WELI.DE vs. ESIH.DE
WELI.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Acc) and ESIH.DE (iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc)) are both exchange-traded funds - WELI.DE is a Industrials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while ESIH.DE is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD. Both are passively managed. Over the past 3 years, WELI.DE returned 13.20%/yr vs 2.72%/yr for ESIH.DE. At a 0.35 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
WELI.DE vs. ESIH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELI.DE achieves a 16.84% return, which is significantly higher than ESIH.DE's -2.35% return.
WELI.DE
- 1D
- -0.41%
- 1M
- 2.27%
- YTD
- 16.84%
- 6M
- 21.11%
- 1Y
- 32.05%
- 3Y*
- 13.20%
- 5Y*
- —
- 10Y*
- —
ESIH.DE
- 1D
- 3.10%
- 1M
- 0.16%
- YTD
- -2.35%
- 6M
- -1.01%
- 1Y
- 6.11%
- 3Y*
- 2.72%
- 5Y*
- 5.74%
- 10Y*
- —
WELI.DE vs. ESIH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELI.DE Amundi S&P Global Materials ESG UCITS ETF EUR Acc | 16.84% | 14.91% | -0.52% | 10.29% | 9.11% |
ESIH.DE iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc) | -2.35% | 7.95% | 4.09% | 7.63% | 5.84% |
Correlation
The correlation between WELI.DE and ESIH.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.35 |
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Return for Risk
WELI.DE vs. ESIH.DE — Risk / Return Rank
WELI.DE
ESIH.DE
WELI.DE vs. ESIH.DE - 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 iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc) (ESIH.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.
| WELI.DE | ESIH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.43 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.07 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 0.47 | +1.74 |
| Martin ratioReturn relative to average drawdown | 8.95 | 1.05 | +7.90 |
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 | ESIH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 0.35 | +1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.36 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.41 | +0.45 |
Drawdowns
WELI.DE vs. ESIH.DE - Drawdown Comparison
The maximum WELI.DE drawdown since its inception was -21.14%, smaller than the maximum ESIH.DE drawdown of -26.69%. Use the drawdown chart below to compare losses from any high point for WELI.DE and ESIH.DE.
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Drawdown Indicators
| WELI.DE | ESIH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -26.69% | +5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.69% | -12.82% | -1.87% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -26.69% | +5.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.69% | — |
Current DrawdownCurrent decline from peak | -1.73% | -10.96% | +9.23% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -7.24% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 5.75% | -2.12% |
Volatility
WELI.DE vs. ESIH.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) has a higher volatility of 6.48% compared to iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc) (ESIH.DE) at 5.87%. This indicates that WELI.DE's price experiences larger fluctuations and is considered to be riskier than ESIH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELI.DE | ESIH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.87% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 15.53% | 11.96% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 17.18% | +1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 15.86% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 15.61% | +0.49% |
WELI.DE vs. ESIH.DE - Expense Ratio Comparison
Both WELI.DE and ESIH.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
WELI.DE vs. ESIH.DE - Dividend Comparison
Neither WELI.DE nor ESIH.DE has paid dividends to shareholders.
Frequently Asked Questions
WELI.DE and ESIH.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WELI.DE and ESIH.DE have the same expense ratio: 0.18% per year.
WELI.DE is categorized as Industrials Equities, while ESIH.DE is Health & Biotech Equities. WELI.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while ESIH.DE tracks MSCI World/Health Care NR USD. They also come from different issuers: Amundi and iShares.
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