WELJ.DE vs. QDVK.DE
WELJ.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc) and QDVK.DE (iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)) are both Consumer Staples Equities funds - WELJ.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary while QDVK.DE tracks the S&P 500 Capped 35/20 Consumer Discretionary. Both are passively managed. Over the past 3 years, WELJ.DE returned 9.08%/yr vs 13.82%/yr for QDVK.DE. Their correlation of 0.94 suggests significant overlap in exposure. WELJ.DE charges 0.18%/yr vs 0.15%/yr for QDVK.DE.
Performance
WELJ.DE vs. QDVK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELJ.DE achieves a -1.85% return, which is significantly lower than QDVK.DE's -0.11% return.
WELJ.DE
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- -1.85%
- 6M
- -2.00%
- 1Y
- 6.67%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
QDVK.DE
- 1D
- 0.33%
- 1M
- -0.66%
- YTD
- -0.11%
- 6M
- -0.10%
- 1Y
- 9.79%
- 3Y*
- 13.82%
- 5Y*
- 9.12%
- 10Y*
- 12.66%
WELJ.DE vs. QDVK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELJ.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc | -1.85% | -4.79% | 29.73% | 30.43% | -8.02% |
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | -0.11% | -5.11% | 38.60% | 38.90% | -17.23% |
Correlation
The correlation between WELJ.DE and QDVK.DE is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.94 |
The correlation between WELJ.DE and QDVK.DE has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
WELJ.DE vs. QDVK.DE — Risk / Return Rank
WELJ.DE
QDVK.DE
WELJ.DE vs. QDVK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.DE) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.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.
| WELJ.DE | QDVK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.73 | -0.29 |
| Martin ratioReturn relative to average drawdown | 1.20 | 2.00 | -0.80 |
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
| WELJ.DE | QDVK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.41 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.53 | +0.06 |
Drawdowns
WELJ.DE vs. QDVK.DE - Drawdown Comparison
The maximum WELJ.DE drawdown since its inception was -28.28%, smaller than the maximum QDVK.DE drawdown of -37.28%. Use the drawdown chart below to compare losses from any high point for WELJ.DE and QDVK.DE.
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Drawdown Indicators
| WELJ.DE | QDVK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.28% | -37.28% | +9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.62% | -13.65% | -0.97% |
Max Drawdown (3Y)Largest decline over 3 years | -28.28% | -30.81% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.28% | — |
Current DrawdownCurrent decline from peak | -10.41% | -10.02% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -6.81% | -9.22% | +2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 4.99% | +0.37% |
Volatility
WELJ.DE vs. QDVK.DE - Volatility Comparison
Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.DE) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) have volatilities of 5.07% and 5.33%, 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
| WELJ.DE | QDVK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.33% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.51% | 13.18% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 17.90% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 21.84% | -3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 20.62% | -2.44% |
WELJ.DE vs. QDVK.DE - Expense Ratio Comparison
WELJ.DE has a 0.18% expense ratio, which is higher than QDVK.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELJ.DE vs. QDVK.DE - Dividend Comparison
Neither WELJ.DE nor QDVK.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.95, WELJ.DE and QDVK.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.
On fees, QDVK.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVK.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELJ.DE.
WELJ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary, while QDVK.DE tracks S&P 500 Capped 35/20 Consumer Discretionary. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELJ.DE and 0.15% for QDVK.DE.
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