WELC.DE vs. LYBK.DE
WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) and LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) are both exchange-traded funds - WELC.DE is a Consumer Staples Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary, while LYBK.DE is a Financials Equities fund tracking the EURO STOXX® Banks. Both are passively managed. Over the past 3 years, WELC.DE returned 9.08%/yr vs 45.91%/yr for LYBK.DE. At a 0.41 correlation, their price movements are largely independent. WELC.DE charges 0.18%/yr vs 0.30%/yr for LYBK.DE.
Performance
WELC.DE vs. LYBK.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 lower than LYBK.DE's 5.35% return.
WELC.DE
- 1D
- 0.30%
- 1M
- -0.33%
- YTD
- -1.47%
- 6M
- -1.22%
- 1Y
- 6.53%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
LYBK.DE
- 1D
- 0.92%
- 1M
- 2.70%
- YTD
- 5.35%
- 6M
- 12.73%
- 1Y
- 39.28%
- 3Y*
- 45.91%
- 5Y*
- 29.06%
- 10Y*
- —
WELC.DE vs. LYBK.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% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 5.35% | 91.46% | 30.53% | 30.34% | 22.70% |
Correlation
The correlation between WELC.DE and LYBK.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.41 |
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Return for Risk
WELC.DE vs. LYBK.DE — Risk / Return Rank
WELC.DE
LYBK.DE
WELC.DE vs. LYBK.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 Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.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 | LYBK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.29 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.41 | -1.97 |
| Martin ratioReturn relative to average drawdown | 1.21 | 7.56 | -6.35 |
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 | LYBK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 1.72 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.46 | +0.14 |
Drawdowns
WELC.DE vs. LYBK.DE - Drawdown Comparison
The maximum WELC.DE drawdown since its inception was -28.15%, smaller than the maximum LYBK.DE drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for WELC.DE and LYBK.DE.
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Drawdown Indicators
| WELC.DE | LYBK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -62.22% | +34.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -17.12% | +2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -28.15% | -19.90% | -8.25% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.32% | — |
Current DrawdownCurrent decline from peak | -10.11% | -1.83% | -8.28% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -19.62% | +12.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 5.47% | -0.09% |
Volatility
WELC.DE vs. LYBK.DE - Volatility Comparison
The current volatility for Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) is 4.86%, while Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a volatility of 5.84%. This indicates that WELC.DE experiences smaller price fluctuations and is considered to be less risky than LYBK.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 | LYBK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 5.84% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 19.19% | -6.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 23.95% | -7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 25.45% | -7.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 28.55% | -10.52% |
WELC.DE vs. LYBK.DE - Expense Ratio Comparison
WELC.DE has a 0.18% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.
Dividends
WELC.DE vs. LYBK.DE - Dividend Comparison
WELC.DE's dividend yield for the trailing twelve months is around 0.81%, while LYBK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.81% | 0.93% | 0.83% | 0.73% |
Frequently Asked Questions
WELC.DE and LYBK.DE have a correlation of 0.43, 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 0.30% for LYBK.DE.
WELC.DE is categorized as Consumer Staples Equities, while LYBK.DE is Financials Equities. WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary, while LYBK.DE tracks EURO STOXX® Banks. Their fees differ too: 0.18% for WELC.DE and 0.30% for LYBK.DE.
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