WELD.DE vs. AUM5.DE
WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Acc) and AUM5.DE (Amundi S&P 500 UCITS ETF EUR) are both exchange-traded funds - WELD.DE is a Utilities Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while AUM5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 3 years, WELD.DE returned 11.09%/yr vs 18.95%/yr for AUM5.DE. At a 0.23 correlation, their price movements are largely independent. WELD.DE charges 0.18%/yr vs 0.15%/yr for AUM5.DE.
Performance
WELD.DE vs. AUM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELD.DE achieves a 6.78% return, which is significantly lower than AUM5.DE's 11.38% return.
WELD.DE
- 1D
- -1.00%
- 1M
- -5.21%
- YTD
- 6.78%
- 6M
- 5.30%
- 1Y
- 15.75%
- 3Y*
- 11.09%
- 5Y*
- —
- 10Y*
- —
AUM5.DE
- 1D
- -0.16%
- 1M
- 5.20%
- YTD
- 11.38%
- 6M
- 11.41%
- 1Y
- 25.66%
- 3Y*
- 18.95%
- 5Y*
- 14.88%
- 10Y*
- 15.11%
WELD.DE vs. AUM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELD.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Acc | 6.78% | 18.60% | 10.09% | 1.57% | 9.15% |
AUM5.DE Amundi S&P 500 UCITS ETF EUR | 11.38% | 4.80% | 32.39% | 22.64% | -3.07% |
Correlation
The correlation between WELD.DE and AUM5.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.23 |
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Return for Risk
WELD.DE vs. AUM5.DE — Risk / Return Rank
WELD.DE
AUM5.DE
WELD.DE vs. AUM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) and Amundi S&P 500 UCITS ETF EUR (AUM5.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.
| WELD.DE | AUM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.41 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 3.57 | -1.22 |
| Martin ratioReturn relative to average drawdown | 6.47 | 12.74 | -6.27 |
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
| WELD.DE | AUM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 2.20 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.97 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.96 | -0.02 |
Drawdowns
WELD.DE vs. AUM5.DE - Drawdown Comparison
The maximum WELD.DE drawdown since its inception was -14.07%, smaller than the maximum AUM5.DE drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for WELD.DE and AUM5.DE.
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Drawdown Indicators
| WELD.DE | AUM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.07% | -33.66% | +19.59% |
Max Drawdown (1Y)Largest decline over 1 year | -6.68% | -7.15% | +0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -12.61% | -23.30% | +10.69% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.66% | — |
Current DrawdownCurrent decline from peak | -6.55% | -0.46% | -6.09% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -4.00% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.01% | +0.42% |
Volatility
WELD.DE vs. AUM5.DE - Volatility Comparison
Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) has a higher volatility of 4.02% compared to Amundi S&P 500 UCITS ETF EUR (AUM5.DE) at 2.63%. This indicates that WELD.DE's price experiences larger fluctuations and is considered to be riskier than AUM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELD.DE | AUM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 2.63% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 7.61% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 11.64% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.35% | 15.19% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 16.07% | -2.72% |
WELD.DE vs. AUM5.DE - Expense Ratio Comparison
WELD.DE has a 0.18% expense ratio, which is higher than AUM5.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELD.DE vs. AUM5.DE - Dividend Comparison
Neither WELD.DE nor AUM5.DE has paid dividends to shareholders.
Frequently Asked Questions
WELD.DE and AUM5.DE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AUM5.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AUM5.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELD.DE.
WELD.DE is categorized as Utilities Equities, while AUM5.DE is S&P 500. WELD.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while AUM5.DE tracks S&P 500 Index. Their fees differ too: 0.18% for WELD.DE and 0.15% for AUM5.DE.
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