WELM.DE vs. EXH3.DE
WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) and EXH3.DE (iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)) are both Consumer Staples Equities funds - WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while EXH3.DE tracks the STOXX® Europe 600 Food & Beverage. Both are passively managed. Over the past 3 years, WELM.DE returned 0.41%/yr vs -5.22%/yr for EXH3.DE. A 0.60 correlation means they provide meaningful diversification when combined. WELM.DE charges 0.18%/yr vs 0.46%/yr for EXH3.DE.
Performance
WELM.DE vs. EXH3.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 EXH3.DE's 0.79% return.
WELM.DE
- 1D
- -0.22%
- 1M
- -2.95%
- YTD
- 2.90%
- 6M
- 1.47%
- 1Y
- -1.94%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
EXH3.DE
- 1D
- -0.56%
- 1M
- -2.61%
- YTD
- 0.79%
- 6M
- 1.07%
- 1Y
- -8.05%
- 3Y*
- -5.22%
- 5Y*
- -3.23%
- 10Y*
- 1.45%
WELM.DE vs. EXH3.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% |
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 0.79% | 0.44% | -10.82% | -2.05% | 2.65% |
Correlation
The correlation between WELM.DE and EXH3.DE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.60 |
The correlation between WELM.DE and EXH3.DE shifts across timeframes, from 0.60 (all time) to 0.71 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WELM.DE vs. EXH3.DE — Risk / Return Rank
WELM.DE
EXH3.DE
WELM.DE vs. EXH3.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 STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.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 | EXH3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.91 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | -0.68 | +0.31 |
| Martin ratioReturn relative to average drawdown | -0.70 | -1.07 | +0.38 |
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 | EXH3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | -0.59 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.23 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.40 | -0.28 |
Drawdowns
WELM.DE vs. EXH3.DE - Drawdown Comparison
The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum EXH3.DE drawdown of -39.85%. Use the drawdown chart below to compare losses from any high point for WELM.DE and EXH3.DE.
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Drawdown Indicators
| WELM.DE | EXH3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -39.85% | +26.19% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -13.35% | +4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -21.11% | +7.45% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.20% | — |
Current DrawdownCurrent decline from peak | -8.92% | -24.50% | +15.58% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -8.56% | +2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.63% | 8.42% | -2.79% |
Volatility
WELM.DE vs. EXH3.DE - Volatility Comparison
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) have volatilities of 5.09% and 5.17%, 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 | EXH3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.17% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 11.62% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 15.26% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 14.07% | -1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 14.41% | -1.91% |
WELM.DE vs. EXH3.DE - Expense Ratio Comparison
WELM.DE has a 0.18% expense ratio, which is lower than EXH3.DE's 0.46% expense ratio.
Dividends
WELM.DE vs. EXH3.DE - Dividend Comparison
WELM.DE's dividend yield for the trailing twelve months is around 2.27%, more than EXH3.DE's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 2.16% | 2.10% | 2.16% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% |
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% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELM.DE and EXH3.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELM.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELM.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH3.DE.
WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while EXH3.DE tracks STOXX® Europe 600 Food & Beverage. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELM.DE and 0.46% for EXH3.DE.
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