QDVK.DE vs. WELM.DE
QDVK.DE (iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)) and WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - QDVK.DE tracks the S&P 500 Capped 35/20 Consumer Discretionary while WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, QDVK.DE returned 13.82%/yr vs 0.41%/yr for WELM.DE. At a 0.16 correlation, their price movements are largely independent. QDVK.DE charges 0.15%/yr vs 0.18%/yr for WELM.DE.
Performance
QDVK.DE vs. WELM.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVK.DE achieves a -0.11% return, which is significantly lower than WELM.DE's 2.90% return.
QDVK.DE
- 1D
- 0.33%
- 1M
- -0.66%
- YTD
- -0.11%
- 6M
- -0.10%
- 1Y
- 9.79%
- 3Y*
- 13.82%
- 5Y*
- 9.12%
- 10Y*
- 12.66%
WELM.DE
- 1D
- -0.22%
- 1M
- -2.95%
- YTD
- 2.90%
- 6M
- 1.47%
- 1Y
- -1.94%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
QDVK.DE vs. WELM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | -0.11% | -5.11% | 38.60% | 38.90% | -15.54% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.90% | -6.92% | 9.50% | -2.21% | 2.15% |
Correlation
The correlation between QDVK.DE and WELM.DE is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.16 |
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Return for Risk
QDVK.DE vs. WELM.DE — Risk / Return Rank
QDVK.DE
WELM.DE
QDVK.DE vs. WELM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.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.
| QDVK.DE | WELM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.97 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | -0.37 | +1.10 |
| Martin ratioReturn relative to average drawdown | 2.00 | -0.70 | +2.69 |
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
| QDVK.DE | WELM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | -0.27 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.13 | +0.40 |
Drawdowns
QDVK.DE vs. WELM.DE - Drawdown Comparison
The maximum QDVK.DE drawdown since its inception was -37.28%, which is greater than WELM.DE's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for QDVK.DE and WELM.DE.
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Drawdown Indicators
| QDVK.DE | WELM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.28% | -13.66% | -23.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -9.30% | -4.35% |
Max Drawdown (3Y)Largest decline over 3 years | -30.81% | -13.66% | -17.15% |
Max Drawdown (5Y)Largest decline over 5 years | -37.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.28% | — | — |
Current DrawdownCurrent decline from peak | -10.02% | -8.92% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -5.59% | -3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 5.63% | -0.64% |
Volatility
QDVK.DE vs. WELM.DE - Volatility Comparison
iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) have volatilities of 5.33% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVK.DE | WELM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 5.09% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 10.23% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 12.75% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 12.50% | +9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 12.50% | +8.12% |
QDVK.DE vs. WELM.DE - Expense Ratio Comparison
QDVK.DE has a 0.15% expense ratio, which is lower than WELM.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
QDVK.DE vs. WELM.DE - Dividend Comparison
QDVK.DE has not paid dividends to shareholders, while WELM.DE's dividend yield for the trailing twelve months is around 2.27%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% |
Frequently Asked Questions
QDVK.DE and WELM.DE have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVK.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVK.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELM.DE.
QDVK.DE tracks S&P 500 Capped 35/20 Consumer Discretionary, while WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for QDVK.DE and 0.18% for WELM.DE.
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