WELG.DE vs. LSMC.DE
WELG.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Dist) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - WELG.DE is a Health & Biotech Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELG.DE returned 2.22%/yr vs 62.06%/yr for LSMC.DE. At a 0.14 correlation, their price movements are largely independent. WELG.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELG.DE vs. LSMC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELG.DE achieves a -3.60% return, which is significantly lower than LSMC.DE's 63.83% return.
WELG.DE
- 1D
- 2.97%
- 1M
- 3.72%
- YTD
- -3.60%
- 6M
- -3.07%
- 1Y
- 7.16%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 12.86%
- YTD
- 63.83%
- 6M
- 63.41%
- 1Y
- 126.99%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELG.DE vs. LSMC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | -3.60% | 1.26% | 7.51% | 1.94% | 4.13% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | 5.82% |
Correlation
The correlation between WELG.DE and LSMC.DE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.14 |
The correlation between WELG.DE and LSMC.DE shifts across timeframes, from 0.03 (1 year) to 0.14 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
WELG.DE vs. LSMC.DE — Risk / Return Rank
WELG.DE
LSMC.DE
WELG.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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.
| WELG.DE | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.80 | ||
| Sortino ratioReturn per unit of downside risk | -3.78 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.59 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 10.37 | -9.81 |
| Martin ratioReturn relative to average drawdown | 1.29 | 32.83 | -31.54 |
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
| WELG.DE | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 4.27 | -3.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.82 | -0.60 |
Drawdowns
WELG.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELG.DE drawdown since its inception was -23.11%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELG.DE and LSMC.DE.
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Drawdown Indicators
| WELG.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.11% | -39.77% | +16.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -12.53% | +0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -23.11% | -36.22% | +13.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -12.09% | -3.34% | -8.75% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -9.37% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 3.96% | +1.38% |
Volatility
WELG.DE vs. LSMC.DE - Volatility Comparison
The current volatility for Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) is 5.31%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELG.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.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.DE | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 11.23% | -5.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 22.18% | -11.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.54% | 30.40% | -15.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.49% | 31.21% | -17.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.49% | 26.06% | -12.57% |
WELG.DE vs. LSMC.DE - Expense Ratio Comparison
WELG.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELG.DE vs. LSMC.DE - Dividend Comparison
WELG.DE's dividend yield for the trailing twelve months is around 1.55%, while LSMC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | 1.55% | 1.36% | 0.92% | 0.17% |
Frequently Asked Questions
WELG.DE and LSMC.DE have a correlation of 0.03, 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 0.45% for LSMC.DE.
WELG.DE is categorized as Health & Biotech Equities, while LSMC.DE is Semiconductors. WELG.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELG.DE and 0.45% for LSMC.DE.
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