WELL.DE vs. QDVE.DE
Compare and contrast key facts about Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE).
WELL.DE and QDVE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELL.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology. It was launched on Sep 20, 2022. QDVE.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015. Both WELL.DE and QDVE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELL.DE or QDVE.DE.
Correlation
The correlation between WELL.DE and QDVE.DE is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WELL.DE vs. QDVE.DE - Performance Comparison
Key characteristics
WELL.DE:
1.35
QDVE.DE:
1.42
WELL.DE:
1.83
QDVE.DE:
1.91
WELL.DE:
1.25
QDVE.DE:
1.26
WELL.DE:
1.83
QDVE.DE:
2.00
WELL.DE:
5.53
QDVE.DE:
6.23
WELL.DE:
5.39%
QDVE.DE:
5.03%
WELL.DE:
22.16%
QDVE.DE:
22.11%
WELL.DE:
-16.31%
QDVE.DE:
-31.45%
WELL.DE:
-1.48%
QDVE.DE:
-2.66%
Returns By Period
In the year-to-date period, WELL.DE achieves a 2.36% return, which is significantly higher than QDVE.DE's 0.11% return.
WELL.DE
2.36%
2.22%
12.14%
30.50%
N/A
N/A
QDVE.DE
0.11%
1.25%
14.33%
36.54%
23.06%
N/A
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WELL.DE vs. QDVE.DE - Expense Ratio Comparison
WELL.DE has a 0.18% expense ratio, which is higher than QDVE.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%.
Risk-Adjusted Performance
WELL.DE vs. QDVE.DE — Risk-Adjusted Performance Rank
WELL.DE
QDVE.DE
WELL.DE vs. QDVE.DE - Risk-Adjusted Performance 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 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.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.
Dividends
WELL.DE vs. QDVE.DE - Dividend Comparison
WELL.DE's dividend yield for the trailing twelve months is around 0.38%, while QDVE.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 0.38% | 0.36% | 0.14% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% |
Drawdowns
WELL.DE vs. QDVE.DE - Drawdown Comparison
The maximum WELL.DE drawdown since its inception was -16.31%, smaller than the maximum QDVE.DE drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for WELL.DE and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
WELL.DE vs. QDVE.DE - Volatility Comparison
Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist (WELL.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) have volatilities of 8.88% and 8.61%, 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.