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WELG.DE vs. LHTC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WELG.DE vs. LHTC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) and Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WELG.DE achieves a -0.43% return, which is significantly lower than LHTC.DE's 2.57% return.


WELG.DE

1D
0.00%
1M
4.41%
YTD
-0.43%
6M
0.00%
1Y
13.16%
3Y*
4.21%
5Y*
10Y*

LHTC.DE

1D
1.38%
1M
3.86%
YTD
2.57%
6M
2.71%
1Y
14.83%
3Y*
5.16%
5Y*
5.12%
10Y*
7.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELG.DE vs. LHTC.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
WELG.DE
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist
-0.43%1.26%7.51%1.94%2.40%
LHTC.DE
Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc
2.57%7.11%3.92%7.59%5.47%

Correlation

The correlation between WELG.DE and LHTC.DE is 0.77, 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

0.77

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2022

0.72

The correlation between WELG.DE and LHTC.DE has been stable across timeframes, ranging from 0.72 to 0.77 - a consistent structural relationship.

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Return for Risk

WELG.DE vs. LHTC.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELG.DE
WELG.DE Risk / Return Rank: 2525
Overall Rank
WELG.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
WELG.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
WELG.DE Omega Ratio Rank: 2525
Omega Ratio Rank
WELG.DE Calmar Ratio Rank: 2424
Calmar Ratio Rank
WELG.DE Martin Ratio Rank: 2121
Martin Ratio Rank

LHTC.DE
LHTC.DE Risk / Return Rank: 2525
Overall Rank
LHTC.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
LHTC.DE Sortino Ratio Rank: 2626
Sortino Ratio Rank
LHTC.DE Omega Ratio Rank: 2525
Omega Ratio Rank
LHTC.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
LHTC.DE Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WELG.DE vs. LHTC.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 Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.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.DELHTC.DEDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.16

1.17

0.00

Calmar ratioReturn relative to maximum drawdown

1.06

1.19

-0.13

Martin ratioReturn relative to average drawdown

2.45

2.73

-0.28

WELG.DE vs. LHTC.DE - Sharpe Ratio Comparison

The current WELG.DE Sharpe Ratio is 0.88, which is comparable to the LHTC.DE Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of WELG.DE and LHTC.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WELG.DE vs. LHTC.DE - Drawdown Comparison

The maximum WELG.DE drawdown since its inception was -23.11%, smaller than the maximum LHTC.DE drawdown of -33.02%. Use the drawdown chart below to compare losses from any high point for WELG.DE and LHTC.DE.


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Drawdown Indicators


WELG.DELHTC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.11%

-33.02%

+9.91%

Max Drawdown (1Y)

Largest decline over 1 year

-12.38%

-12.43%

+0.05%

Max Drawdown (3Y)

Largest decline over 3 years

-23.11%

-26.48%

+3.37%

Max Drawdown (5Y)

Largest decline over 5 years

-26.48%

Max Drawdown (10Y)

Largest decline over 10 years

-26.48%

Current Drawdown

Current decline from peak

-9.21%

-6.95%

-2.26%

Average Drawdown

Average peak-to-trough decline

-7.21%

-8.32%

+1.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.37%

5.42%

-0.05%

Volatility

WELG.DE vs. LHTC.DE - Volatility Comparison

The current volatility for Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) is 5.30%, while Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE) has a volatility of 6.12%. This indicates that WELG.DE experiences smaller price fluctuations and is considered to be less risky than LHTC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WELG.DELHTC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.30%

6.12%

-0.82%

Volatility (6M)

Calculated over the trailing 6-month period

10.69%

12.27%

-1.58%

Volatility (1Y)

Calculated over the trailing 1-year period

14.82%

16.80%

-1.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.63%

15.50%

-1.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.63%

15.55%

-1.92%

WELG.DE vs. LHTC.DE - Expense Ratio Comparison

WELG.DE has a 0.18% expense ratio, which is lower than LHTC.DE's 0.30% expense ratio.


Dividends

WELG.DE vs. LHTC.DE - Dividend Comparison

WELG.DE's dividend yield for the trailing twelve months is around 1.50%, while LHTC.DE has not paid dividends to shareholders.


PositionTTM202520242023
LHTC.DE
Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc
0.00%0.00%0.00%0.00%
WELG.DE
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist
1.50%1.36%0.92%0.17%

Frequently Asked Questions


WELG.DE and LHTC.DE have a correlation of 0.77, 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 0.30% for LHTC.DE.

WELG.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while LHTC.DE tracks STOXX® Europe 600 Health Care. Their fees differ too: 0.18% for WELG.DE and 0.30% for LHTC.DE.

Portfolio Optimizer

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