WELK.DE vs. LYPD.DE
WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) and LYPD.DE (Amundi MSCI World Financials UCITS ETF EUR Acc) are both Financials Equities funds from Amundi - WELK.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials while LYPD.DE tracks the MSCI World Financials. Both are passively managed. Over the past 3 years, WELK.DE returned 21.67%/yr vs 20.69%/yr for LYPD.DE. Their correlation of 0.93 suggests significant overlap in exposure. WELK.DE charges 0.18%/yr vs 0.30%/yr for LYPD.DE.
Performance
WELK.DE vs. LYPD.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 higher than LYPD.DE's 0.92% return.
WELK.DE
- 1D
- 2.00%
- 1M
- 1.21%
- YTD
- 1.91%
- 6M
- 5.76%
- 1Y
- 13.95%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
LYPD.DE
- 1D
- 1.87%
- 1M
- 1.06%
- YTD
- 0.92%
- 6M
- 4.40%
- 1Y
- 12.40%
- 3Y*
- 20.69%
- 5Y*
- 12.81%
- 10Y*
- 11.83%
WELK.DE vs. LYPD.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% |
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | 0.92% | 15.56% | 33.60% | 12.32% | 5.28% |
Correlation
The correlation between WELK.DE and LYPD.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.93 |
The correlation between WELK.DE and LYPD.DE has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
WELK.DE vs. LYPD.DE — Risk / Return Rank
WELK.DE
LYPD.DE
WELK.DE vs. LYPD.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 World Financials UCITS ETF EUR Acc (LYPD.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 | LYPD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.26 | +0.16 |
| Martin ratioReturn relative to average drawdown | 4.51 | 3.81 | +0.70 |
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 | LYPD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.87 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.58 | +0.75 |
Drawdowns
WELK.DE vs. LYPD.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -20.08%, smaller than the maximum LYPD.DE drawdown of -42.19%. Use the drawdown chart below to compare losses from any high point for WELK.DE and LYPD.DE.
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Drawdown Indicators
| WELK.DE | LYPD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -42.19% | +22.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -9.63% | -0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -20.08% | -20.02% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.02% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.19% | — |
Current DrawdownCurrent decline from peak | -0.71% | -1.02% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -7.01% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.20% | -0.15% |
Volatility
WELK.DE vs. LYPD.DE - Volatility Comparison
Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) and Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) have volatilities of 3.58% and 3.44%, 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
| WELK.DE | LYPD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 3.44% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 10.35% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 13.94% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 16.53% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 18.69% | -3.40% |
WELK.DE vs. LYPD.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is lower than LYPD.DE's 0.30% expense ratio.
Dividends
WELK.DE vs. LYPD.DE - Dividend Comparison
Neither WELK.DE nor LYPD.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.92, WELK.DE and LYPD.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, 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 LYPD.DE.
WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while LYPD.DE tracks MSCI World Financials. Their fees differ too: 0.18% for WELK.DE and 0.30% for LYPD.DE.
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