WELK.DE vs. LSMC.DE
WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - WELK.DE is a Financials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELK.DE returned 21.67%/yr vs 62.06%/yr for LSMC.DE. At a 0.38 correlation, their price movements are largely independent. WELK.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELK.DE vs. LSMC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELK.DE achieves a 1.91% return, which is significantly lower than LSMC.DE's 63.83% return.
WELK.DE
- 1D
- 2.00%
- 1M
- 1.21%
- YTD
- 1.91%
- 6M
- 5.76%
- 1Y
- 13.95%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 12.86%
- YTD
- 63.83%
- 6M
- 63.41%
- 1Y
- 126.99%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELK.DE vs. LSMC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELK.DE Amundi S&P Global Financials ESG UCITS ETF EUR Acc | 1.91% | 17.19% | 33.74% | 12.60% | 9.71% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | 5.82% |
Correlation
The correlation between WELK.DE and LSMC.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.38 |
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Return for Risk
WELK.DE vs. LSMC.DE — Risk / Return Rank
WELK.DE
LSMC.DE
WELK.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.28 | ||
| Sortino ratioReturn per unit of downside risk | -3.10 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.59 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 10.37 | -8.94 |
| Martin ratioReturn relative to average drawdown | 4.51 | 32.83 | -28.32 |
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 | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 4.27 | -3.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.82 | +0.51 |
Drawdowns
WELK.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -20.08%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELK.DE and LSMC.DE.
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Drawdown Indicators
| WELK.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -39.77% | +19.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -12.53% | +2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -20.08% | -36.22% | +16.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -0.71% | -3.34% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -9.37% | +6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.96% | -0.91% |
Volatility
WELK.DE vs. LSMC.DE - Volatility Comparison
The current volatility for Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) is 3.58%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELK.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 11.23% | -7.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 22.18% | -11.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 30.40% | -16.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 31.21% | -15.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 26.06% | -10.77% |
WELK.DE vs. LSMC.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELK.DE vs. LSMC.DE - Dividend Comparison
Neither WELK.DE nor LSMC.DE has paid dividends to shareholders.
Frequently Asked Questions
WELK.DE and LSMC.DE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELK.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELK.DE is cheaper with a 0.18% expense ratio, compared with 0.45% for LSMC.DE.
WELK.DE is categorized as Financials Equities, while LSMC.DE is Semiconductors. WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELK.DE and 0.45% for LSMC.DE.
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