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EXV6.DE vs. WELI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXV6.DE vs. WELI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) and Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXV6.DE achieves a 31.77% return, which is significantly higher than WELI.DE's 16.84% return.


EXV6.DE

1D
-0.99%
1M
10.13%
YTD
31.77%
6M
41.14%
1Y
81.71%
3Y*
19.79%
5Y*
11.63%
10Y*
16.17%

WELI.DE

1D
-0.41%
1M
5.45%
YTD
16.84%
6M
21.59%
1Y
32.55%
3Y*
13.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXV6.DE vs. WELI.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
EXV6.DE
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)
31.77%33.18%-8.72%-2.31%12.17%
WELI.DE
Amundi S&P Global Materials ESG UCITS ETF EUR Acc
16.84%14.91%-0.52%10.29%9.11%

Correlation

The correlation between EXV6.DE and WELI.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (3Y)
Calculated over the trailing 3-year period

0.77

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2022

0.77

The correlation between EXV6.DE and WELI.DE has been stable across timeframes, ranging from 0.77 to 0.80 - a consistent structural relationship.

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Return for Risk

EXV6.DE vs. WELI.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXV6.DE
EXV6.DE Risk / Return Rank: 8787
Overall Rank
EXV6.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
EXV6.DE Sortino Ratio Rank: 8787
Sortino Ratio Rank
EXV6.DE Omega Ratio Rank: 8383
Omega Ratio Rank
EXV6.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
EXV6.DE Martin Ratio Rank: 8787
Martin Ratio Rank

WELI.DE
WELI.DE Risk / Return Rank: 5151
Overall Rank
WELI.DE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WELI.DE Sortino Ratio Rank: 5454
Sortino Ratio Rank
WELI.DE Omega Ratio Rank: 5050
Omega Ratio Rank
WELI.DE Calmar Ratio Rank: 4545
Calmar Ratio Rank
WELI.DE Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXV6.DE vs. WELI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) and Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.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.


EXV6.DEWELI.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.35

Sortino ratioReturn per unit of downside risk

+1.36

Omega ratioGain probability vs. loss probability

1.49

1.31

+0.19

Calmar ratioReturn relative to maximum drawdown

4.68

2.21

+2.47

Martin ratioReturn relative to average drawdown

18.51

8.95

+9.56

EXV6.DE vs. WELI.DE - Sharpe Ratio Comparison

The current EXV6.DE Sharpe Ratio is 3.13, which is higher than the WELI.DE Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of EXV6.DE and WELI.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXV6.DEWELI.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.13

1.78

+1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.86

-0.57

Drawdowns

EXV6.DE vs. WELI.DE - Drawdown Comparison

The maximum EXV6.DE drawdown since its inception was -73.84%, which is greater than WELI.DE's maximum drawdown of -21.14%. Use the drawdown chart below to compare losses from any high point for EXV6.DE and WELI.DE.


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Drawdown Indicators


EXV6.DEWELI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-73.84%

-21.14%

-52.70%

Max Drawdown (1Y)

Largest decline over 1 year

-17.38%

-14.69%

-2.69%

Max Drawdown (3Y)

Largest decline over 3 years

-33.37%

-21.14%

-12.23%

Max Drawdown (5Y)

Largest decline over 5 years

-37.26%

Max Drawdown (10Y)

Largest decline over 10 years

-45.38%

Current Drawdown

Current decline from peak

-2.95%

-1.73%

-1.22%

Average Drawdown

Average peak-to-trough decline

-27.51%

-4.51%

-23.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

3.63%

+0.67%

Volatility

EXV6.DE vs. WELI.DE - Volatility Comparison

iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) has a higher volatility of 10.03% compared to Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) at 6.48%. This indicates that EXV6.DE's price experiences larger fluctuations and is considered to be riskier than WELI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXV6.DEWELI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.03%

6.48%

+3.55%

Volatility (6M)

Calculated over the trailing 6-month period

21.95%

15.53%

+6.42%

Volatility (1Y)

Calculated over the trailing 1-year period

25.99%

18.23%

+7.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.34%

16.10%

+10.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.46%

16.10%

+11.36%

EXV6.DE vs. WELI.DE - Expense Ratio Comparison

EXV6.DE has a 0.46% expense ratio, which is higher than WELI.DE's 0.18% expense ratio.


Dividends

EXV6.DE vs. WELI.DE - Dividend Comparison

EXV6.DE's dividend yield for the trailing twelve months is around 1.47%, while WELI.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXV6.DE
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)
1.47%1.95%3.23%3.57%6.02%5.17%2.86%5.56%3.12%2.14%1.80%5.20%
WELI.DE
Amundi S&P Global Materials 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


EXV6.DE and WELI.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WELI.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WELI.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV6.DE.

EXV6.DE tracks STOXX® Europe 600 Basic Resources, while WELI.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV6.DE and 0.18% for WELI.DE.

Portfolio Optimizer

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