WELC.DE vs. XDWC.DE
Compare and contrast key facts about Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) and Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE).
WELC.DE and XDWC.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELC.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. It was launched on Sep 20, 2022. XDWC.DE is a passively managed fund by Xtrackers that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Mar 14, 2016. Both WELC.DE and XDWC.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELC.DE or XDWC.DE.
Correlation
The correlation between WELC.DE and XDWC.DE is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WELC.DE vs. XDWC.DE - Performance Comparison
Key characteristics
WELC.DE:
1.62
XDWC.DE:
1.68
WELC.DE:
2.19
XDWC.DE:
2.21
WELC.DE:
1.31
XDWC.DE:
1.32
WELC.DE:
2.15
XDWC.DE:
1.75
WELC.DE:
7.00
XDWC.DE:
7.48
WELC.DE:
3.62%
XDWC.DE:
3.42%
WELC.DE:
15.59%
XDWC.DE:
15.29%
WELC.DE:
-13.20%
XDWC.DE:
-35.13%
WELC.DE:
-3.92%
XDWC.DE:
-3.41%
Returns By Period
In the year-to-date period, WELC.DE achieves a -0.01% return, which is significantly lower than XDWC.DE's 1.25% return.
WELC.DE
-0.01%
-1.69%
24.76%
25.30%
N/A
N/A
XDWC.DE
1.25%
-0.77%
25.45%
26.15%
12.64%
N/A
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WELC.DE vs. XDWC.DE - Expense Ratio Comparison
WELC.DE has a 0.18% expense ratio, which is lower than XDWC.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
WELC.DE vs. XDWC.DE — Risk-Adjusted Performance Rank
WELC.DE
XDWC.DE
WELC.DE vs. XDWC.DE - Risk-Adjusted Performance 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 Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.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.
Dividends
WELC.DE vs. XDWC.DE - Dividend Comparison
WELC.DE's dividend yield for the trailing twelve months is around 0.89%, while XDWC.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.89% | 0.83% | 0.73% |
XDWC.DE Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C | 0.00% | 0.00% | 0.00% |
Drawdowns
WELC.DE vs. XDWC.DE - Drawdown Comparison
The maximum WELC.DE drawdown since its inception was -13.20%, smaller than the maximum XDWC.DE drawdown of -35.13%. Use the drawdown chart below to compare losses from any high point for WELC.DE and XDWC.DE. For additional features, visit the drawdowns tool.
Volatility
WELC.DE vs. XDWC.DE - Volatility Comparison
Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) has a higher volatility of 3.91% compared to Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.DE) at 3.26%. This indicates that WELC.DE's price experiences larger fluctuations and is considered to be riskier than XDWC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.