WELM.DE vs. QDVK.DE
WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) and QDVK.DE (iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)) are both Consumer Staples Equities funds - WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while QDVK.DE tracks the S&P 500 Capped 35/20 Consumer Discretionary. Both are passively managed. Over the past 3 years, WELM.DE returned 0.41%/yr vs 13.82%/yr for QDVK.DE. At a 0.16 correlation, their price movements are largely independent. WELM.DE charges 0.18%/yr vs 0.15%/yr for QDVK.DE.
Performance
WELM.DE vs. QDVK.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELM.DE achieves a 2.90% return, which is significantly higher than QDVK.DE's -0.11% return.
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
QDVK.DE
- 1D
- 0.33%
- 1M
- -0.70%
- YTD
- -0.11%
- 6M
- 0.74%
- 1Y
- 9.98%
- 3Y*
- 13.82%
- 5Y*
- 9.12%
- 10Y*
- 12.66%
WELM.DE vs. QDVK.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% |
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | -0.11% | -5.11% | 38.60% | 38.90% | -15.54% |
Correlation
The correlation between WELM.DE and QDVK.DE is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.16 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELM.DE vs. QDVK.DE — Risk / Return Rank
WELM.DE
QDVK.DE
WELM.DE vs. QDVK.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 S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.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 | QDVK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.11 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.73 | -1.10 |
| Martin ratioReturn relative to average drawdown | -0.70 | 2.00 | -2.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WELM.DE | QDVK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 0.56 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.41 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.53 | -0.40 |
Drawdowns
WELM.DE vs. QDVK.DE - Drawdown Comparison
The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum QDVK.DE drawdown of -37.28%. Use the drawdown chart below to compare losses from any high point for WELM.DE and QDVK.DE.
Loading charts...
Drawdown Indicators
| WELM.DE | QDVK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -37.28% | +23.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -13.65% | +4.35% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -30.81% | +17.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.28% | — |
Current DrawdownCurrent decline from peak | -8.92% | -10.02% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -9.22% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.63% | 4.99% | +0.64% |
Volatility
WELM.DE vs. QDVK.DE - Volatility Comparison
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) have volatilities of 5.09% and 5.33%, 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.
Loading charts...
Volatility by Period
| WELM.DE | QDVK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.33% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 13.18% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 17.90% | -5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 21.84% | -9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 20.62% | -8.12% |
WELM.DE vs. QDVK.DE - Expense Ratio Comparison
WELM.DE has a 0.18% expense ratio, which is higher than QDVK.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELM.DE vs. QDVK.DE - Dividend Comparison
WELM.DE's dividend yield for the trailing twelve months is around 2.27%, while QDVK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% |
Frequently Asked Questions
WELM.DE and QDVK.DE have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVK.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVK.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELM.DE.
WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while QDVK.DE tracks S&P 500 Capped 35/20 Consumer Discretionary. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELM.DE and 0.15% for QDVK.DE.
Find the right allocation for WELM.DE and QDVK.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer