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WELI.DE vs. BITP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WELI.DE vs. BITP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) and CoinShares Physical Bitcoin (BITP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

WELI.DE is traded in EUR, while BITP.L is traded in GBP. To make them comparable, the BITP.L values have been converted to EUR using the latest available exchange rates.

Returns By Period


WELI.DE

1D
-0.41%
1M
2.27%
YTD
16.84%
6M
21.11%
1Y
32.05%
3Y*
13.20%
5Y*
10Y*

BITP.L

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WELI.DE vs. BITP.L — Risk / Return Rank

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

WELI.DE
WELI.DE Risk / Return Rank: 5151
Overall Rank
WELI.DE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WELI.DE Sortino Ratio Rank: 5454
Sortino Ratio Rank
WELI.DE Omega Ratio Rank: 5050
Omega Ratio Rank
WELI.DE Calmar Ratio Rank: 4545
Calmar Ratio Rank
WELI.DE Martin Ratio Rank: 5353
Martin Ratio Rank

BITP.L
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.

WELI.DE vs. BITP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) and CoinShares Physical Bitcoin (BITP.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.


WELI.DEBITP.LDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.21

Martin ratioReturn relative to average drawdown

8.95

WELI.DE vs. BITP.L - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WELI.DEBITP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

Drawdowns

WELI.DE vs. BITP.L - Drawdown Comparison


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Drawdown Indicators


WELI.DEBITP.LDifference

Max Drawdown

Largest peak-to-trough decline

-21.14%

Max Drawdown (1Y)

Largest decline over 1 year

-14.69%

Max Drawdown (3Y)

Largest decline over 3 years

-21.14%

Current Drawdown

Current decline from peak

-1.73%

Average Drawdown

Average peak-to-trough decline

-4.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.63%

Volatility

WELI.DE vs. BITP.L - Volatility Comparison


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Volatility by Period


WELI.DEBITP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.48%

Volatility (6M)

Calculated over the trailing 6-month period

15.53%

Volatility (1Y)

Calculated over the trailing 1-year period

18.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.10%

WELI.DE vs. BITP.L - Expense Ratio Comparison

WELI.DE has a 0.18% expense ratio, which is lower than BITP.L's 0.98% expense ratio.


Dividends

WELI.DE vs. BITP.L - Dividend Comparison

Neither WELI.DE nor BITP.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, WELI.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WELI.DE is cheaper with a 0.18% expense ratio, compared with 0.98% for BITP.L.

WELI.DE is categorized as Industrials Equities, while BITP.L is Cryptocurrency. They also come from different issuers: Amundi and CoinShares. Their fees differ too: 0.18% for WELI.DE and 0.98% for BITP.L.

Portfolio Optimizer

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