SC04.DE vs. WELW.DE
SC04.DE (Invesco European Household Sector UCITS ETF) and WELW.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc) are both Consumer Staples Equities funds - SC04.DE tracks the STOXX® Europe 600 Optimised Personal & Household Goods while WELW.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, SC04.DE returned -0.12%/yr vs -0.01%/yr for WELW.DE. At a 0.44 correlation, their price movements are largely independent. SC04.DE charges 0.20%/yr vs 0.18%/yr for WELW.DE.
Performance
SC04.DE vs. WELW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SC04.DE achieves a -10.69% return, which is significantly lower than WELW.DE's 3.14% return.
SC04.DE
- 1D
- -0.09%
- 1M
- -1.26%
- YTD
- -10.69%
- 6M
- -10.59%
- 1Y
- -3.77%
- 3Y*
- -0.12%
- 5Y*
- 0.82%
- 10Y*
- 4.39%
WELW.DE
- 1D
- -0.10%
- 1M
- -2.96%
- YTD
- 3.14%
- 6M
- 1.22%
- 1Y
- -2.11%
- 3Y*
- -0.01%
- 5Y*
- —
- 10Y*
- —
SC04.DE vs. WELW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SC04.DE Invesco European Household Sector UCITS ETF | -10.69% | 7.57% | 7.08% | 8.48% | 8.84% |
WELW.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc | 3.14% | -7.11% | 9.48% | -1.99% | 5.34% |
Correlation
The correlation between SC04.DE and WELW.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.44 |
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Return for Risk
SC04.DE vs. WELW.DE — Risk / Return Rank
SC04.DE
WELW.DE
SC04.DE vs. WELW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Household Sector UCITS ETF (SC04.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc (WELW.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.
| SC04.DE | WELW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.97 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | -0.34 | +0.07 |
| Martin ratioReturn relative to average drawdown | -0.63 | -0.62 | 0.00 |
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
| SC04.DE | WELW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | -0.24 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.19 | +0.39 |
Drawdowns
SC04.DE vs. WELW.DE - Drawdown Comparison
The maximum SC04.DE drawdown since its inception was -29.42%, which is greater than WELW.DE's maximum drawdown of -13.88%. Use the drawdown chart below to compare losses from any high point for SC04.DE and WELW.DE.
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Drawdown Indicators
| SC04.DE | WELW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -13.88% | -15.54% |
Max Drawdown (1Y)Largest decline over 1 year | -15.34% | -9.17% | -6.17% |
Max Drawdown (3Y)Largest decline over 3 years | -17.60% | -13.88% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | — | — |
Current DrawdownCurrent decline from peak | -12.83% | -8.99% | -3.84% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -5.45% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 4.96% | +1.68% |
Volatility
SC04.DE vs. WELW.DE - Volatility Comparison
Invesco European Household Sector UCITS ETF (SC04.DE) has a higher volatility of 5.37% compared to Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc (WELW.DE) at 4.91%. This indicates that SC04.DE's price experiences larger fluctuations and is considered to be riskier than WELW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SC04.DE | WELW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 4.91% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 10.31% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 12.66% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 11.48% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 11.48% | +5.49% |
SC04.DE vs. WELW.DE - Expense Ratio Comparison
SC04.DE has a 0.20% expense ratio, which is higher than WELW.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
SC04.DE vs. WELW.DE - Dividend Comparison
Neither SC04.DE nor WELW.DE has paid dividends to shareholders.
Frequently Asked Questions
SC04.DE and WELW.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELW.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for SC04.DE.
SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods, while WELW.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. They also come from different issuers: Invesco and Amundi. Their fees differ too: 0.20% for SC04.DE and 0.18% for WELW.DE.
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