LYBK.DE vs. WELY.DE
LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) and WELY.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Dist) are both Financials Equities funds from Amundi - LYBK.DE tracks the EURO STOXX® Banks while WELY.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. Both are passively managed. Over the past 3 years, LYBK.DE returned 45.91%/yr vs 21.58%/yr for WELY.DE. A 0.64 correlation means they provide meaningful diversification when combined. LYBK.DE charges 0.30%/yr vs 0.18%/yr for WELY.DE.
Performance
LYBK.DE vs. WELY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LYBK.DE achieves a 5.35% return, which is significantly higher than WELY.DE's 1.63% return.
LYBK.DE
- 1D
- 0.92%
- 1M
- 2.70%
- YTD
- 5.35%
- 6M
- 12.73%
- 1Y
- 39.28%
- 3Y*
- 45.91%
- 5Y*
- 29.06%
- 10Y*
- —
WELY.DE
- 1D
- 1.93%
- 1M
- 1.30%
- YTD
- 1.63%
- 6M
- 5.73%
- 1Y
- 13.90%
- 3Y*
- 21.58%
- 5Y*
- —
- 10Y*
- —
LYBK.DE vs. WELY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 5.35% | 91.46% | 30.53% | 30.34% | 22.70% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 1.63% | 17.51% | 33.70% | 12.61% | 9.80% |
Correlation
The correlation between LYBK.DE and WELY.DE is 0.68, 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 | 0.68 |
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 | 0.64 |
The correlation between LYBK.DE and WELY.DE has been stable across timeframes, ranging from 0.63 to 0.68 - a consistent structural relationship.
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Return for Risk
LYBK.DE vs. WELY.DE — Risk / Return Rank
LYBK.DE
WELY.DE
LYBK.DE vs. WELY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.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.
| LYBK.DE | WELY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 1.44 | +0.97 |
| Martin ratioReturn relative to average drawdown | 7.56 | 4.49 | +3.07 |
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
| LYBK.DE | WELY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 1.01 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 1.36 | -0.90 |
Drawdowns
LYBK.DE vs. WELY.DE - Drawdown Comparison
The maximum LYBK.DE drawdown since its inception was -62.22%, which is greater than WELY.DE's maximum drawdown of -19.85%. Use the drawdown chart below to compare losses from any high point for LYBK.DE and WELY.DE.
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Drawdown Indicators
| LYBK.DE | WELY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.22% | -19.85% | -42.37% |
Max Drawdown (1Y)Largest decline over 1 year | -17.12% | -9.52% | -7.60% |
Max Drawdown (3Y)Largest decline over 3 years | -19.90% | -19.85% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -34.32% | — | — |
Current DrawdownCurrent decline from peak | -1.83% | -0.70% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -19.62% | -3.17% | -16.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 3.06% | +2.41% |
Volatility
LYBK.DE vs. WELY.DE - Volatility Comparison
Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a higher volatility of 5.84% compared to Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) at 3.50%. This indicates that LYBK.DE's price experiences larger fluctuations and is considered to be riskier than WELY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYBK.DE | WELY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 3.50% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 19.19% | 10.32% | +8.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.95% | 13.60% | +10.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.45% | 14.95% | +10.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.55% | 14.95% | +13.60% |
LYBK.DE vs. WELY.DE - Expense Ratio Comparison
LYBK.DE has a 0.30% expense ratio, which is higher than WELY.DE's 0.18% expense ratio.
Dividends
LYBK.DE vs. WELY.DE - Dividend Comparison
LYBK.DE has not paid dividends to shareholders, while WELY.DE's dividend yield for the trailing twelve months is around 2.11%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 2.11% | 2.01% | 1.54% | 0.25% |
Frequently Asked Questions
LYBK.DE and WELY.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELY.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELY.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for LYBK.DE.
LYBK.DE tracks EURO STOXX® Banks, while WELY.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. Their fees differ too: 0.30% for LYBK.DE and 0.18% for WELY.DE.
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