IUSQ.DE vs. WELK.DE
IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) and WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) are both exchange-traded funds - IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI), while WELK.DE is a Financials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. Both are passively managed. Over the past 3 years, IUSQ.DE returned 17.93%/yr vs 21.67%/yr for WELK.DE. A 0.74 correlation means they provide meaningful diversification when combined. IUSQ.DE charges 0.20%/yr vs 0.18%/yr for WELK.DE.
Performance
IUSQ.DE vs. WELK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSQ.DE achieves a 12.65% return, which is significantly higher than WELK.DE's 1.91% return.
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
WELK.DE
- 1D
- 2.00%
- 1M
- 1.21%
- YTD
- 1.91%
- 6M
- 5.76%
- 1Y
- 13.95%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
IUSQ.DE vs. WELK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -0.41% |
WELK.DE Amundi S&P Global Financials ESG UCITS ETF EUR Acc | 1.91% | 17.19% | 33.74% | 12.60% | 9.71% |
Correlation
The correlation between IUSQ.DE and WELK.DE is 0.66, 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 | 0.66 |
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 IUSQ.DE and WELK.DE has been stable across timeframes, ranging from 0.66 to 0.74 - a consistent structural relationship.
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Return for Risk
IUSQ.DE vs. WELK.DE — Risk / Return Rank
IUSQ.DE
WELK.DE
IUSQ.DE vs. WELK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.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.
| IUSQ.DE | WELK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.17 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 1.42 | +2.66 |
| Martin ratioReturn relative to average drawdown | 16.69 | 4.51 | +12.18 |
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
| IUSQ.DE | WELK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | 1.00 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.33 | -0.57 |
Drawdowns
IUSQ.DE vs. WELK.DE - Drawdown Comparison
The maximum IUSQ.DE drawdown since its inception was -33.60%, which is greater than WELK.DE's maximum drawdown of -20.08%. Use the drawdown chart below to compare losses from any high point for IUSQ.DE and WELK.DE.
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Drawdown Indicators
| IUSQ.DE | WELK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.60% | -20.08% | -13.52% |
Max Drawdown (1Y)Largest decline over 1 year | -6.48% | -9.66% | +3.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.25% | -20.08% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -21.25% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.60% | — | — |
Current DrawdownCurrent decline from peak | -0.55% | -0.71% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -4.19% | -3.18% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 3.05% | -1.46% |
Volatility
IUSQ.DE vs. WELK.DE - Volatility Comparison
The current volatility for iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) is 3.03%, while Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) has a volatility of 3.58%. This indicates that IUSQ.DE experiences smaller price fluctuations and is considered to be less risky than WELK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSQ.DE | WELK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.03% | 3.58% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 8.26% | 10.56% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.47% | 13.80% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 15.29% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.02% | 15.29% | -0.27% |
IUSQ.DE vs. WELK.DE - Expense Ratio Comparison
IUSQ.DE has a 0.20% expense ratio, which is higher than WELK.DE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSQ.DE vs. WELK.DE - Dividend Comparison
Neither IUSQ.DE nor WELK.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSQ.DE and WELK.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELK.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELK.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for IUSQ.DE.
IUSQ.DE is categorized as Global Equities, while WELK.DE is Financials Equities. IUSQ.DE tracks MSCI All Country World (ACWI), while WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for IUSQ.DE and 0.18% for WELK.DE.
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