WELK.DE vs. LYPG.DE
WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) and LYPG.DE (Amundi MSCI World Information Technology UCITS ETF EUR Acc) are both exchange-traded funds - WELK.DE is a Financials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while LYPG.DE is a Technology Equities fund tracking the MSCI World Information Technology. Both are passively managed. Over the past 3 years, WELK.DE returned 21.67%/yr vs 28.91%/yr for LYPG.DE. At a 0.45 correlation, their price movements are largely independent. WELK.DE charges 0.18%/yr vs 0.30%/yr for LYPG.DE.
Performance
WELK.DE vs. LYPG.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 LYPG.DE's 25.00% return.
WELK.DE
- 1D
- 2.00%
- 1M
- 1.21%
- YTD
- 1.91%
- 6M
- 5.76%
- 1Y
- 13.95%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
LYPG.DE
- 1D
- -2.08%
- 1M
- 12.62%
- YTD
- 25.00%
- 6M
- 23.20%
- 1Y
- 47.39%
- 3Y*
- 28.91%
- 5Y*
- 22.18%
- 10Y*
- 23.74%
WELK.DE vs. LYPG.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% |
LYPG.DE Amundi MSCI World Information Technology UCITS ETF EUR Acc | 25.00% | 9.20% | 41.03% | 49.19% | -4.33% |
Correlation
The correlation between WELK.DE and LYPG.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.45 |
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Return for Risk
WELK.DE vs. LYPG.DE — Risk / Return Rank
WELK.DE
LYPG.DE
WELK.DE vs. LYPG.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 Information Technology UCITS ETF EUR Acc (LYPG.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 | LYPG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 3.09 | -1.67 |
| Martin ratioReturn relative to average drawdown | 4.51 | 8.18 | -3.67 |
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 | LYPG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 2.35 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.97 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 1.02 | +0.31 |
Drawdowns
WELK.DE vs. LYPG.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -20.08%, smaller than the maximum LYPG.DE drawdown of -31.83%. Use the drawdown chart below to compare losses from any high point for WELK.DE and LYPG.DE.
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Drawdown Indicators
| WELK.DE | LYPG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -31.83% | +11.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -15.58% | +5.92% |
Max Drawdown (3Y)Largest decline over 3 years | -20.08% | -29.64% | +9.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.83% | — |
Current DrawdownCurrent decline from peak | -0.71% | -2.70% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -5.69% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 5.91% | -2.86% |
Volatility
WELK.DE vs. LYPG.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 World Information Technology UCITS ETF EUR Acc (LYPG.DE) has a volatility of 7.17%. This indicates that WELK.DE experiences smaller price fluctuations and is considered to be less risky than LYPG.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 | LYPG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 7.17% | -3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 15.06% | -4.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 20.52% | -6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 22.56% | -7.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 21.45% | -6.16% |
WELK.DE vs. LYPG.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is lower than LYPG.DE's 0.30% expense ratio.
Dividends
WELK.DE vs. LYPG.DE - Dividend Comparison
Neither WELK.DE nor LYPG.DE has paid dividends to shareholders.
Frequently Asked Questions
WELK.DE and LYPG.DE have a correlation of 0.40, 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 LYPG.DE.
WELK.DE is categorized as Financials Equities, while LYPG.DE is Technology Equities. WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while LYPG.DE tracks MSCI World Information Technology. Their fees differ too: 0.18% for WELK.DE and 0.30% for LYPG.DE.
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