IS0D.DE vs. WELN.DE
IS0D.DE (iShares Oil & Gas Exploration & Production UCITS ETF) and WELN.DE (Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc) are both Energy Equities funds - IS0D.DE tracks the S&P Commodity Producers Oil & Gas Exploration & Production while WELN.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. Both are passively managed. Over the past 3 years, IS0D.DE returned 11.88%/yr vs 14.42%/yr for WELN.DE. Their correlation of 0.84 suggests significant overlap in exposure. IS0D.DE charges 0.55%/yr vs 0.18%/yr for WELN.DE.
Performance
IS0D.DE vs. WELN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0D.DE achieves a 30.64% return, which is significantly lower than WELN.DE's 33.78% return.
IS0D.DE
- 1D
- 0.10%
- 1M
- -3.31%
- YTD
- 30.64%
- 6M
- 23.16%
- 1Y
- 36.10%
- 3Y*
- 11.88%
- 5Y*
- 17.33%
- 10Y*
- 6.95%
WELN.DE
- 1D
- -0.46%
- 1M
- -1.01%
- YTD
- 33.78%
- 6M
- 30.28%
- 1Y
- 42.71%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
IS0D.DE vs. WELN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 30.64% | -4.44% | 3.13% | -0.98% | -9.68% |
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 33.78% | -1.37% | 8.67% | -0.46% | 6.24% |
Correlation
The correlation between IS0D.DE and WELN.DE is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.84 |
The correlation between IS0D.DE and WELN.DE has been stable across timeframes, ranging from 0.83 to 0.84 - a consistent structural relationship.
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Return for Risk
IS0D.DE vs. WELN.DE — Risk / Return Rank
IS0D.DE
WELN.DE
IS0D.DE vs. WELN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) and Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.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.
| IS0D.DE | WELN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 3.44 | -1.42 |
| Martin ratioReturn relative to average drawdown | 5.02 | 11.82 | -6.80 |
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
| IS0D.DE | WELN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 2.17 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.60 | -0.51 |
Drawdowns
IS0D.DE vs. WELN.DE - Drawdown Comparison
The maximum IS0D.DE drawdown since its inception was -79.47%, which is greater than WELN.DE's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for IS0D.DE and WELN.DE.
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Drawdown Indicators
| IS0D.DE | WELN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.47% | -23.29% | -56.18% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -12.35% | -5.40% |
Max Drawdown (3Y)Largest decline over 3 years | -30.80% | -23.29% | -7.51% |
Max Drawdown (5Y)Largest decline over 5 years | -32.34% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -73.73% | — | — |
Current DrawdownCurrent decline from peak | -9.82% | -4.95% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -27.09% | -7.87% | -19.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.18% | 3.60% | +3.58% |
Volatility
IS0D.DE vs. WELN.DE - Volatility Comparison
iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) has a higher volatility of 7.78% compared to Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) at 6.50%. This indicates that IS0D.DE's price experiences larger fluctuations and is considered to be riskier than WELN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0D.DE | WELN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 6.50% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 16.38% | +6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.99% | 19.61% | +7.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.37% | 19.90% | +10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.12% | 19.90% | +13.22% |
IS0D.DE vs. WELN.DE - Expense Ratio Comparison
IS0D.DE has a 0.55% expense ratio, which is higher than WELN.DE's 0.18% expense ratio.
Dividends
IS0D.DE vs. WELN.DE - Dividend Comparison
Neither IS0D.DE nor WELN.DE has paid dividends to shareholders.
Frequently Asked Questions
IS0D.DE and WELN.DE have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELN.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELN.DE is cheaper with a 0.18% expense ratio, compared with 0.55% for IS0D.DE.
IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production, while WELN.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.55% for IS0D.DE and 0.18% for WELN.DE.
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