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

Performance

WELG.DE vs. WELS.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 Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.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 -3.60% return, which is significantly lower than WELS.DE's -3.35% return.


WELG.DE

1D
2.97%
1M
3.72%
YTD
-3.60%
6M
-3.07%
1Y
7.16%
3Y*
2.22%
5Y*
10Y*

WELS.DE

1D
2.97%
1M
3.85%
YTD
-3.35%
6M
-2.89%
1Y
7.18%
3Y*
2.22%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)2025202420232022
WELG.DE
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist
-3.60%1.26%7.51%1.94%4.13%
WELS.DE
Amundi S&P Global Health Care ESG UCITS ETF EUR Acc
-3.35%1.05%7.20%2.33%4.02%

Correlation

The correlation between WELG.DE and WELS.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

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

0.99

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2022

0.99

The correlation between WELG.DE and WELS.DE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

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Return for Risk

WELG.DE vs. WELS.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: 1616
Overall Rank
WELG.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
WELG.DE Sortino Ratio Rank: 1717
Sortino Ratio Rank
WELG.DE Omega Ratio Rank: 1616
Omega Ratio Rank
WELG.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
WELG.DE Martin Ratio Rank: 1515
Martin Ratio Rank

WELS.DE
WELS.DE Risk / Return Rank: 1616
Overall Rank
WELS.DE Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
WELS.DE Sortino Ratio Rank: 1717
Sortino Ratio Rank
WELS.DE Omega Ratio Rank: 1616
Omega Ratio Rank
WELS.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
WELS.DE Martin Ratio Rank: 1515
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. WELS.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 S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.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.DEWELS.DEDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.09

1.09

0.00

Calmar ratioReturn relative to maximum drawdown

0.55

0.56

0.00

Martin ratioReturn relative to average drawdown

1.29

1.30

-0.01

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

The current WELG.DE Sharpe Ratio is 0.47, which is comparable to the WELS.DE Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of WELG.DE and WELS.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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Sharpe Ratios by Period


WELG.DEWELS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.47

0.47

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.22

0.00

Drawdowns

WELG.DE vs. WELS.DE - Drawdown Comparison

The maximum WELG.DE drawdown since its inception was -23.11%, roughly equal to the maximum WELS.DE drawdown of -23.13%. Use the drawdown chart below to compare losses from any high point for WELG.DE and WELS.DE.


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Drawdown Indicators


WELG.DEWELS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.11%

-23.13%

+0.02%

Max Drawdown (1Y)

Largest decline over 1 year

-12.38%

-12.35%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-23.11%

-23.13%

+0.02%

Current Drawdown

Current decline from peak

-12.09%

-12.08%

-0.01%

Average Drawdown

Average peak-to-trough decline

-7.24%

-7.30%

+0.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.34%

5.34%

0.00%

Volatility

WELG.DE vs. WELS.DE - Volatility Comparison

Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) and Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) have volatilities of 5.31% and 5.27%, 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.DEWELS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.31%

5.27%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

10.25%

10.22%

+0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

14.54%

14.60%

-0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.49%

13.59%

-0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.49%

13.59%

-0.10%

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

Both WELG.DE and WELS.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

WELG.DE vs. WELS.DE - Dividend Comparison

WELG.DE's dividend yield for the trailing twelve months is around 1.55%, while WELS.DE has not paid dividends to shareholders.


PositionTTM202520242023
WELG.DE
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist
1.55%1.36%0.92%0.17%
WELS.DE
Amundi S&P Global Health Care ESG UCITS ETF EUR Acc
0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.98, WELG.DE and WELS.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

WELG.DE and WELS.DE have the same expense ratio: 0.18% per year.

Both ETFs track S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care.

Portfolio Optimizer

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