk
EXV5.DE vs. WELC.DE — Risk / Return Rank
EXV5.DE
WELC.DE
EXV5.DE vs. WELC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) and Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.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.
| EXV5.DE | WELC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.08 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 0.44 | -0.96 |
| Martin ratioReturn relative to average drawdown | -1.18 | 1.21 | -2.39 |
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
| EXV5.DE | WELC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 0.39 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.60 | -0.39 |
Drawdowns
EXV5.DE vs. WELC.DE - Drawdown Comparison
The maximum EXV5.DE drawdown since its inception was -64.56%, which is greater than WELC.DE's maximum drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for EXV5.DE and WELC.DE.
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Drawdown Indicators
| EXV5.DE | WELC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -28.15% | -36.41% |
Max Drawdown (1Y)Largest decline over 1 year | -20.93% | -14.64% | -6.29% |
Max Drawdown (3Y)Largest decline over 3 years | -35.82% | -28.15% | -7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -35.82% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -58.64% | — | — |
Current DrawdownCurrent decline from peak | -30.36% | -10.11% | -20.25% |
Average DrawdownAverage peak-to-trough decline | -17.76% | -6.71% | -11.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.26% | 5.38% | +3.88% |
Volatility
EXV5.DE vs. WELC.DE - Volatility Comparison
iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) has a higher volatility of 5.27% compared to Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) at 4.86%. This indicates that EXV5.DE's price experiences larger fluctuations and is considered to be riskier than WELC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV5.DE | WELC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 4.86% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 12.32% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 16.52% | +6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.93% | 18.03% | +5.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.37% | 18.03% | +7.34% |
EXV5.DE vs. WELC.DE - Expense Ratio Comparison
EXV5.DE has a 0.46% expense ratio, which is higher than WELC.DE's 0.18% expense ratio.
Dividends
EXV5.DE vs. WELC.DE - Dividend Comparison
EXV5.DE's dividend yield for the trailing twelve months is around 4.01%, more than WELC.DE's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist | 4.01% | 4.34% | 4.96% | 5.38% | 4.39% | 2.94% | 0.77% | 4.11% | 3.44% | 3.97% | 2.88% | 2.82% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.81% | 0.93% | 0.83% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV5.DE and WELC.DE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELC.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELC.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV5.DE.
EXV5.DE tracks STOXX® Europe 600 Automobiles & Parts, while WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV5.DE and 0.18% for WELC.DE.
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