WELC.DE vs. WELM.DE
WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) and WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds from Amundi - WELC.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary while WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, WELC.DE returned 9.08%/yr vs 0.41%/yr for WELM.DE. At a 0.17 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
WELC.DE vs. WELM.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 WELM.DE's 2.90% return.
WELC.DE
- 1D
- 0.30%
- 1M
- -0.44%
- YTD
- -1.47%
- 6M
- -1.83%
- 1Y
- 6.55%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
WELM.DE
- 1D
- -0.22%
- 1M
- -2.95%
- YTD
- 2.90%
- 6M
- 1.47%
- 1Y
- -1.94%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
WELC.DE vs. WELM.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% | -9.51% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.90% | -6.92% | 9.50% | -2.21% | 2.15% |
Correlation
The correlation between WELC.DE and WELM.DE is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2022 | 0.17 |
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Return for Risk
WELC.DE vs. WELM.DE — Risk / Return Rank
WELC.DE
WELM.DE
WELC.DE vs. WELM.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 S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.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 | WELM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.97 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | -0.37 | +0.81 |
| Martin ratioReturn relative to average drawdown | 1.21 | -0.70 | +1.91 |
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 | WELM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | -0.27 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.13 | +0.47 |
Drawdowns
WELC.DE vs. WELM.DE - Drawdown Comparison
The maximum WELC.DE drawdown since its inception was -28.15%, which is greater than WELM.DE's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for WELC.DE and WELM.DE.
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Drawdown Indicators
| WELC.DE | WELM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.15% | -13.66% | -14.49% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -9.30% | -5.34% |
Max Drawdown (3Y)Largest decline over 3 years | -28.15% | -13.66% | -14.49% |
Current DrawdownCurrent decline from peak | -10.11% | -8.92% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -5.59% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 5.63% | -0.25% |
Volatility
WELC.DE vs. WELM.DE - Volatility Comparison
Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) have volatilities of 4.86% and 5.09%, 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
| WELC.DE | WELM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 5.09% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 10.23% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 12.75% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 12.50% | +5.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 12.50% | +5.53% |
WELC.DE vs. WELM.DE - Expense Ratio Comparison
Both WELC.DE and WELM.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
WELC.DE vs. WELM.DE - Dividend Comparison
WELC.DE's dividend yield for the trailing twelve months is around 0.81%, less than WELM.DE's 2.27% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.81% | 0.93% | 0.83% | 0.73% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% |
Frequently Asked Questions
WELC.DE and WELM.DE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WELC.DE and WELM.DE have the same expense ratio: 0.18% per year.
WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary, while WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples.
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