WELD.DE vs. WELQ.DE
WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Acc) and WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) are both Utilities Equities funds from Amundi tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. Both are passively managed. Over the past 3 years, WELD.DE returned 11.09%/yr vs 11.14%/yr for WELQ.DE. With a 0.97 correlation, they move nearly in lockstep. Both charge a 0.18% expense ratio.
Performance
WELD.DE vs. WELQ.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WELD.DE having a 6.78% return and WELQ.DE slightly higher at 6.91%.
WELD.DE
- 1D
- -1.00%
- 1M
- -5.21%
- YTD
- 6.78%
- 6M
- 5.30%
- 1Y
- 15.75%
- 3Y*
- 11.09%
- 5Y*
- —
- 10Y*
- —
WELQ.DE
- 1D
- -0.97%
- 1M
- -5.16%
- YTD
- 6.91%
- 6M
- 5.64%
- 1Y
- 15.91%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
WELD.DE vs. WELQ.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% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 6.91% | 18.60% | 9.91% | 1.75% | 9.13% |
Correlation
The correlation between WELD.DE and WELQ.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.97 |
The correlation between WELD.DE and WELQ.DE has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
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Return for Risk
WELD.DE vs. WELQ.DE — Risk / Return Rank
WELD.DE
WELQ.DE
WELD.DE vs. WELQ.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 Global Utilities ESG UCITS ETF EUR Dist (WELQ.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 | WELQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.36 | -0.01 |
| Martin ratioReturn relative to average drawdown | 6.47 | 6.63 | -0.16 |
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 | WELQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.32 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.97 | -0.03 |
Drawdowns
WELD.DE vs. WELQ.DE - Drawdown Comparison
The maximum WELD.DE drawdown since its inception was -14.07%, roughly equal to the maximum WELQ.DE drawdown of -13.98%. Use the drawdown chart below to compare losses from any high point for WELD.DE and WELQ.DE.
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Drawdown Indicators
| WELD.DE | WELQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.07% | -13.98% | -0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -6.68% | -6.71% | +0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -12.61% | -12.52% | -0.09% |
Current DrawdownCurrent decline from peak | -6.55% | -6.53% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -3.14% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.39% | +0.04% |
Volatility
WELD.DE vs. WELQ.DE - Volatility Comparison
Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) and Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) have volatilities of 4.02% and 4.07%, 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
| WELD.DE | WELQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 4.07% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 10.01% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 12.01% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.35% | 13.00% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 13.00% | +0.35% |
WELD.DE vs. WELQ.DE - Expense Ratio Comparison
Both WELD.DE and WELQ.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
WELD.DE vs. WELQ.DE - Dividend Comparison
WELD.DE has not paid dividends to shareholders, while WELQ.DE's dividend yield for the trailing twelve months is around 2.60%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELD.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.60% | 2.85% | 3.42% | 0.57% |
Frequently Asked Questions
With a correlation of 0.96, WELD.DE and WELQ.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WELD.DE and WELQ.DE have the same expense ratio: 0.18% per year.
Both ETFs track S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities.
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