SC0Z.DE vs. WELQ.DE
Compare and contrast key facts about Invesco European Utilities Sector UCITS ETF (SC0Z.DE) and Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE).
SC0Z.DE and WELQ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SC0Z.DE is a passively managed fund by Invesco that tracks the performance of the STOXX® Europe 600 Optimised Utilities. It was launched on Jul 8, 2009. WELQ.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. It was launched on Sep 20, 2022. Both SC0Z.DE and WELQ.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
SC0Z.DE vs. WELQ.DE - Performance Comparison
Loading graphics...
SC0Z.DE vs. WELQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SC0Z.DE Invesco European Utilities Sector UCITS ETF | 16.16% | 32.73% | 0.20% | 13.45% | 15.99% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 11.69% | 18.60% | 9.91% | 1.75% | 9.13% |
Returns By Period
In the year-to-date period, SC0Z.DE achieves a 16.16% return, which is significantly higher than WELQ.DE's 11.69% return.
SC0Z.DE
- 1D
- 2.06%
- 1M
- -0.76%
- YTD
- 16.16%
- 6M
- 27.26%
- 1Y
- 38.88%
- 3Y*
- 17.79%
- 5Y*
- 11.65%
- 10Y*
- 10.55%
WELQ.DE
- 1D
- 1.05%
- 1M
- -1.13%
- YTD
- 11.69%
- 6M
- 15.97%
- 1Y
- 24.75%
- 3Y*
- 13.04%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SC0Z.DE vs. WELQ.DE - Expense Ratio Comparison
SC0Z.DE has a 0.20% expense ratio, which is higher than WELQ.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
SC0Z.DE vs. WELQ.DE — Risk / Return Rank
SC0Z.DE
WELQ.DE
SC0Z.DE vs. WELQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Utilities Sector UCITS ETF (SC0Z.DE) and Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.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.
| SC0Z.DE | WELQ.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | 1.76 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.92 | 2.29 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.33 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.83 | 2.52 | +1.31 |
Martin ratioReturn relative to average drawdown | 14.11 | 10.38 | +3.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SC0Z.DE | WELQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 1.76 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 1.14 | -0.75 |
Correlation
The correlation between SC0Z.DE and WELQ.DE is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SC0Z.DE vs. WELQ.DE - Dividend Comparison
SC0Z.DE has not paid dividends to shareholders, while WELQ.DE's dividend yield for the trailing twelve months is around 2.49%.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SC0Z.DE Invesco European Utilities Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.49% | 2.85% | 3.42% | 0.57% |
Drawdowns
SC0Z.DE vs. WELQ.DE - Drawdown Comparison
The maximum SC0Z.DE drawdown since its inception was -33.41%, which is greater than WELQ.DE's maximum drawdown of -13.98%. Use the drawdown chart below to compare losses from any high point for SC0Z.DE and WELQ.DE.
Loading graphics...
Drawdown Indicators
| SC0Z.DE | WELQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.41% | -13.98% | -19.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.01% | -9.76% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | — | — |
Current DrawdownCurrent decline from peak | -1.64% | -2.24% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -3.12% | -5.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.37% | +0.35% |
Volatility
SC0Z.DE vs. WELQ.DE - Volatility Comparison
Invesco European Utilities Sector UCITS ETF (SC0Z.DE) has a higher volatility of 7.05% compared to Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) at 5.41%. This indicates that SC0Z.DE's price experiences larger fluctuations and is considered to be riskier than WELQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SC0Z.DE | WELQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.05% | 5.41% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 8.83% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 13.99% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 12.91% | +3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 12.91% | +4.15% |