WELK.DE vs. IUSQ.DE
Compare and contrast key facts about Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE).
WELK.DE and IUSQ.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. IUSQ.DE is a passively managed fund by iShares that tracks the performance of the MSCI All Country World (ACWI). It was launched on Oct 21, 2011. Both WELK.DE and IUSQ.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELK.DE or IUSQ.DE.
Correlation
The correlation between WELK.DE and IUSQ.DE is 0.83, 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.
Performance
WELK.DE vs. IUSQ.DE - Performance Comparison
Key characteristics
WELK.DE:
3.01
IUSQ.DE:
2.13
WELK.DE:
4.13
IUSQ.DE:
2.89
WELK.DE:
1.62
IUSQ.DE:
1.42
WELK.DE:
4.37
IUSQ.DE:
2.91
WELK.DE:
21.90
IUSQ.DE:
13.53
WELK.DE:
1.79%
IUSQ.DE:
1.76%
WELK.DE:
13.02%
IUSQ.DE:
11.25%
WELK.DE:
-13.92%
IUSQ.DE:
-33.60%
WELK.DE:
-0.64%
IUSQ.DE:
-0.20%
Returns By Period
In the year-to-date period, WELK.DE achieves a 8.01% return, which is significantly higher than IUSQ.DE's 4.43% return.
WELK.DE
8.01%
2.87%
24.53%
37.64%
N/A
N/A
IUSQ.DE
4.43%
1.16%
13.94%
22.05%
11.54%
10.03%
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WELK.DE vs. IUSQ.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is lower than IUSQ.DE's 0.20% 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%.
Risk-Adjusted Performance
WELK.DE vs. IUSQ.DE — Risk-Adjusted Performance Rank
WELK.DE
IUSQ.DE
WELK.DE vs. IUSQ.DE - Risk-Adjusted Performance 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 iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.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.
Dividends
WELK.DE vs. IUSQ.DE - Dividend Comparison
Neither WELK.DE nor IUSQ.DE has paid dividends to shareholders.
Drawdowns
WELK.DE vs. IUSQ.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -13.92%, smaller than the maximum IUSQ.DE drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for WELK.DE and IUSQ.DE. For additional features, visit the drawdowns tool.
Volatility
WELK.DE vs. IUSQ.DE - Volatility Comparison
Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) has a higher volatility of 3.37% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.15%. This indicates that WELK.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.