WELK.DE vs. QDVH.DE
WELK.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Acc) and QDVH.DE (iShares S&P 500 Financials Sector UCITS ETF (Acc)) are both Financials Equities funds - WELK.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials while QDVH.DE tracks the S&P 500 Capped 35/20 Financials. Both are passively managed. Over the past 3 years, WELK.DE returned 21.67%/yr vs 15.33%/yr for QDVH.DE. Their correlation of 0.89 suggests significant overlap in exposure. WELK.DE charges 0.18%/yr vs 0.15%/yr for QDVH.DE.
Performance
WELK.DE vs. QDVH.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 QDVH.DE's -4.21% return.
WELK.DE
- 1D
- 2.00%
- 1M
- 1.21%
- YTD
- 1.91%
- 6M
- 5.76%
- 1Y
- 13.95%
- 3Y*
- 21.67%
- 5Y*
- —
- 10Y*
- —
QDVH.DE
- 1D
- 3.16%
- 1M
- 1.56%
- YTD
- -4.21%
- 6M
- -2.14%
- 1Y
- 2.40%
- 3Y*
- 15.33%
- 5Y*
- 8.98%
- 10Y*
- 11.95%
WELK.DE vs. QDVH.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% |
QDVH.DE iShares S&P 500 Financials Sector UCITS ETF (Acc) | -4.21% | 3.01% | 37.13% | 8.44% | 2.33% |
Correlation
The correlation between WELK.DE and QDVH.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.89 |
The correlation between WELK.DE and QDVH.DE has been stable across timeframes, ranging from 0.88 to 0.89 - a consistent structural relationship.
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Return for Risk
WELK.DE vs. QDVH.DE — Risk / Return Rank
WELK.DE
QDVH.DE
WELK.DE vs. QDVH.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 iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.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 | QDVH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.03 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.14 | +1.28 |
| Martin ratioReturn relative to average drawdown | 4.51 | 0.33 | +4.18 |
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 | QDVH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.13 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.49 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.48 | +0.85 |
Drawdowns
WELK.DE vs. QDVH.DE - Drawdown Comparison
The maximum WELK.DE drawdown since its inception was -20.08%, smaller than the maximum QDVH.DE drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for WELK.DE and QDVH.DE.
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Drawdown Indicators
| WELK.DE | QDVH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -42.39% | +22.31% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -12.76% | +3.10% |
Max Drawdown (3Y)Largest decline over 3 years | -20.08% | -21.72% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.39% | — |
Current DrawdownCurrent decline from peak | -0.71% | -9.46% | +8.75% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -7.90% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 5.55% | -2.50% |
Volatility
WELK.DE vs. QDVH.DE - Volatility Comparison
The current volatility for Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) is 3.58%, while iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) has a volatility of 4.30%. This indicates that WELK.DE experiences smaller price fluctuations and is considered to be less risky than QDVH.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 | QDVH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 4.30% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 10.53% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 14.63% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 18.23% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 20.90% | -5.61% |
WELK.DE vs. QDVH.DE - Expense Ratio Comparison
WELK.DE has a 0.18% expense ratio, which is higher than QDVH.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELK.DE vs. QDVH.DE - Dividend Comparison
Neither WELK.DE nor QDVH.DE has paid dividends to shareholders.
Frequently Asked Questions
WELK.DE and QDVH.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVH.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVH.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELK.DE.
WELK.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while QDVH.DE tracks S&P 500 Capped 35/20 Financials. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELK.DE and 0.15% for QDVH.DE.
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