LYPE.DE vs. WELG.DE
Compare and contrast key facts about Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE).
LYPE.DE and WELG.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LYPE.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World Health Care. It was launched on Aug 19, 2010. WELG.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. It was launched on Sep 20, 2022. Both LYPE.DE and WELG.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LYPE.DE or WELG.DE.
Key characteristics
LYPE.DE | WELG.DE | |
---|---|---|
YTD Return | 15.12% | 16.28% |
1Y Return | 14.91% | 17.07% |
Sharpe Ratio | 1.59 | 1.68 |
Daily Std Dev | 10.00% | 10.55% |
Max Drawdown | -25.95% | -10.04% |
Current Drawdown | -1.99% | -2.60% |
Correlation
The correlation between LYPE.DE and WELG.DE is 0.98, 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.
Performance
LYPE.DE vs. WELG.DE - Performance Comparison
In the year-to-date period, LYPE.DE achieves a 15.12% return, which is significantly lower than WELG.DE's 16.28% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LYPE.DE vs. WELG.DE - Expense Ratio Comparison
LYPE.DE has a 0.30% expense ratio, which is higher than WELG.DE's 0.18% expense ratio.
Risk-Adjusted Performance
LYPE.DE vs. WELG.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.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.
Dividends
LYPE.DE vs. WELG.DE - Dividend Comparison
LYPE.DE has not paid dividends to shareholders, while WELG.DE's dividend yield for the trailing twelve months is around 0.85%.
TTM | 2023 | |
---|---|---|
Amundi MSCI World Health Care UCITS ETF EUR Acc | 0.00% | 0.00% |
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | 0.85% | 0.17% |
Drawdowns
LYPE.DE vs. WELG.DE - Drawdown Comparison
The maximum LYPE.DE drawdown since its inception was -25.95%, which is greater than WELG.DE's maximum drawdown of -10.04%. Use the drawdown chart below to compare losses from any high point for LYPE.DE and WELG.DE. For additional features, visit the drawdowns tool.
Volatility
LYPE.DE vs. WELG.DE - Volatility Comparison
The current volatility for Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) is 2.43%, while Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) has a volatility of 2.86%. This indicates that LYPE.DE experiences smaller price fluctuations and is considered to be less risky than WELG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.