WELC.DE vs. EXH8.DE
WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) and EXH8.DE (iShares STOXX Europe 600 Retail UCITS ETF (DE)) are both Consumer Staples Equities funds - WELC.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary while EXH8.DE tracks the STOXX® Europe 600 Retail. Both are passively managed. Over the past 3 years, WELC.DE returned 9.08%/yr vs 12.48%/yr for EXH8.DE. A 0.54 correlation means they provide meaningful diversification when combined. WELC.DE charges 0.18%/yr vs 0.46%/yr for EXH8.DE.
Performance
WELC.DE vs. EXH8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELC.DE achieves a -1.47% return, which is significantly higher than EXH8.DE's -1.84% return.
WELC.DE
- 1D
- 0.30%
- 1M
- -0.33%
- YTD
- -1.47%
- 6M
- -1.22%
- 1Y
- 6.53%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
EXH8.DE
- 1D
- 0.97%
- 1M
- 7.60%
- YTD
- -1.84%
- 6M
- 0.30%
- 1Y
- 6.21%
- 3Y*
- 12.48%
- 5Y*
- 1.95%
- 10Y*
- 6.32%
WELC.DE vs. EXH8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | -1.47% | -5.06% | 29.51% | 30.69% | -8.13% |
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | -1.84% | 13.47% | 10.93% | 36.87% | 20.47% |
Correlation
The correlation between WELC.DE and EXH8.DE is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.54 |
The correlation between WELC.DE and EXH8.DE has been stable across timeframes, ranging from 0.51 to 0.54 - a consistent structural relationship.
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Return for Risk
WELC.DE vs. EXH8.DE — Risk / Return Rank
WELC.DE
EXH8.DE
WELC.DE vs. EXH8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) and iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.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.
| WELC.DE | EXH8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.48 | -0.03 |
| Martin ratioReturn relative to average drawdown | 1.21 | 1.09 | +0.12 |
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
| WELC.DE | EXH8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.33 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.30 | +0.30 |
Drawdowns
WELC.DE vs. EXH8.DE - Drawdown Comparison
The maximum WELC.DE drawdown since its inception was -28.15%, smaller than the maximum EXH8.DE drawdown of -54.89%. Use the drawdown chart below to compare losses from any high point for WELC.DE and EXH8.DE.
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Drawdown Indicators
| WELC.DE | EXH8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -54.89% | +26.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -12.96% | -1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -28.15% | -19.54% | -8.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -48.60% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.60% | — |
Current DrawdownCurrent decline from peak | -10.11% | -3.99% | -6.12% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -16.64% | +9.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 5.67% | -0.29% |
Volatility
WELC.DE vs. EXH8.DE - Volatility Comparison
The current volatility for Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) is 4.86%, while iShares STOXX Europe 600 Retail UCITS ETF (DE) (EXH8.DE) has a volatility of 6.03%. This indicates that WELC.DE experiences smaller price fluctuations and is considered to be less risky than EXH8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELC.DE | EXH8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 6.03% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 15.20% | -2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 18.59% | -2.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 21.53% | -3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 19.73% | -1.70% |
WELC.DE vs. EXH8.DE - Expense Ratio Comparison
WELC.DE has a 0.18% expense ratio, which is lower than EXH8.DE's 0.46% expense ratio.
Dividends
WELC.DE vs. EXH8.DE - Dividend Comparison
WELC.DE's dividend yield for the trailing twelve months is around 0.81%, less than EXH8.DE's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH8.DE iShares STOXX Europe 600 Retail UCITS ETF (DE) | 2.13% | 2.30% | 2.40% | 2.34% | 3.25% | 1.04% | 1.26% | 2.10% | 3.20% | 2.91% | 2.88% | 3.27% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.81% | 0.93% | 0.83% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELC.DE and EXH8.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELC.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELC.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH8.DE.
WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary, while EXH8.DE tracks STOXX® Europe 600 Retail. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELC.DE and 0.46% for EXH8.DE.
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