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RIZF.DE vs. WELM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RIZF.DE vs. WELM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Rize Sustainable Future of Food UCITS ETF A USD (RIZF.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RIZF.DE achieves a 6.27% return, which is significantly lower than WELM.DE's 7.99% return.


RIZF.DE

1D
-0.67%
1M
2.06%
6M
0.53%
YTD
6.27%
1Y
-2.41%
3Y*
-4.72%
5Y*
-8.50%
10Y*

WELM.DE

1D
0.00%
1M
1.42%
6M
4.14%
YTD
7.99%
1Y
7.91%
3Y*
2.71%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIZF.DE vs. WELM.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
RIZF.DE
Rize Sustainable Future of Food UCITS ETF A USD
6.27%-13.70%-1.88%-4.62%-3.47%
WELM.DE
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist
7.99%-6.92%9.50%-2.21%0.24%

Correlation

The correlation between RIZF.DE and WELM.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2022

0.39

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Return for Risk

RIZF.DE vs. WELM.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIZF.DE
RIZF.DE Risk / Return Rank: 99
Overall Rank
RIZF.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
RIZF.DE Sortino Ratio Rank: 99
Sortino Ratio Rank
RIZF.DE Omega Ratio Rank: 88
Omega Ratio Rank
RIZF.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
RIZF.DE Martin Ratio Rank: 99
Martin Ratio Rank

WELM.DE
WELM.DE Risk / Return Rank: 2020
Overall Rank
WELM.DE Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
WELM.DE Sortino Ratio Rank: 2020
Sortino Ratio Rank
WELM.DE Omega Ratio Rank: 1919
Omega Ratio Rank
WELM.DE Calmar Ratio Rank: 2222
Calmar Ratio Rank
WELM.DE Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RIZF.DE vs. WELM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rize Sustainable Future of Food UCITS ETF A USD (RIZF.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RIZF.DEWELM.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

1.01

1.11

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.02

0.85

-0.87

Martin ratioReturn relative to average drawdown

-0.05

1.78

-1.83

RIZF.DE vs. WELM.DE - Sharpe Ratio Comparison

The current RIZF.DE Sharpe Ratio is -0.02, which is lower than the WELM.DE Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of RIZF.DE and WELM.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RIZF.DE vs. WELM.DE - Drawdown Comparison

The maximum RIZF.DE drawdown since its inception was -45.32%, 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 RIZF.DE and WELM.DE.


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Drawdown Indicators


RIZF.DEWELM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-45.32%

-13.66%

-31.66%

Max Drawdown (1Y)

Largest decline over 1 year

-15.34%

-9.30%

-6.04%

Max Drawdown (3Y)

Largest decline over 3 years

-25.69%

-13.66%

-12.03%

Max Drawdown (5Y)

Largest decline over 5 years

-45.32%

Current Drawdown

Current decline from peak

-38.58%

-4.41%

-34.17%

Average Drawdown

Average peak-to-trough decline

-24.65%

-5.37%

-19.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.92%

4.43%

+3.49%

Volatility

RIZF.DE vs. WELM.DE - Volatility Comparison

Rize Sustainable Future of Food UCITS ETF A USD (RIZF.DE) has a higher volatility of 4.99% compared to Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) at 4.63%. This indicates that RIZF.DE's price experiences larger fluctuations and is considered to be riskier than WELM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RIZF.DEWELM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.99%

4.63%

+0.36%

Volatility (6M)

Calculated over the trailing 6-month period

11.32%

10.85%

+0.47%

Volatility (1Y)

Calculated over the trailing 1-year period

16.03%

13.12%

+2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.84%

11.56%

+5.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.42%

11.56%

+4.86%

RIZF.DE vs. WELM.DE - Expense Ratio Comparison

RIZF.DE has a 0.45% expense ratio, which is higher than WELM.DE's 0.18% expense ratio.


Dividends

RIZF.DE vs. WELM.DE - Dividend Comparison

RIZF.DE has not paid dividends to shareholders, while WELM.DE's dividend yield for the trailing twelve months is around 2.16%.


PositionTTM202520242023
RIZF.DE
Rize Sustainable Future of Food UCITS ETF A USD
0.00%0.00%0.00%0.00%
WELM.DE
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist
2.16%2.18%2.02%2.48%

Frequently Asked Questions


RIZF.DE and WELM.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WELM.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WELM.DE is cheaper with a 0.18% expense ratio, compared with 0.45% for RIZF.DE.

RIZF.DE tracks Solactive RIZE ETF Sustainable Future of Food Index, while WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. They also come from different issuers: Rize ETF and Amundi. Their fees differ too: 0.45% for RIZF.DE and 0.18% for WELM.DE.

Portfolio Optimizer

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