WELG.DE vs. XDWH.L
Compare and contrast key facts about Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) and Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L).
WELG.DE and XDWH.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELG.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. It was launched on Sep 20, 2022. XDWH.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Mar 4, 2016. Both WELG.DE and XDWH.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELG.DE or XDWH.L.
Key characteristics
| WELG.DE | XDWH.L | |
|---|---|---|
| YTD Return | 16.28% | 15.76% |
| 1Y Return | 17.07% | 20.16% |
| Sharpe Ratio | 1.68 | 0.56 |
| Daily Std Dev | 10.55% | 35.93% |
| Max Drawdown | -10.04% | -26.24% |
| Current Drawdown | -2.60% | -1.22% |
Correlation
The correlation between WELG.DE and XDWH.L is 0.89, 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.
Performance
WELG.DE vs. XDWH.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with WELG.DE having a 16.28% return and XDWH.L slightly lower at 15.76%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WELG.DE vs. XDWH.L - Expense Ratio Comparison
WELG.DE has a 0.18% expense ratio, which is lower than XDWH.L's 0.25% 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%.
Risk-Adjusted Performance
WELG.DE vs. XDWH.L - Risk-Adjusted Performance 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 Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L). 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.
Dividends
WELG.DE vs. XDWH.L - Dividend Comparison
WELG.DE's dividend yield for the trailing twelve months is around 0.85%, while XDWH.L has not paid dividends to shareholders.
| TTM | 2023 | |
|---|---|---|
WELG.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Dist | 0.85% | 0.17% |
XDWH.L Xtrackers MSCI World Health Care UCITS ETF 1C | 0.00% | 0.00% |
Drawdowns
WELG.DE vs. XDWH.L - Drawdown Comparison
The maximum WELG.DE drawdown since its inception was -10.04%, smaller than the maximum XDWH.L drawdown of -26.24%. Use the drawdown chart below to compare losses from any high point for WELG.DE and XDWH.L. For additional features, visit the drawdowns tool.
Volatility
WELG.DE vs. XDWH.L - Volatility Comparison
Amundi S&P Global Health Care ESG UCITS ETF EUR Dist (WELG.DE) has a higher volatility of 2.86% compared to Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L) at 2.63%. This indicates that WELG.DE's price experiences larger fluctuations and is considered to be riskier than XDWH.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.