WELC.DE vs. EXV9.DE
WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) and EXV9.DE (iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE)) are both Consumer Staples Equities funds - WELC.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary while EXV9.DE tracks the STOXX® Europe 600 Travel & Leisure. Both are passively managed. Over the past 3 years, WELC.DE returned 9.08%/yr vs 4.56%/yr for EXV9.DE. A 0.56 correlation means they provide meaningful diversification when combined. WELC.DE charges 0.18%/yr vs 0.46%/yr for EXV9.DE.
Performance
WELC.DE vs. EXV9.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 EXV9.DE's -1.78% return.
WELC.DE
- 1D
- 0.30%
- 1M
- -0.44%
- YTD
- -1.47%
- 6M
- -1.83%
- 1Y
- 6.55%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
EXV9.DE
- 1D
- 0.37%
- 1M
- 4.81%
- YTD
- -1.78%
- 6M
- 3.06%
- 1Y
- 7.31%
- 3Y*
- 4.56%
- 5Y*
- 1.28%
- 10Y*
- 2.26%
WELC.DE vs. EXV9.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% |
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) | -1.78% | 5.96% | 13.80% | 21.47% | 13.87% |
Correlation
The correlation between WELC.DE and EXV9.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.56 |
The correlation between WELC.DE and EXV9.DE has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
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Return for Risk
WELC.DE vs. EXV9.DE — Risk / Return Rank
WELC.DE
EXV9.DE
WELC.DE vs. EXV9.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 Travel & Leisure UCITS ETF (DE) (EXV9.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 | EXV9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.49 | -0.04 |
| Martin ratioReturn relative to average drawdown | 1.21 | 1.16 | +0.05 |
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 | EXV9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.31 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.05 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.24 | +0.36 |
Drawdowns
WELC.DE vs. EXV9.DE - Drawdown Comparison
The maximum WELC.DE drawdown since its inception was -28.15%, smaller than the maximum EXV9.DE drawdown of -64.31%. Use the drawdown chart below to compare losses from any high point for WELC.DE and EXV9.DE.
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Drawdown Indicators
| WELC.DE | EXV9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -64.31% | +36.16% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -14.06% | -0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -28.15% | -24.90% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.08% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.24% | — |
Current DrawdownCurrent decline from peak | -10.11% | -3.20% | -6.91% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -14.99% | +8.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 5.88% | -0.50% |
Volatility
WELC.DE vs. EXV9.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 Travel & Leisure UCITS ETF (DE) (EXV9.DE) has a volatility of 6.30%. This indicates that WELC.DE experiences smaller price fluctuations and is considered to be less risky than EXV9.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 | EXV9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 6.30% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 17.97% | -5.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 22.12% | -5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 24.05% | -6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 25.10% | -7.07% |
WELC.DE vs. EXV9.DE - Expense Ratio Comparison
WELC.DE has a 0.18% expense ratio, which is lower than EXV9.DE's 0.46% expense ratio.
Dividends
WELC.DE vs. EXV9.DE - Dividend Comparison
WELC.DE's dividend yield for the trailing twelve months is around 0.81%, less than EXV9.DE's 3.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV9.DE iShares STOXX Europe 600 Travel & Leisure UCITS ETF (DE) | 3.82% | 3.66% | 1.58% | 0.83% | 0.24% | 0.00% | 1.28% | 2.79% | 2.13% | 3.15% | 3.77% | 2.65% |
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 EXV9.DE have a correlation of 0.48, 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 EXV9.DE.
WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary, while EXV9.DE tracks STOXX® Europe 600 Travel & Leisure. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELC.DE and 0.46% for EXV9.DE.
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