WELD.DE vs. EXH9.DE
WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Acc) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both Utilities Equities funds - WELD.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities while EXH9.DE tracks the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 3 years, WELD.DE returned 11.09%/yr vs 16.47%/yr for EXH9.DE. A 0.78 correlation means they provide meaningful diversification when combined. WELD.DE charges 0.18%/yr vs 0.47%/yr for EXH9.DE.
Performance
WELD.DE vs. EXH9.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 EXH9.DE's 12.41% return.
WELD.DE
- 1D
- -1.00%
- 1M
- -4.45%
- YTD
- 6.78%
- 6M
- 6.19%
- 1Y
- 16.82%
- 3Y*
- 11.09%
- 5Y*
- —
- 10Y*
- —
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.27%
- YTD
- 12.41%
- 6M
- 14.24%
- 1Y
- 26.10%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
WELD.DE vs. EXH9.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% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | 15.77% |
Correlation
The correlation between WELD.DE and EXH9.DE is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.78 |
The correlation between WELD.DE and EXH9.DE has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
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Return for Risk
WELD.DE vs. EXH9.DE — Risk / Return Rank
WELD.DE
EXH9.DE
WELD.DE vs. EXH9.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 iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.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 | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 3.44 | -1.10 |
| Martin ratioReturn relative to average drawdown | 6.47 | 9.54 | -3.07 |
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 | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.74 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.73 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.42 | +0.52 |
Drawdowns
WELD.DE vs. EXH9.DE - Drawdown Comparison
The maximum WELD.DE drawdown since its inception was -14.07%, smaller than the maximum EXH9.DE drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for WELD.DE and EXH9.DE.
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Drawdown Indicators
| WELD.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.07% | -51.33% | +37.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.68% | -7.45% | +0.77% |
Max Drawdown (3Y)Largest decline over 3 years | -12.61% | -13.67% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.71% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.21% | — |
Current DrawdownCurrent decline from peak | -6.55% | -5.32% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -16.67% | +13.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.69% | -0.26% |
Volatility
WELD.DE vs. EXH9.DE - Volatility Comparison
The current volatility for Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) is 4.02%, while iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a volatility of 5.89%. This indicates that WELD.DE experiences smaller price fluctuations and is considered to be less risky than EXH9.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 | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 5.89% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 12.89% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 14.75% | -2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.35% | 16.00% | -2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 17.03% | -3.68% |
WELD.DE vs. EXH9.DE - Expense Ratio Comparison
WELD.DE has a 0.18% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
WELD.DE vs. EXH9.DE - Dividend Comparison
WELD.DE has not paid dividends to shareholders, while EXH9.DE's dividend yield for the trailing twelve months is around 2.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
WELD.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELD.DE and EXH9.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELD.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELD.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXH9.DE.
WELD.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while EXH9.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELD.DE and 0.47% for EXH9.DE.
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