WELE.DE vs. 2B7C.DE
WELE.DE (Amundi S&P 500 Equal Weight ESG UCITS ETF Acc) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both exchange-traded funds - WELE.DE is a S&P 500 fund tracking the S&P 500 Equal Weight ESG Leaders Select, while 2B7C.DE is a Industrials Equities fund tracking the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 3 years, WELE.DE returned 11.24%/yr vs 18.60%/yr for 2B7C.DE. Their correlation of 0.81 suggests significant overlap in exposure. WELE.DE charges 0.18%/yr vs 0.15%/yr for 2B7C.DE.
Performance
WELE.DE vs. 2B7C.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELE.DE achieves a 8.45% return, which is significantly lower than 2B7C.DE's 13.30% return.
WELE.DE
- 1D
- 0.41%
- 1M
- 4.81%
- YTD
- 8.45%
- 6M
- 9.89%
- 1Y
- 18.08%
- 3Y*
- 11.24%
- 5Y*
- —
- 10Y*
- —
2B7C.DE
- 1D
- -0.23%
- 1M
- 2.46%
- YTD
- 13.30%
- 6M
- 14.07%
- 1Y
- 20.91%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
WELE.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELE.DE Amundi S&P 500 Equal Weight ESG UCITS ETF Acc | 8.45% | 0.70% | 16.40% | 10.64% | 6.39% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | 12.85% |
Correlation
The correlation between WELE.DE and 2B7C.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2022 | 0.81 |
The correlation between WELE.DE and 2B7C.DE shifts across timeframes, from 0.69 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELE.DE vs. 2B7C.DE — Risk / Return Rank
WELE.DE
2B7C.DE
WELE.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| WELE.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.34 | +0.53 |
| Martin ratioReturn relative to average drawdown | 9.27 | 7.59 | +1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WELE.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.44 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.60 | +0.13 |
Drawdowns
WELE.DE vs. 2B7C.DE - Drawdown Comparison
The maximum WELE.DE drawdown since its inception was -23.73%, smaller than the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for WELE.DE and 2B7C.DE.
Loading charts...
Drawdown Indicators
| WELE.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -41.33% | +17.60% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -8.89% | +2.61% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -22.66% | -1.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.47% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -5.04% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 2.75% | -0.80% |
Volatility
WELE.DE vs. 2B7C.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.DE) is 2.24%, while iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) has a volatility of 3.74%. This indicates that WELE.DE experiences smaller price fluctuations and is considered to be less risky than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELE.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.24% | 3.74% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 10.98% | -3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.35% | 14.45% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 16.73% | -2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 19.35% | -4.94% |
WELE.DE vs. 2B7C.DE - Expense Ratio Comparison
WELE.DE has a 0.18% expense ratio, which is higher than 2B7C.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
WELE.DE vs. 2B7C.DE - Dividend Comparison
Neither WELE.DE nor 2B7C.DE has paid dividends to shareholders.
Frequently Asked Questions
WELE.DE and 2B7C.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELE.DE.
WELE.DE is categorized as S&P 500, while 2B7C.DE is Industrials Equities. WELE.DE tracks S&P 500 Equal Weight ESG Leaders Select, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELE.DE and 0.15% for 2B7C.DE.
Find the right allocation for WELE.DE and 2B7C.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer