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SPFT.DE vs. WELL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPFT.DE vs. WELL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI World Technology UCITS ETF (SPFT.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.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, SPFT.DE achieves a 25.08% return, which is significantly higher than WELL.DE's 21.22% return.


SPFT.DE

1D
-2.01%
1M
14.79%
YTD
25.08%
6M
23.96%
1Y
48.68%
3Y*
5Y*
10Y*

WELL.DE

1D
-1.85%
1M
12.90%
YTD
21.22%
6M
19.95%
1Y
44.12%
3Y*
27.36%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPFT.DE vs. WELL.DE - Yearly Performance Comparison


2026 (YTD)202520242023
SPFT.DE
SPDR MSCI World Technology UCITS ETF
25.08%9.48%41.35%3.97%
WELL.DE
Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist
21.22%9.77%38.81%3.24%

Correlation

The correlation between SPFT.DE and WELL.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.99

Correlation (All Time)
Calculated using the full available price history since Nov 21, 2023

0.99

The correlation between SPFT.DE and WELL.DE has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.

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Return for Risk

SPFT.DE vs. WELL.DE — Risk / Return Rank

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

SPFT.DE
SPFT.DE Risk / Return Rank: 6464
Overall Rank
SPFT.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SPFT.DE Sortino Ratio Rank: 6868
Sortino Ratio Rank
SPFT.DE Omega Ratio Rank: 6464
Omega Ratio Rank
SPFT.DE Calmar Ratio Rank: 6464
Calmar Ratio Rank
SPFT.DE Martin Ratio Rank: 5050
Martin Ratio Rank

WELL.DE
WELL.DE Risk / Return Rank: 5757
Overall Rank
WELL.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
WELL.DE Sortino Ratio Rank: 6262
Sortino Ratio Rank
WELL.DE Omega Ratio Rank: 5959
Omega Ratio Rank
WELL.DE Calmar Ratio Rank: 5656
Calmar Ratio Rank
WELL.DE Martin Ratio Rank: 4444
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.

SPFT.DE vs. WELL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Technology UCITS ETF (SPFT.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.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.


SPFT.DEWELL.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.23

Omega ratioGain probability vs. loss probability

1.38

1.36

+0.03

Calmar ratioReturn relative to maximum drawdown

3.11

2.71

+0.39

Martin ratioReturn relative to average drawdown

8.21

7.03

+1.18

SPFT.DE vs. WELL.DE - Sharpe Ratio Comparison

The current SPFT.DE Sharpe Ratio is 2.37, which is comparable to the WELL.DE Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of SPFT.DE and WELL.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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Sharpe Ratios by Period


SPFT.DEWELL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

2.17

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

1.38

1.52

-0.14

Drawdowns

SPFT.DE vs. WELL.DE - Drawdown Comparison

The maximum SPFT.DE drawdown since its inception was -29.42%, roughly equal to the maximum WELL.DE drawdown of -28.78%. Use the drawdown chart below to compare losses from any high point for SPFT.DE and WELL.DE.


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Drawdown Indicators


SPFT.DEWELL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-29.42%

-28.78%

-0.64%

Max Drawdown (1Y)

Largest decline over 1 year

-15.59%

-16.18%

+0.59%

Max Drawdown (3Y)

Largest decline over 3 years

-28.78%

Current Drawdown

Current decline from peak

-2.56%

-2.72%

+0.16%

Average Drawdown

Average peak-to-trough decline

-5.35%

-4.72%

-0.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.91%

6.26%

-0.35%

Volatility

SPFT.DE vs. WELL.DE - Volatility Comparison

SPDR MSCI World Technology UCITS ETF (SPFT.DE) and Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) have volatilities of 7.08% and 6.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPFT.DEWELL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.08%

6.79%

+0.29%

Volatility (6M)

Calculated over the trailing 6-month period

14.94%

14.75%

+0.19%

Volatility (1Y)

Calculated over the trailing 1-year period

20.42%

20.24%

+0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.91%

22.20%

+0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.91%

22.20%

+0.71%

SPFT.DE vs. WELL.DE - Expense Ratio Comparison

SPFT.DE has a 0.30% expense ratio, which is higher than WELL.DE's 0.18% expense ratio.


Dividends

SPFT.DE vs. WELL.DE - Dividend Comparison

SPFT.DE has not paid dividends to shareholders, while WELL.DE's dividend yield for the trailing twelve months is around 0.27%.


PositionTTM202520242023
SPFT.DE
SPDR MSCI World Technology UCITS ETF
0.00%0.00%0.00%0.00%
WELL.DE
Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist
0.27%0.35%0.36%0.14%

Frequently Asked Questions


With a correlation of 0.99, SPFT.DE and WELL.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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

WELL.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for SPFT.DE.

SPFT.DE tracks MSCI World Information Technology 35/20 Capped Index, while WELL.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. They also come from different issuers: State Street and Amundi. Their fees differ too: 0.30% for SPFT.DE and 0.18% for WELL.DE.

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