WELI.DE vs. WELV.DE
WELI.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Acc) and WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) are both Industrials Equities funds from Amundi tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. Both are passively managed. Over the past 3 years, WELI.DE returned 13.20%/yr vs 13.15%/yr for WELV.DE. Their correlation of 0.83 suggests significant overlap in exposure. Both charge a 0.18% expense ratio.
Performance
WELI.DE vs. WELV.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WELI.DE having a 16.84% return and WELV.DE slightly higher at 16.85%.
WELI.DE
- 1D
- -0.41%
- 1M
- 2.27%
- YTD
- 16.84%
- 6M
- 21.11%
- 1Y
- 32.05%
- 3Y*
- 13.20%
- 5Y*
- —
- 10Y*
- —
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
WELI.DE vs. WELV.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% | -2.10% |
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 16.85% | 14.77% | -0.57% | 9.65% | -1.62% |
Correlation
The correlation between WELI.DE and WELV.DE is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.83 |
The correlation between WELI.DE and WELV.DE shifts across timeframes, from 0.83 (all time) to 0.95 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WELI.DE vs. WELV.DE — Risk / Return Rank
WELI.DE
WELV.DE
WELI.DE vs. WELV.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 Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.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 | WELV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.33 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.34 | -0.13 |
| Martin ratioReturn relative to average drawdown | 8.95 | 9.43 | -0.48 |
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 | WELV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 1.86 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.76 | +0.10 |
Drawdowns
WELI.DE vs. WELV.DE - Drawdown Comparison
The maximum WELI.DE drawdown since its inception was -21.14%, roughly equal to the maximum WELV.DE drawdown of -21.27%. Use the drawdown chart below to compare losses from any high point for WELI.DE and WELV.DE.
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Drawdown Indicators
| WELI.DE | WELV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -21.27% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.69% | -14.36% | -0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -21.27% | +0.13% |
Current DrawdownCurrent decline from peak | -1.73% | -1.63% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -4.71% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 3.51% | +0.12% |
Volatility
WELI.DE vs. WELV.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) and Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) have volatilities of 6.48% and 6.61%, 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
| WELI.DE | WELV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.61% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 15.53% | 15.33% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 18.02% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 16.99% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 16.99% | -0.89% |
WELI.DE vs. WELV.DE - Expense Ratio Comparison
Both WELI.DE and WELV.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. WELV.DE - Dividend Comparison
WELI.DE has not paid dividends to shareholders, while WELV.DE's dividend yield for the trailing twelve months is around 1.43%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELI.DE Amundi S&P Global Materials ESG UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 1.43% | 1.77% | 2.71% | 0.31% |
Frequently Asked Questions
With a correlation of 0.95, WELI.DE and WELV.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.
WELI.DE and WELV.DE have the same expense ratio: 0.18% per year.
Both ETFs track S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials.
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