QDVF.DE vs. WELN.DE
QDVF.DE (iShares S&P 500 Energy Sector UCITS ETF (Acc)) and WELN.DE (Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc) are both Energy Equities funds - QDVF.DE tracks the S&P 500 Capped 35/20 Energy while WELN.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. Both are passively managed. Over the past 3 years, QDVF.DE returned 13.74%/yr vs 14.42%/yr for WELN.DE. Their correlation of 0.92 suggests significant overlap in exposure. QDVF.DE charges 0.15%/yr vs 0.18%/yr for WELN.DE.
Performance
QDVF.DE vs. WELN.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with QDVF.DE having a 32.71% return and WELN.DE slightly higher at 33.78%.
QDVF.DE
- 1D
- -0.53%
- 1M
- 4.38%
- YTD
- 32.71%
- 6M
- 28.30%
- 1Y
- 45.00%
- 3Y*
- 13.74%
- 5Y*
- 21.44%
- 10Y*
- 8.97%
WELN.DE
- 1D
- -0.46%
- 1M
- -1.01%
- YTD
- 33.78%
- 6M
- 30.28%
- 1Y
- 42.71%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
QDVF.DE vs. WELN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 32.71% | -2.67% | 9.20% | -3.70% | -0.79% |
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 QDVF.DE and WELN.DE is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.92 |
The correlation between QDVF.DE and WELN.DE has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.
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Return for Risk
QDVF.DE vs. WELN.DE — Risk / Return Rank
QDVF.DE
WELN.DE
QDVF.DE vs. WELN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.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.
| QDVF.DE | WELN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 3.44 | -0.91 |
| Martin ratioReturn relative to average drawdown | 7.98 | 11.82 | -3.84 |
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
| QDVF.DE | WELN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 2.17 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.60 | -0.32 |
Drawdowns
QDVF.DE vs. WELN.DE - Drawdown Comparison
The maximum QDVF.DE drawdown since its inception was -65.81%, 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 QDVF.DE and WELN.DE.
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Drawdown Indicators
| QDVF.DE | WELN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.81% | -23.29% | -42.52% |
Max Drawdown (1Y)Largest decline over 1 year | -17.23% | -12.35% | -4.88% |
Max Drawdown (3Y)Largest decline over 3 years | -27.13% | -23.29% | -3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -27.13% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -65.81% | — | — |
Current DrawdownCurrent decline from peak | -8.92% | -4.95% | -3.97% |
Average DrawdownAverage peak-to-trough decline | -17.41% | -7.87% | -9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 3.60% | +1.89% |
Volatility
QDVF.DE vs. WELN.DE - Volatility Comparison
iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) has a higher volatility of 7.70% compared to Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) at 6.50%. This indicates that QDVF.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
| QDVF.DE | WELN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 6.50% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 20.43% | 16.38% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 19.61% | +4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.95% | 19.90% | +7.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.68% | 19.90% | +8.78% |
QDVF.DE vs. WELN.DE - Expense Ratio Comparison
QDVF.DE has a 0.15% expense ratio, which is lower than WELN.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
QDVF.DE vs. WELN.DE - Dividend Comparison
Neither QDVF.DE nor WELN.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.92, QDVF.DE and WELN.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, QDVF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVF.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELN.DE.
QDVF.DE tracks S&P 500 Capped 35/20 Energy, 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: 0.15% for QDVF.DE and 0.18% for WELN.DE.
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