EXV7.DE vs. WELI.DE
EXV7.DE (iShares STOXX Europe 600 Chemicals UCITS ETF (DE)) and WELI.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Acc) are both Industrials Equities funds - EXV7.DE tracks the STOXX® Europe 600 Chemicals while WELI.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. Both are passively managed. Over the past 3 years, EXV7.DE returned 2.47%/yr vs 13.20%/yr for WELI.DE. A 0.65 correlation means they provide meaningful diversification when combined. EXV7.DE charges 0.46%/yr vs 0.18%/yr for WELI.DE.
Performance
EXV7.DE vs. WELI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV7.DE achieves a 11.18% return, which is significantly lower than WELI.DE's 16.84% return.
EXV7.DE
- 1D
- 0.18%
- 1M
- 1.21%
- YTD
- 11.18%
- 6M
- 11.56%
- 1Y
- -2.95%
- 3Y*
- 2.47%
- 5Y*
- 1.52%
- 10Y*
- 6.87%
WELI.DE
- 1D
- -0.41%
- 1M
- 2.27%
- YTD
- 16.84%
- 6M
- 21.11%
- 1Y
- 32.05%
- 3Y*
- 13.20%
- 5Y*
- —
- 10Y*
- —
EXV7.DE vs. WELI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXV7.DE iShares STOXX Europe 600 Chemicals UCITS ETF (DE) | 11.18% | -4.03% | -7.26% | 16.14% | 8.40% |
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 EXV7.DE and WELI.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.65 |
The correlation between EXV7.DE and WELI.DE shifts across timeframes, from 0.55 (1 year) to 0.65 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXV7.DE vs. WELI.DE — Risk / Return Rank
EXV7.DE
WELI.DE
EXV7.DE vs. WELI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Chemicals UCITS ETF (DE) (EXV7.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.
| EXV7.DE | WELI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.31 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.21 | -2.42 |
| Martin ratioReturn relative to average drawdown | -0.35 | 8.95 | -9.30 |
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
| EXV7.DE | WELI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.21 | 1.78 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.86 | -0.41 |
Drawdowns
EXV7.DE vs. WELI.DE - Drawdown Comparison
The maximum EXV7.DE drawdown since its inception was -49.31%, 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 EXV7.DE and WELI.DE.
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Drawdown Indicators
| EXV7.DE | WELI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.31% | -21.14% | -28.17% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -14.69% | -0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -18.31% | -21.14% | +2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.38% | — | — |
Current DrawdownCurrent decline from peak | -7.08% | -1.73% | -5.35% |
Average DrawdownAverage peak-to-trough decline | -8.46% | -4.51% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.51% | 3.63% | +5.88% |
Volatility
EXV7.DE vs. WELI.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Chemicals UCITS ETF (DE) (EXV7.DE) is 3.84%, while Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) has a volatility of 6.48%. This indicates that EXV7.DE experiences smaller price fluctuations and is considered to be less risky 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
| EXV7.DE | WELI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 6.48% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 15.53% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 18.23% | -2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 16.10% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 16.10% | +1.34% |
EXV7.DE vs. WELI.DE - Expense Ratio Comparison
EXV7.DE has a 0.46% expense ratio, which is higher than WELI.DE's 0.18% expense ratio.
Dividends
EXV7.DE vs. WELI.DE - Dividend Comparison
EXV7.DE's dividend yield for the trailing twelve months is around 1.95%, while WELI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV7.DE iShares STOXX Europe 600 Chemicals UCITS ETF (DE) | 1.95% | 2.17% | 2.07% | 2.46% | 2.15% | 1.35% | 1.51% | 2.03% | 2.33% | 1.96% | 2.71% | 2.69% |
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
EXV7.DE and WELI.DE have a correlation of 0.55, 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 EXV7.DE.
EXV7.DE tracks STOXX® Europe 600 Chemicals, 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 EXV7.DE and 0.18% for WELI.DE.
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