PortfoliosLab logoPortfoliosLab logo
WELL.DE vs. LYMS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WELL.DE vs. LYMS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) and Amundi Nasdaq-100 II UCITS ETF Acc (LYMS.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with WELL.DE having a 21.22% return and LYMS.DE slightly lower at 20.63%.


WELL.DE

1D
-1.85%
1M
12.90%
YTD
21.22%
6M
19.95%
1Y
44.12%
3Y*
27.36%
5Y*
10Y*

LYMS.DE

1D
-0.86%
1M
9.25%
YTD
20.63%
6M
19.42%
1Y
37.94%
3Y*
24.71%
5Y*
18.88%
10Y*
21.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELL.DE vs. LYMS.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
WELL.DE
Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist
21.22%9.77%38.81%57.34%0.14%
LYMS.DE
Amundi Nasdaq-100 II UCITS ETF Acc
20.63%7.15%33.72%51.52%-9.07%

Correlation

The correlation between WELL.DE and LYMS.DE is 0.94, 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

0.94

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2022

0.93

The correlation between WELL.DE and LYMS.DE has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WELL.DE vs. LYMS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELL.DE
WELL.DE Risk / Return Rank: 5757
Overall Rank
WELL.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
WELL.DE Sortino Ratio Rank: 6262
Sortino Ratio Rank
WELL.DE Omega Ratio Rank: 5959
Omega Ratio Rank
WELL.DE Calmar Ratio Rank: 5656
Calmar Ratio Rank
WELL.DE Martin Ratio Rank: 4444
Martin Ratio Rank

LYMS.DE
LYMS.DE Risk / Return Rank: 7171
Overall Rank
LYMS.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LYMS.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
LYMS.DE Omega Ratio Rank: 7272
Omega Ratio Rank
LYMS.DE Calmar Ratio Rank: 7575
Calmar Ratio Rank
LYMS.DE Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WELL.DE vs. LYMS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) and Amundi Nasdaq-100 II UCITS ETF Acc (LYMS.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.


WELL.DELYMS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.34

Omega ratioGain probability vs. loss probability

1.36

1.42

-0.07

Calmar ratioReturn relative to maximum drawdown

2.71

3.77

-1.05

Martin ratioReturn relative to average drawdown

7.03

11.23

-4.20

WELL.DE vs. LYMS.DE - Sharpe Ratio Comparison

The current WELL.DE Sharpe Ratio is 2.17, which is comparable to the LYMS.DE Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of WELL.DE and LYMS.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


WELL.DELYMS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.17

2.40

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.08

Sharpe Ratio (All Time)

Calculated using the full available price history

1.52

0.77

+0.75

Drawdowns

WELL.DE vs. LYMS.DE - Drawdown Comparison

The maximum WELL.DE drawdown since its inception was -28.78%, smaller than the maximum LYMS.DE drawdown of -50.00%. Use the drawdown chart below to compare losses from any high point for WELL.DE and LYMS.DE.


Loading charts...

Drawdown Indicators


WELL.DELYMS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-28.78%

-50.00%

+21.22%

Max Drawdown (1Y)

Largest decline over 1 year

-16.18%

-10.02%

-6.16%

Max Drawdown (3Y)

Largest decline over 3 years

-28.78%

-26.74%

-2.04%

Max Drawdown (5Y)

Largest decline over 5 years

-31.12%

Max Drawdown (10Y)

Largest decline over 10 years

-31.12%

Current Drawdown

Current decline from peak

-2.72%

-0.86%

-1.86%

Average Drawdown

Average peak-to-trough decline

-4.72%

-8.78%

+4.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.26%

3.37%

+2.89%

Volatility

WELL.DE vs. LYMS.DE - Volatility Comparison

Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) has a higher volatility of 6.79% compared to Amundi Nasdaq-100 II UCITS ETF Acc (LYMS.DE) at 4.37%. This indicates that WELL.DE's price experiences larger fluctuations and is considered to be riskier than LYMS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


WELL.DELYMS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.79%

4.37%

+2.42%

Volatility (6M)

Calculated over the trailing 6-month period

14.75%

10.99%

+3.76%

Volatility (1Y)

Calculated over the trailing 1-year period

20.24%

15.73%

+4.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.20%

19.91%

+2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.20%

19.68%

+2.52%

WELL.DE vs. LYMS.DE - Expense Ratio Comparison

WELL.DE has a 0.18% expense ratio, which is lower than LYMS.DE's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

WELL.DE vs. LYMS.DE - Dividend Comparison

WELL.DE's dividend yield for the trailing twelve months is around 0.27%, while LYMS.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
LYMS.DE
Amundi Nasdaq-100 II UCITS ETF Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.65%0.69%0.76%1.09%1.18%
WELL.DE
Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist
0.27%0.35%0.36%0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, WELL.DE and LYMS.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, WELL.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WELL.DE is cheaper with a 0.18% expense ratio, compared with 0.22% for LYMS.DE.

WELL.DE is categorized as Technology Equities, while LYMS.DE is Nasdaq-100. WELL.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology, while LYMS.DE tracks Nasdaq 100®. Their fees differ too: 0.18% for WELL.DE and 0.22% for LYMS.DE.

Portfolio Optimizer

Find the right allocation for WELL.DE and LYMS.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer