WELM.DE vs. WELJ.DE
WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) and WELJ.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc) are both Consumer Staples Equities funds from Amundi - WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while WELJ.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. Both are passively managed. Over the past 3 years, WELM.DE returned 0.41%/yr vs 9.08%/yr for WELJ.DE. At a 0.16 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
WELM.DE vs. WELJ.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 WELJ.DE's -1.85% return.
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
WELJ.DE
- 1D
- 0.21%
- 1M
- -0.51%
- YTD
- -1.85%
- 6M
- -1.53%
- 1Y
- 6.43%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
WELM.DE vs. WELJ.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% |
WELJ.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc | -1.85% | -4.79% | 29.73% | 30.43% | -9.32% |
Correlation
The correlation between WELM.DE and WELJ.DE is 0.09, 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 | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2022 | 0.16 |
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Return for Risk
WELM.DE vs. WELJ.DE — Risk / Return Rank
WELM.DE
WELJ.DE
WELM.DE vs. WELJ.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 Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.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 | WELJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.08 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.44 | -0.81 |
| Martin ratioReturn relative to average drawdown | -0.70 | 1.20 | -1.89 |
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 | WELJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 0.38 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.59 | -0.47 |
Drawdowns
WELM.DE vs. WELJ.DE - Drawdown Comparison
The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum WELJ.DE drawdown of -28.28%. Use the drawdown chart below to compare losses from any high point for WELM.DE and WELJ.DE.
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Drawdown Indicators
| WELM.DE | WELJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -28.28% | +14.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -14.62% | +5.32% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -28.28% | +14.62% |
Current DrawdownCurrent decline from peak | -8.92% | -10.41% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -6.81% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.63% | 5.36% | +0.27% |
Volatility
WELM.DE vs. WELJ.DE - Volatility Comparison
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Acc (WELJ.DE) have volatilities of 5.09% and 5.07%, 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 | WELJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.07% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 12.51% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 16.84% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 18.18% | -5.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 18.18% | -5.68% |
WELM.DE vs. WELJ.DE - Expense Ratio Comparison
Both WELM.DE and WELJ.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. WELJ.DE - Dividend Comparison
WELM.DE's dividend yield for the trailing twelve months is around 2.27%, while WELJ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELJ.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR 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 WELJ.DE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 WELJ.DE have the same expense ratio: 0.18% per year.
WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while WELJ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary.
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