LYPD.DE vs. WELY.DE
Compare and contrast key facts about Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE).
LYPD.DE and WELY.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LYPD.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World Financials. It was launched on Aug 23, 2010. WELY.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. It was launched on Sep 20, 2022. Both LYPD.DE and WELY.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
LYPD.DE vs. WELY.DE - Performance Comparison
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LYPD.DE vs. WELY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | -4.42% | 15.56% | 33.60% | 12.32% | 5.28% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | -4.33% | 17.51% | 33.70% | 12.61% | 9.80% |
Returns By Period
The year-to-date returns for both investments are quite close, with LYPD.DE having a -4.42% return and WELY.DE slightly higher at -4.33%.
LYPD.DE
- 1D
- 2.98%
- 1M
- -1.23%
- YTD
- -4.42%
- 6M
- 0.88%
- 1Y
- 7.43%
- 3Y*
- 19.73%
- 5Y*
- 12.91%
- 10Y*
- 11.75%
WELY.DE
- 1D
- 2.25%
- 1M
- -1.44%
- YTD
- -4.33%
- 6M
- 1.92%
- 1Y
- 8.97%
- 3Y*
- 20.28%
- 5Y*
- —
- 10Y*
- —
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LYPD.DE vs. WELY.DE - Expense Ratio Comparison
LYPD.DE has a 0.30% expense ratio, which is higher than WELY.DE's 0.18% expense ratio.
Return for Risk
LYPD.DE vs. WELY.DE — Risk / Return Rank
LYPD.DE
WELY.DE
LYPD.DE vs. WELY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.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.
| LYPD.DE | WELY.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.49 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.67 | 0.76 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.87 | -0.15 |
Martin ratioReturn relative to average drawdown | 2.27 | 2.82 | -0.55 |
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
| LYPD.DE | WELY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.49 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.29 | -0.73 |
Correlation
The correlation between LYPD.DE and WELY.DE is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LYPD.DE vs. WELY.DE - Dividend Comparison
LYPD.DE has not paid dividends to shareholders, while WELY.DE's dividend yield for the trailing twelve months is around 2.24%.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 2.24% | 2.01% | 1.54% | 0.25% |
Drawdowns
LYPD.DE vs. WELY.DE - Drawdown Comparison
The maximum LYPD.DE drawdown since its inception was -42.19%, 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 LYPD.DE and WELY.DE.
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Drawdown Indicators
| LYPD.DE | WELY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.19% | -19.85% | -22.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.90% | -14.99% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -20.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.19% | — | — |
Current DrawdownCurrent decline from peak | -6.25% | -6.22% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -3.19% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.18% | +0.09% |
Volatility
LYPD.DE vs. WELY.DE - Volatility Comparison
Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) has a higher volatility of 5.58% compared to Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) at 5.26%. This indicates that LYPD.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
| LYPD.DE | WELY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 5.26% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 10.15% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.54% | 18.12% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 15.02% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 15.02% | +3.76% |