WELM.DE vs. EXH7.DE
WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) and EXH7.DE (iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE)) are both Consumer Staples Equities funds - WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while EXH7.DE tracks the STOXX® Europe 600 Personal & Household Goods. Both are passively managed. Over the past 3 years, WELM.DE returned 2.35%/yr vs 0.38%/yr for EXH7.DE. At a 0.45 correlation, their price movements are largely independent. WELM.DE charges 0.18%/yr vs 0.46%/yr for EXH7.DE.
Performance
WELM.DE vs. EXH7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELM.DE achieves a 8.66% return, which is significantly higher than EXH7.DE's -4.04% return.
WELM.DE
- 1D
- 0.00%
- 1M
- 1.46%
- YTD
- 8.66%
- 6M
- 9.44%
- 1Y
- 8.81%
- 3Y*
- 2.35%
- 5Y*
- —
- 10Y*
- —
EXH7.DE
- 1D
- 0.39%
- 1M
- 3.29%
- YTD
- -4.04%
- 6M
- -3.15%
- 1Y
- 8.56%
- 3Y*
- 0.38%
- 5Y*
- 1.20%
- 10Y*
- 5.68%
WELM.DE vs. EXH7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 8.66% | -6.92% | 9.50% | -2.21% | 0.24% |
EXH7.DE iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | -4.04% | 6.41% | 3.93% | 7.55% | 4.93% |
Correlation
The correlation between WELM.DE and EXH7.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.45 |
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Return for Risk
WELM.DE vs. EXH7.DE — Risk / Return Rank
WELM.DE
EXH7.DE
WELM.DE vs. EXH7.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 Personal & Household Goods UCITS ETF (DE) (EXH7.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WELM.DE | EXH7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.10 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.54 | +0.40 |
| Martin ratioReturn relative to average drawdown | 2.02 | 1.22 | +0.80 |
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Drawdowns
WELM.DE vs. EXH7.DE - Drawdown Comparison
The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum EXH7.DE drawdown of -45.49%. Use the drawdown chart below to compare losses from any high point for WELM.DE and EXH7.DE.
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Drawdown Indicators
| WELM.DE | EXH7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -45.49% | +31.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -15.83% | +6.53% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -17.88% | +4.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.00% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.18% | — |
Current DrawdownCurrent decline from peak | -3.82% | -7.38% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -8.07% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 7.01% | -2.66% |
Volatility
WELM.DE vs. EXH7.DE - Volatility Comparison
The current volatility for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) is 4.36%, while iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) (EXH7.DE) has a volatility of 4.97%. This indicates that WELM.DE experiences smaller price fluctuations and is considered to be less risky than EXH7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELM.DE | EXH7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 4.97% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 14.00% | -3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.84% | 16.96% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.47% | 17.45% | -5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.47% | 16.73% | -5.26% |
WELM.DE vs. EXH7.DE - Expense Ratio Comparison
WELM.DE has a 0.18% expense ratio, which is lower than EXH7.DE's 0.46% expense ratio.
Dividends
WELM.DE vs. EXH7.DE - Dividend Comparison
WELM.DE's dividend yield for the trailing twelve months is around 2.15%, less than EXH7.DE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH7.DE iShares STOXX Europe 600 Personal & Household Goods UCITS ETF (DE) | 2.58% | 2.31% | 2.35% | 2.27% | 2.39% | 1.76% | 1.82% | 2.36% | 1.96% | 5.68% | 2.74% | 2.79% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.15% | 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 EXH7.DE have a correlation of 0.46, 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 EXH7.DE.
WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while EXH7.DE tracks STOXX® Europe 600 Personal & Household Goods. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELM.DE and 0.46% for EXH7.DE.
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