WELK.DE vs. LYBK.DE
WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) and LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) are both Financials Equities funds from Amundi - WELK.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials while LYBK.DE tracks the EURO STOXX® Banks. Both are passively managed. Over the past 3 years, WELK.DE returned 21.67%/yr vs 45.91%/yr for LYBK.DE. A 0.63 correlation means they provide meaningful diversification when combined. WELK.DE charges 0.18%/yr vs 0.30%/yr for LYBK.DE.
Performance
WELK.DE vs. LYBK.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 LYBK.DE's 5.35% return.
WELK.DE
- 1D
- 2.00%
- 1M
- 1.21%
- YTD
- 1.91%
- 6M
- 5.76%
- 1Y
- 13.95%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
LYBK.DE
- 1D
- 0.92%
- 1M
- 2.70%
- YTD
- 5.35%
- 6M
- 12.73%
- 1Y
- 39.28%
- 3Y*
- 45.91%
- 5Y*
- 29.06%
- 10Y*
- —
WELK.DE vs. LYBK.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% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 5.35% | 91.46% | 30.53% | 30.34% | 22.70% |
Correlation
The correlation between WELK.DE and LYBK.DE is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.63 |
The correlation between WELK.DE and LYBK.DE has been stable across timeframes, ranging from 0.62 to 0.69 - a consistent structural relationship.
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Return for Risk
WELK.DE vs. LYBK.DE — Risk / Return Rank
WELK.DE
LYBK.DE
WELK.DE vs. LYBK.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 Euro Stoxx Banks UCITS ETF Acc (LYBK.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 | LYBK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.41 | -0.99 |
| Martin ratioReturn relative to average drawdown | 4.51 | 7.56 | -3.05 |
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 | LYBK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.72 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.46 | +0.87 |
Drawdowns
WELK.DE vs. LYBK.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -20.08%, smaller than the maximum LYBK.DE drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for WELK.DE and LYBK.DE.
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Drawdown Indicators
| WELK.DE | LYBK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -62.22% | +42.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -17.12% | +7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -20.08% | -19.90% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.32% | — |
Current DrawdownCurrent decline from peak | -0.71% | -1.83% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -19.62% | +16.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 5.47% | -2.42% |
Volatility
WELK.DE vs. LYBK.DE - Volatility Comparison
The current volatility for Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) is 3.58%, while Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a volatility of 5.84%. This indicates that WELK.DE experiences smaller price fluctuations and is considered to be less risky than LYBK.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 | LYBK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 5.84% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 19.19% | -8.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 23.95% | -10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 25.45% | -10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 28.55% | -13.26% |
WELK.DE vs. LYBK.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.
Dividends
WELK.DE vs. LYBK.DE - Dividend Comparison
Neither WELK.DE nor LYBK.DE has paid dividends to shareholders.
Frequently Asked Questions
WELK.DE and LYBK.DE have a correlation of 0.69, 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 0.30% for LYBK.DE.
WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while LYBK.DE tracks EURO STOXX® Banks. Their fees differ too: 0.18% for WELK.DE and 0.30% for LYBK.DE.
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