WELG.DE vs. EXV4.DE
WELG.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Dist) and EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) are both Health & Biotech Equities funds - WELG.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care while EXV4.DE tracks the STOXX® Europe 600 Health Care. Both are passively managed. Over the past 3 years, WELG.DE returned 6.00%/yr vs 5.05%/yr for EXV4.DE. A 0.73 correlation means they provide meaningful diversification when combined. WELG.DE charges 0.18%/yr vs 0.46%/yr for EXV4.DE.
Performance
WELG.DE vs. EXV4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELG.DE achieves a 2.77% return, which is significantly higher than EXV4.DE's 1.75% return.
WELG.DE
- 1D
- 0.00%
- 1M
- 6.16%
- 6M
- 0.67%
- YTD
- 2.77%
- 1Y
- 17.27%
- 3Y*
- 6.00%
- 5Y*
- —
- 10Y*
- —
EXV4.DE
- 1D
- 0.14%
- 1M
- 3.01%
- 6M
- -2.77%
- YTD
- 1.75%
- 1Y
- 14.39%
- 3Y*
- 5.05%
- 5Y*
- 4.54%
- 10Y*
- 6.04%
WELG.DE vs. EXV4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | 2.77% | 1.26% | 7.51% | 1.94% | 2.40% |
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.75% | 7.23% | 3.85% | 7.52% | 5.39% |
Correlation
The correlation between WELG.DE and EXV4.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.73 |
The correlation between WELG.DE and EXV4.DE has been stable across timeframes, ranging from 0.73 to 0.78 - a consistent structural relationship.
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Return for Risk
WELG.DE vs. EXV4.DE — Risk / Return Rank
WELG.DE
EXV4.DE
WELG.DE vs. EXV4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) and iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WELG.DE | EXV4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.14 | +0.25 |
| Martin ratioReturn relative to average drawdown | 3.22 | 2.60 | +0.62 |
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Drawdowns
WELG.DE vs. EXV4.DE - Drawdown Comparison
The maximum WELG.DE drawdown since its inception was -23.11%, smaller than the maximum EXV4.DE drawdown of -37.49%. Use the drawdown chart below to compare losses from any high point for WELG.DE and EXV4.DE.
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Drawdown Indicators
| WELG.DE | EXV4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.11% | -37.49% | +14.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -12.57% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.11% | -26.55% | +3.44% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.55% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.55% | — |
Current DrawdownCurrent decline from peak | -6.29% | -7.71% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -8.93% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 5.52% | -0.17% |
Volatility
WELG.DE vs. EXV4.DE - Volatility Comparison
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) and iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) have volatilities of 5.37% and 5.52%, 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
| WELG.DE | EXV4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 5.52% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.21% | 12.70% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 17.09% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 15.75% | -2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 15.73% | -1.98% |
WELG.DE vs. EXV4.DE - Expense Ratio Comparison
WELG.DE has a 0.18% expense ratio, which is lower than EXV4.DE's 0.46% expense ratio.
Dividends
WELG.DE vs. EXV4.DE - Dividend Comparison
WELG.DE's dividend yield for the trailing twelve months is around 1.45%, less than EXV4.DE's 1.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.62% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | 1.45% | 1.36% | 0.92% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELG.DE and EXV4.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELG.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELG.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV4.DE.
WELG.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while EXV4.DE tracks STOXX® Europe 600 Health Care. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELG.DE and 0.46% for EXV4.DE.
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