WELM.DE vs. 3SUE.DE
WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) and 3SUE.DE (iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist) are both Consumer Staples Equities funds - WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while 3SUE.DE tracks the MSCI World Consumer Staples. Both are passively managed. Over the past 3 years, WELM.DE returned 0.41%/yr vs 0.49%/yr for 3SUE.DE. Their correlation of 0.82 suggests significant overlap in exposure. Both charge a 0.18% expense ratio.
Performance
WELM.DE vs. 3SUE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELM.DE achieves a 2.90% return, which is significantly higher than 3SUE.DE's 0.62% return.
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
3SUE.DE
- 1D
- -0.18%
- 1M
- -2.28%
- YTD
- 0.62%
- 6M
- 0.29%
- 1Y
- -4.54%
- 3Y*
- 0.49%
- 5Y*
- 3.31%
- 10Y*
- —
WELM.DE vs. 3SUE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.90% | -6.92% | 9.50% | -2.21% | 2.15% |
3SUE.DE iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist | 0.62% | -6.04% | 9.20% | -0.30% | 1.84% |
Correlation
The correlation between WELM.DE and 3SUE.DE is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.82 |
The correlation between WELM.DE and 3SUE.DE shifts across timeframes, from 0.82 (all time) to 0.92 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WELM.DE vs. 3SUE.DE — Risk / Return Rank
WELM.DE
3SUE.DE
WELM.DE vs. 3SUE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.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.
| WELM.DE | 3SUE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.95 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | -0.41 | +0.05 |
| Martin ratioReturn relative to average drawdown | -0.70 | -0.91 | +0.21 |
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
| WELM.DE | 3SUE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | -0.38 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.31 | -0.18 |
Drawdowns
WELM.DE vs. 3SUE.DE - Drawdown Comparison
The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum 3SUE.DE drawdown of -22.98%. Use the drawdown chart below to compare losses from any high point for WELM.DE and 3SUE.DE.
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Drawdown Indicators
| WELM.DE | 3SUE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -22.98% | +9.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -10.93% | +1.63% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -13.04% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.04% | — |
Current DrawdownCurrent decline from peak | -8.92% | -10.63% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -5.61% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.63% | 4.97% | +0.66% |
Volatility
WELM.DE vs. 3SUE.DE - Volatility Comparison
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist (3SUE.DE) have volatilities of 5.09% and 4.88%, 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.
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Volatility by Period
| WELM.DE | 3SUE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 4.88% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 9.87% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 12.05% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 11.43% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 13.09% | -0.59% |
WELM.DE vs. 3SUE.DE - Expense Ratio Comparison
Both WELM.DE and 3SUE.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
WELM.DE vs. 3SUE.DE - Dividend Comparison
WELM.DE's dividend yield for the trailing twelve months is around 2.27%, less than 3SUE.DE's 2.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
3SUE.DE iShares MSCI World Consumer Staples Sector ESG UCITS ETF USD Dist | 2.62% | 2.64% | 2.63% | 2.44% | 2.21% | 2.43% | 3.30% | 0.40% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, WELM.DE and 3SUE.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.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WELM.DE and 3SUE.DE have the same expense ratio: 0.18% per year.
WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while 3SUE.DE tracks MSCI World Consumer Staples. They also come from different issuers: Amundi and iShares.
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