SC0U.DE vs. WELY.DE
Compare and contrast key facts about Invesco European Banks Sector UCITS ETF (SC0U.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE).
SC0U.DE and WELY.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SC0U.DE is a passively managed fund by Invesco that tracks the performance of the STOXX® Europe 600 Optimised Banks. It was launched on Jul 7, 2009. WELY.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. It was launched on Sep 20, 2022. Both SC0U.DE and WELY.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SC0U.DE vs. WELY.DE - Performance Comparison
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SC0U.DE vs. WELY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SC0U.DE Invesco European Banks Sector UCITS ETF | -3.93% | 79.97% | 32.49% | 25.93% | 20.30% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | -4.33% | 17.51% | 33.70% | 12.61% | 9.80% |
Returns By Period
In the year-to-date period, SC0U.DE achieves a -3.93% return, which is significantly higher than WELY.DE's -4.33% return.
SC0U.DE
- 1D
- 4.23%
- 1M
- -3.60%
- YTD
- -3.93%
- 6M
- 9.73%
- 1Y
- 36.13%
- 3Y*
- 40.13%
- 5Y*
- 27.22%
- 10Y*
- 13.28%
WELY.DE
- 1D
- 2.25%
- 1M
- -1.44%
- YTD
- -4.33%
- 6M
- 1.92%
- 1Y
- 8.97%
- 3Y*
- 20.28%
- 5Y*
- —
- 10Y*
- —
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SC0U.DE vs. WELY.DE - Expense Ratio Comparison
SC0U.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%.
Return for Risk
SC0U.DE vs. WELY.DE — Risk / Return Rank
SC0U.DE
WELY.DE
SC0U.DE vs. WELY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Banks Sector UCITS ETF (SC0U.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.
| SC0U.DE | WELY.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.49 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.76 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.11 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 0.87 | +1.30 |
Martin ratioReturn relative to average drawdown | 7.57 | 2.82 | +4.75 |
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
| SC0U.DE | WELY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.49 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 1.29 | -1.05 |
Correlation
The correlation between SC0U.DE and WELY.DE is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SC0U.DE vs. WELY.DE - Dividend Comparison
SC0U.DE has not paid dividends to shareholders, while WELY.DE's dividend yield for the trailing twelve months is around 2.24%.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SC0U.DE Invesco European Banks Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 2.24% | 2.01% | 1.54% | 0.25% |
Drawdowns
SC0U.DE vs. WELY.DE - Drawdown Comparison
The maximum SC0U.DE drawdown since its inception was -60.69%, 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 SC0U.DE and WELY.DE.
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Drawdown Indicators
| SC0U.DE | WELY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.69% | -19.85% | -40.84% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -14.99% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.85% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -56.61% | — | — |
Current DrawdownCurrent decline from peak | -11.00% | -6.22% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -20.56% | -3.19% | -17.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 3.18% | +1.61% |
Volatility
SC0U.DE vs. WELY.DE - Volatility Comparison
Invesco European Banks Sector UCITS ETF (SC0U.DE) has a higher volatility of 9.66% compared to Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) at 5.26%. This indicates that SC0U.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
| SC0U.DE | WELY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.66% | 5.26% | +4.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.76% | 10.15% | +6.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.08% | 18.12% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 15.02% | +8.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.69% | 15.02% | +10.67% |