SC02.DE vs. WELY.DE
SC02.DE (Invesco European Financials Sector UCITS ETF) and WELY.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Dist) are both Financials Equities funds - SC02.DE tracks the STOXX® Europe 600 Optimised Financial Services while WELY.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. Both are passively managed. Over the past 3 years, SC02.DE returned 16.32%/yr vs 21.58%/yr for WELY.DE. A 0.70 correlation means they provide meaningful diversification when combined. SC02.DE charges 0.20%/yr vs 0.18%/yr for WELY.DE.
Performance
SC02.DE vs. WELY.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SC02.DE having a 1.67% return and WELY.DE slightly lower at 1.63%.
SC02.DE
- 1D
- 1.84%
- 1M
- 0.07%
- YTD
- 1.67%
- 6M
- 8.51%
- 1Y
- 3.83%
- 3Y*
- 16.32%
- 5Y*
- 8.30%
- 10Y*
- 10.49%
WELY.DE
- 1D
- 1.93%
- 1M
- 2.92%
- YTD
- 1.63%
- 6M
- 6.08%
- 1Y
- 13.80%
- 3Y*
- 21.58%
- 5Y*
- —
- 10Y*
- —
SC02.DE vs. WELY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SC02.DE Invesco European Financials Sector UCITS ETF | 1.67% | 9.93% | 19.25% | 27.60% | 7.58% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 1.63% | 17.51% | 33.70% | 12.61% | 9.80% |
Correlation
The correlation between SC02.DE and WELY.DE is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.70 |
The correlation between SC02.DE and WELY.DE has been stable across timeframes, ranging from 0.69 to 0.71 - a consistent structural relationship.
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Return for Risk
SC02.DE vs. WELY.DE — Risk / Return Rank
SC02.DE
WELY.DE
SC02.DE vs. WELY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Financials Sector UCITS ETF (SC02.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.
| SC02.DE | WELY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.18 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.44 | -1.13 |
| Martin ratioReturn relative to average drawdown | 0.86 | 4.49 | -3.63 |
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
| SC02.DE | WELY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.01 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.36 | -0.81 |
Drawdowns
SC02.DE vs. WELY.DE - Drawdown Comparison
The maximum SC02.DE drawdown since its inception was -42.86%, 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 SC02.DE and WELY.DE.
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Drawdown Indicators
| SC02.DE | WELY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.86% | -19.85% | -23.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -9.52% | -2.65% |
Max Drawdown (3Y)Largest decline over 3 years | -19.17% | -19.85% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | — | — |
Current DrawdownCurrent decline from peak | -3.42% | -0.70% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -3.17% | -4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 3.06% | +1.40% |
Volatility
SC02.DE vs. WELY.DE - Volatility Comparison
Invesco European Financials Sector UCITS ETF (SC02.DE) has a higher volatility of 4.93% compared to Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) at 3.50%. This indicates that SC02.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
| SC02.DE | WELY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 3.50% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.72% | 10.32% | +2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.92% | 13.60% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.08% | 14.95% | +4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 14.95% | +5.70% |
SC02.DE vs. WELY.DE - Expense Ratio Comparison
SC02.DE has a 0.20% expense ratio, which is higher than WELY.DE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
SC02.DE vs. WELY.DE - Dividend Comparison
SC02.DE has not paid dividends to shareholders, while WELY.DE's dividend yield for the trailing twelve months is around 2.11%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
SC02.DE Invesco European Financials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 2.11% | 2.01% | 1.54% | 0.25% |
Frequently Asked Questions
SC02.DE and WELY.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELY.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELY.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for SC02.DE.
SC02.DE tracks STOXX® Europe 600 Optimised Financial Services, while WELY.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. They also come from different issuers: Invesco and Amundi. Their fees differ too: 0.20% for SC02.DE and 0.18% for WELY.DE.
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