WELE.DE vs. IU5C.DE
WELE.DE (Amundi S&P 500 Equal Weight ESG UCITS ETF Acc) and IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) are both exchange-traded funds - WELE.DE is a S&P 500 fund tracking the S&P 500 Equal Weight ESG Leaders Select, while IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services. Both are passively managed. Over the past 3 years, WELE.DE returned 11.24%/yr vs 23.65%/yr for IU5C.DE. A 0.53 correlation means they provide meaningful diversification when combined. WELE.DE charges 0.18%/yr vs 0.15%/yr for IU5C.DE.
Performance
WELE.DE vs. IU5C.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 IU5C.DE's 3.08% return.
WELE.DE
- 1D
- 0.41%
- 1M
- 4.81%
- YTD
- 8.45%
- 6M
- 9.89%
- 1Y
- 18.08%
- 3Y*
- 11.24%
- 5Y*
- —
- 10Y*
- —
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.12%
- YTD
- 3.08%
- 6M
- 1.78%
- 1Y
- 18.77%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
WELE.DE vs. IU5C.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% |
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -15.12% |
Correlation
The correlation between WELE.DE and IU5C.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2022 | 0.53 |
The correlation between WELE.DE and IU5C.DE shifts across timeframes, from 0.37 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WELE.DE vs. IU5C.DE — Risk / Return Rank
WELE.DE
IU5C.DE
WELE.DE vs. IU5C.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 Communication Sector UCITS ETF USD (Acc) (IU5C.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 | IU5C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.32 | +0.55 |
| Martin ratioReturn relative to average drawdown | 9.27 | 7.89 | +1.39 |
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 | IU5C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.35 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.73 | +0.01 |
Drawdowns
WELE.DE vs. IU5C.DE - Drawdown Comparison
The maximum WELE.DE drawdown since its inception was -23.73%, smaller than the maximum IU5C.DE drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for WELE.DE and IU5C.DE.
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Drawdown Indicators
| WELE.DE | IU5C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -39.23% | +15.50% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -8.06% | +1.78% |
Max Drawdown (3Y)Largest decline over 3 years | -23.73% | -23.61% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.23% | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.21% | +4.21% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -8.63% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 2.37% | -0.42% |
Volatility
WELE.DE vs. IU5C.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 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a volatility of 4.12%. This indicates that WELE.DE experiences smaller price fluctuations and is considered to be less risky than IU5C.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 | IU5C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.24% | 4.12% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 9.51% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.35% | 13.87% | -2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 19.30% | -4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 19.91% | -5.50% |
WELE.DE vs. IU5C.DE - Expense Ratio Comparison
WELE.DE has a 0.18% expense ratio, which is higher than IU5C.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. IU5C.DE - Dividend Comparison
Neither WELE.DE nor IU5C.DE has paid dividends to shareholders.
Frequently Asked Questions
WELE.DE and IU5C.DE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IU5C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.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 IU5C.DE is Communications Equities. WELE.DE tracks S&P 500 Equal Weight ESG Leaders Select, while IU5C.DE tracks S&P 500 Capped 35/20 Communication Services. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELE.DE and 0.15% for IU5C.DE.
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