WELL.DE vs. XNGI.DE
WELL.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist) and XNGI.DE (Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C) are both Technology Equities funds - WELL.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology while XNGI.DE tracks the MSCI ACWI IMI Next Generation Internet Innovation Select ESG Screened 100. Both are passively managed. Over the past 3 years, WELL.DE returned 27.36%/yr vs 27.17%/yr for XNGI.DE. Their correlation of 0.88 suggests significant overlap in exposure. WELL.DE charges 0.18%/yr vs 0.30%/yr for XNGI.DE.
Performance
WELL.DE vs. XNGI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELL.DE achieves a 21.22% return, which is significantly higher than XNGI.DE's 17.43% return.
WELL.DE
- 1D
- -1.85%
- 1M
- 12.90%
- YTD
- 21.22%
- 6M
- 19.95%
- 1Y
- 44.12%
- 3Y*
- 27.36%
- 5Y*
- —
- 10Y*
- —
XNGI.DE
- 1D
- -1.17%
- 1M
- 12.12%
- YTD
- 17.43%
- 6M
- 16.12%
- 1Y
- 30.44%
- 3Y*
- 27.17%
- 5Y*
- —
- 10Y*
- —
WELL.DE vs. XNGI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 21.22% | 9.77% | 38.81% | 57.34% | 0.14% |
XNGI.DE Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C | 17.43% | 7.77% | 43.41% | 52.53% | -4.37% |
Correlation
The correlation between WELL.DE and XNGI.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.88 |
The correlation between WELL.DE and XNGI.DE has been stable across timeframes, ranging from 0.88 to 0.89 - a consistent structural relationship.
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Return for Risk
WELL.DE vs. XNGI.DE — Risk / Return Rank
WELL.DE
XNGI.DE
WELL.DE vs. XNGI.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 Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGI.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.DE | XNGI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.29 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.60 | +1.12 |
| Martin ratioReturn relative to average drawdown | 7.03 | 4.10 | +2.93 |
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
| WELL.DE | XNGI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 1.66 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 1.20 | +0.32 |
Drawdowns
WELL.DE vs. XNGI.DE - Drawdown Comparison
The maximum WELL.DE drawdown since its inception was -28.78%, roughly equal to the maximum XNGI.DE drawdown of -27.91%. Use the drawdown chart below to compare losses from any high point for WELL.DE and XNGI.DE.
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Drawdown Indicators
| WELL.DE | XNGI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.78% | -27.91% | -0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -16.18% | -18.97% | +2.79% |
Max Drawdown (3Y)Largest decline over 3 years | -28.78% | -27.91% | -0.87% |
Current DrawdownCurrent decline from peak | -2.72% | -1.91% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -6.21% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.26% | 7.40% | -1.14% |
Volatility
WELL.DE vs. XNGI.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 Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGI.DE) at 5.48%. This indicates that WELL.DE's price experiences larger fluctuations and is considered to be riskier than XNGI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELL.DE | XNGI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 5.48% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.75% | 13.40% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.24% | 18.27% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 20.70% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 20.70% | +1.50% |
WELL.DE vs. XNGI.DE - Expense Ratio Comparison
WELL.DE has a 0.18% expense ratio, which is lower than XNGI.DE's 0.30% expense ratio.
Dividends
WELL.DE vs. XNGI.DE - Dividend Comparison
WELL.DE's dividend yield for the trailing twelve months is around 0.27%, while XNGI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELL.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Dist | 0.27% | 0.35% | 0.36% | 0.14% |
XNGI.DE Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELL.DE and XNGI.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.30% for XNGI.DE.
WELL.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology, while XNGI.DE tracks MSCI ACWI IMI Next Generation Internet Innovation Select ESG Screened 100. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELL.DE and 0.30% for XNGI.DE.
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