WELI.DE vs. BITP.L
WELI.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Acc) and BITP.L (CoinShares Physical Bitcoin) are both exchange-traded funds - WELI.DE is a Industrials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while BITP.L is a Cryptocurrency fund actively managed by CoinShares. WELI.DE is passively managed, while BITP.L is actively managed. WELI.DE charges 0.18%/yr vs 0.98%/yr for BITP.L.
Performance
WELI.DE vs. BITP.L - Performance Comparison
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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*
- —
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Return for Risk
WELI.DE vs. BITP.L — Risk / Return Rank
WELI.DE
BITP.L
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.DE | BITP.L | Difference | |
|---|---|---|---|
| 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 | — | — |
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
| WELI.DE | BITP.L | Difference | |
|---|---|---|---|
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.DE | BITP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.73% | — | — |
Average DrawdownAverage peak-to-trough decline | -4.51% | — | — |
Ulcer IndexDepth 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.DE | BITP.L | Difference | |
|---|---|---|---|
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.
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.
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