WELM.DE vs. EXV5.DE

Last updated Apr 2, 2026

Compare and contrast key facts about Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE).

WELM.DE and EXV5.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELM.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. It was launched on Sep 20, 2022. EXV5.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Automobiles & Parts. It was launched on Jul 8, 2002. Both WELM.DE and EXV5.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

WELM.DE vs. EXV5.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE). The values are adjusted to include any dividend payments, if applicable.

WELM.DE vs. EXV5.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist	3.98%	-6.92%	9.50%	-2.21%	2.15%
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist	-12.27%	-1.15%	-8.64%	24.07%	9.46%

Returns By Period

In the year-to-date period, WELM.DE achieves a 3.98% return, which is significantly higher than EXV5.DE's -12.27% return.

WELM.DE

• 1D: 0.07%
• 1M: -7.32%
• YTD: 3.98%
• 6M: 6.25%
• 1Y: -3.59%
• 3Y*: 0.63%
• 5Y*: —
• 10Y*: —

EXV5.DE

• 1D: -0.06%
• 1M: -3.86%
• YTD: -12.27%
• 6M: -14.31%
• 1Y: -10.07%
• 3Y*: -5.51%
• 5Y*: -3.53%
• 10Y*: 2.53%

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

WELM.DE vs. EXV5.DE - Expense Ratio Comparison

WELM.DE has a 0.18% expense ratio, which is lower than EXV5.DE's 0.46% expense ratio.

EXV5.DE

iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist

WELM.DE

Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist

Return for Risk

WELM.DE vs. EXV5.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELM.DE

WELM.DE Risk / Return Rank: 8
WELM.DE Sharpe Ratio Rank: 7
WELM.DE Sortino Ratio Rank: 6
WELM.DE Omega Ratio Rank: 7
WELM.DE Calmar Ratio Rank: 9
WELM.DE Martin Ratio Rank: 9

EXV5.DE

EXV5.DE Risk / Return Rank: 5
EXV5.DE Sharpe Ratio Rank: 5
EXV5.DE Sortino Ratio Rank: 5
EXV5.DE Omega Ratio Rank: 5
EXV5.DE Calmar Ratio Rank: 7
EXV5.DE Martin Ratio Rank: 6

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.

WELM.DE vs. EXV5.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 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.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	EXV5.DE	Difference
Sharpe ratio Return per unit of total volatility	-0.27	-0.44	+0.16
Sortino ratio Return per unit of downside risk	-0.29	-0.46	+0.17
Omega ratio Gain probability vs. loss probability	0.97	0.94	+0.02
Calmar ratio Return relative to maximum drawdown	-0.19	-0.28	+0.10
Martin ratio Return relative to average drawdown	-0.31	-0.73	+0.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WELM.DE vs. EXV5.DE - Sharpe Ratio Comparison

The current WELM.DE Sharpe Ratio is -0.27, which is higher than the EXV5.DE Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of WELM.DE and EXV5.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WELM.DE	EXV5.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.27	-0.44	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.15	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.10	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.21	-0.04

Correlation

The correlation between WELM.DE and EXV5.DE is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

WELM.DE vs. EXV5.DE - Dividend Comparison

WELM.DE's dividend yield for the trailing twelve months is around 2.25%, less than EXV5.DE's 4.90% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist	2.25%	2.18%	2.02%	2.48%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
EXV5.DE iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist	4.90%	4.34%	4.96%	5.38%	4.39%	2.94%	0.77%	4.11%	3.44%	3.97%	2.88%	2.82%

Drawdowns

WELM.DE vs. EXV5.DE - Drawdown Comparison

The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum EXV5.DE drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for WELM.DE and EXV5.DE.

Drawdown Indicators

	WELM.DE	EXV5.DE	Difference
Max Drawdown Largest peak-to-trough decline	-13.66%	-64.56%	+50.90%
Max Drawdown (1Y) Largest decline over 1 year	-9.23%	-22.28%	+13.05%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.82%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-58.64%	—
Current Drawdown Current decline from peak	-7.96%	-31.89%	+23.93%
Average Drawdown Average peak-to-trough decline	-5.50%	-17.66%	+12.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.71%	8.69%	-2.98%

Volatility

WELM.DE vs. EXV5.DE - Volatility Comparison

The current volatility for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) is 4.32%, while iShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) EUR Dist (EXV5.DE) has a volatility of 7.17%. This indicates that WELM.DE experiences smaller price fluctuations and is considered to be less risky than EXV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WELM.DE	EXV5.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.32%	7.17%	-2.85%
Volatility (6M) Calculated over the trailing 6-month period	9.30%	16.17%	-6.87%
Volatility (1Y) Calculated over the trailing 1-year period	13.55%	22.93%	-9.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.33%	23.75%	-11.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.33%	25.36%	-13.03%