WELK.DE vs. EMWE.DE
Compare and contrast key facts about Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) and BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc (EMWE.DE).
WELK.DE and EMWE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELK.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. It was launched on Sep 20, 2022. EMWE.DE is a passively managed fund by BNP Paribas that tracks the performance of the MSCI World SRI S-Series PAB 5% Capped. It was launched on Feb 26, 2016. Both WELK.DE and EMWE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WELK.DE vs. EMWE.DE - Performance Comparison
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WELK.DE vs. EMWE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELK.DE Amundi S&P Global Financials ESG UCITS ETF EUR Acc | -3.92% | 17.19% | 33.74% | 12.60% | 9.71% |
EMWE.DE BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc | -2.36% | 0.19% | 15.43% | 14.90% | 1.67% |
Returns By Period
In the year-to-date period, WELK.DE achieves a -3.92% return, which is significantly lower than EMWE.DE's -2.36% return.
WELK.DE
- 1D
- 2.35%
- 1M
- -1.50%
- YTD
- -3.92%
- 6M
- 2.11%
- 1Y
- 9.07%
- 3Y*
- 20.36%
- 5Y*
- —
- 10Y*
- —
EMWE.DE
- 1D
- 2.12%
- 1M
- -3.94%
- YTD
- -2.36%
- 6M
- -0.62%
- 1Y
- 2.50%
- 3Y*
- 7.46%
- 5Y*
- 6.52%
- 10Y*
- —
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WELK.DE vs. EMWE.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is lower than EMWE.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WELK.DE vs. EMWE.DE — Risk / Return Rank
WELK.DE
EMWE.DE
WELK.DE vs. EMWE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) and BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc (EMWE.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.
| WELK.DE | EMWE.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.16 | +0.33 |
Sortino ratioReturn per unit of downside risk | 0.77 | 0.32 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.30 | +0.59 |
Martin ratioReturn relative to average drawdown | 2.93 | 1.03 | +1.90 |
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
| WELK.DE | EMWE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.16 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.61 | +0.65 |
Correlation
The correlation between WELK.DE and EMWE.DE is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WELK.DE vs. EMWE.DE - Dividend Comparison
Neither WELK.DE nor EMWE.DE has paid dividends to shareholders.
Drawdowns
WELK.DE vs. EMWE.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -20.08%, smaller than the maximum EMWE.DE drawdown of -31.05%. Use the drawdown chart below to compare losses from any high point for WELK.DE and EMWE.DE.
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Drawdown Indicators
| WELK.DE | EMWE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -31.05% | +10.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -12.43% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.79% | — |
Current DrawdownCurrent decline from peak | -6.11% | -6.25% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -3.21% | -5.35% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 2.56% | +0.62% |
Volatility
WELK.DE vs. EMWE.DE - Volatility Comparison
Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) has a higher volatility of 5.35% compared to BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc (EMWE.DE) at 4.71%. This indicates that WELK.DE's price experiences larger fluctuations and is considered to be riskier than EMWE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELK.DE | EMWE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.71% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 8.45% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 15.87% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 14.42% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.37% | 15.57% | -0.20% |