WELE.DE vs. SP2Q.DE
Compare and contrast key facts about Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.DE) and Invesco S&P 500 Equal Weight UCITS ETF Acc (SP2Q.DE).
WELE.DE and SP2Q.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELE.DE is a passively managed fund by Amundi that tracks the performance of the S&P 500 Equal Weight ESG Leaders Select. It was launched on Jun 22, 2023. SP2Q.DE is a passively managed fund by Invesco that tracks the performance of the S&P 500® Equal Weight. It was launched on Apr 6, 2021. Both WELE.DE and SP2Q.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WELE.DE vs. SP2Q.DE - Performance Comparison
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WELE.DE vs. SP2Q.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELE.DE Amundi S&P 500 Equal Weight ESG UCITS ETF Acc | -0.60% | 0.70% | 16.40% | 10.64% | 6.39% |
SP2Q.DE Invesco S&P 500 Equal Weight UCITS ETF Acc | 1.52% | -0.55% | 18.83% | 9.91% | 5.84% |
Returns By Period
In the year-to-date period, WELE.DE achieves a -0.60% return, which is significantly lower than SP2Q.DE's 1.52% return.
WELE.DE
- 1D
- 1.34%
- 1M
- -4.92%
- YTD
- -0.60%
- 6M
- 2.80%
- 1Y
- 5.05%
- 3Y*
- 8.59%
- 5Y*
- —
- 10Y*
- —
SP2Q.DE
- 1D
- 1.16%
- 1M
- -3.99%
- YTD
- 1.52%
- 6M
- 3.50%
- 1Y
- 5.13%
- 3Y*
- 9.46%
- 5Y*
- —
- 10Y*
- —
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WELE.DE vs. SP2Q.DE - Expense Ratio Comparison
WELE.DE has a 0.18% expense ratio, which is lower than SP2Q.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WELE.DE vs. SP2Q.DE — Risk / Return Rank
WELE.DE
SP2Q.DE
WELE.DE vs. SP2Q.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 Invesco S&P 500 Equal Weight UCITS ETF Acc (SP2Q.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 | SP2Q.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.31 | -0.02 |
Sortino ratioReturn per unit of downside risk | 0.51 | 0.52 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.53 | +0.01 |
Martin ratioReturn relative to average drawdown | 2.10 | 2.13 | -0.03 |
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 | SP2Q.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.31 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.65 | -0.05 |
Correlation
The correlation between WELE.DE and SP2Q.DE is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WELE.DE vs. SP2Q.DE - Dividend Comparison
Neither WELE.DE nor SP2Q.DE has paid dividends to shareholders.
Drawdowns
WELE.DE vs. SP2Q.DE - Drawdown Comparison
The maximum WELE.DE drawdown since its inception was -23.73%, roughly equal to the maximum SP2Q.DE drawdown of -22.73%. Use the drawdown chart below to compare losses from any high point for WELE.DE and SP2Q.DE.
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Drawdown Indicators
| WELE.DE | SP2Q.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -22.73% | -1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -14.57% | -0.06% |
Current DrawdownCurrent decline from peak | -6.00% | -4.88% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -5.79% | -5.35% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.43% | +0.05% |
Volatility
WELE.DE vs. SP2Q.DE - Volatility Comparison
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc (WELE.DE) has a higher volatility of 3.65% compared to Invesco S&P 500 Equal Weight UCITS ETF Acc (SP2Q.DE) at 3.41%. This indicates that WELE.DE's price experiences larger fluctuations and is considered to be riskier than SP2Q.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 | SP2Q.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 3.41% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 7.45% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 16.24% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 15.63% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.59% | 15.63% | -1.04% |