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WELL.DE vs. XNGI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WELL.DE vs. XNGI.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 Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGI.DE). The values are adjusted to include any dividend payments, if applicable.

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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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELL.DE vs. XNGI.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%
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

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

XNGI.DE
XNGI.DE Risk / Return Rank: 4141
Overall Rank
XNGI.DE Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
XNGI.DE Sortino Ratio Rank: 4646
Sortino Ratio Rank
XNGI.DE Omega Ratio Rank: 4646
Omega Ratio Rank
XNGI.DE Calmar Ratio Rank: 3333
Calmar Ratio Rank
XNGI.DE Martin Ratio Rank: 2929
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. 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.DEXNGI.DEDifference
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

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

The current WELL.DE Sharpe Ratio is 2.17, which is higher than the XNGI.DE Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of WELL.DE and XNGI.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.


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Sharpe Ratios by Period


WELL.DEXNGI.DEDifference

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.DEXNGI.DEDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-2.72%

-1.91%

-0.81%

Average Drawdown

Average peak-to-trough decline

-4.72%

-6.21%

+1.49%

Ulcer Index

Depth 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.DEXNGI.DEDifference

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.


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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