WELE.DE vs. 2B7D.DE
WELE.DE (Amundi S&P 500 Equal Weight ESG UCITS ETF Acc) and 2B7D.DE (iShares S&P 500 Consumer Staples 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 2B7D.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples. Both are passively managed. Over the past 3 years, WELE.DE returned 11.24%/yr vs 5.47%/yr for 2B7D.DE. At a 0.47 correlation, their price movements are largely independent. WELE.DE charges 0.18%/yr vs 0.15%/yr for 2B7D.DE.
Performance
WELE.DE vs. 2B7D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELE.DE achieves a 8.45% return, which is significantly higher than 2B7D.DE's 7.60% return.
WELE.DE
- 1D
- 0.41%
- 1M
- 4.81%
- YTD
- 8.45%
- 6M
- 9.89%
- 1Y
- 18.08%
- 3Y*
- 11.24%
- 5Y*
- —
- 10Y*
- —
2B7D.DE
- 1D
- 0.07%
- 1M
- -1.94%
- YTD
- 7.60%
- 6M
- 7.27%
- 1Y
- 0.48%
- 3Y*
- 5.47%
- 5Y*
- 7.77%
- 10Y*
- —
WELE.DE vs. 2B7D.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% |
2B7D.DE iShares S&P 500 Consumer Staples Sector UCITS ETF | 7.60% | -8.12% | 21.83% | -3.82% | 7.68% |
Correlation
The correlation between WELE.DE and 2B7D.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2022 | 0.47 |
The correlation between WELE.DE and 2B7D.DE shifts across timeframes, from 0.35 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WELE.DE vs. 2B7D.DE — Risk / Return Rank
WELE.DE
2B7D.DE
WELE.DE vs. 2B7D.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 Consumer Staples Sector UCITS ETF (2B7D.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 | 2B7D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +2.06 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.04 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 0.03 | +2.84 |
| Martin ratioReturn relative to average drawdown | 9.27 | 0.05 | +9.22 |
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
| WELE.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.02 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.35 | +0.39 |
Drawdowns
WELE.DE vs. 2B7D.DE - Drawdown Comparison
The maximum WELE.DE drawdown since its inception was -23.73%, smaller than the maximum 2B7D.DE drawdown of -26.89%. Use the drawdown chart below to compare losses from any high point for WELE.DE and 2B7D.DE.
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Drawdown Indicators
| WELE.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -26.89% | +3.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -16.85% | +10.57% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -16.85% | -6.88% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.21% | +9.21% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -8.47% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 8.88% | -6.93% |
Volatility
WELE.DE vs. 2B7D.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 Consumer Staples Sector UCITS ETF (2B7D.DE) has a volatility of 6.09%. This indicates that WELE.DE experiences smaller price fluctuations and is considered to be less risky than 2B7D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELE.DE | 2B7D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.24% | 6.09% | -3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 11.56% | -4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.35% | 25.70% | -14.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 16.48% | -2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 16.93% | -2.52% |
WELE.DE vs. 2B7D.DE - Expense Ratio Comparison
WELE.DE has a 0.18% expense ratio, which is higher than 2B7D.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. 2B7D.DE - Dividend Comparison
Neither WELE.DE nor 2B7D.DE has paid dividends to shareholders.
Frequently Asked Questions
WELE.DE and 2B7D.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7D.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7D.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 2B7D.DE is Consumer Staples Equities. WELE.DE tracks S&P 500 Equal Weight ESG Leaders Select, while 2B7D.DE tracks S&P 500 Capped 35/20 Consumer Staples. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELE.DE and 0.15% for 2B7D.DE.
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