WELM.DE vs. XZEC.DE
WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) and XZEC.DE (Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF) are both Consumer Staples Equities funds - WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while XZEC.DE tracks the MSCI Europe Consumer Discretionary ESG Screened 20-35 Select. Both are passively managed. Over the past 3 years, WELM.DE returned 0.41%/yr vs 2.19%/yr for XZEC.DE. At a 0.21 correlation, their price movements are largely independent. WELM.DE charges 0.18%/yr vs 0.17%/yr for XZEC.DE.
Performance
WELM.DE vs. XZEC.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 lower than XZEC.DE's 3.52% return.
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
XZEC.DE
- 1D
- 1.36%
- 1M
- 3.79%
- YTD
- 3.52%
- 6M
- 4.05%
- 1Y
- 11.05%
- 3Y*
- 2.19%
- 5Y*
- —
- 10Y*
- —
WELM.DE vs. XZEC.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% |
XZEC.DE Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF | 3.52% | 1.95% | 3.52% | 16.28% | 12.13% |
Correlation
The correlation between WELM.DE and XZEC.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.22 |
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Return for Risk
WELM.DE vs. XZEC.DE — Risk / Return Rank
WELM.DE
XZEC.DE
WELM.DE vs. XZEC.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 Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF (XZEC.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 | XZEC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.13 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 0.98 | -1.34 |
| Martin ratioReturn relative to average drawdown | -0.70 | 2.63 | -3.33 |
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 | XZEC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 0.73 | -1.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.06 | +0.06 |
Drawdowns
WELM.DE vs. XZEC.DE - Drawdown Comparison
The maximum WELM.DE drawdown since its inception was -13.66%, smaller than the maximum XZEC.DE drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for WELM.DE and XZEC.DE.
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Drawdown Indicators
| WELM.DE | XZEC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -30.22% | +16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -9.30% | -11.27% | +1.97% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -23.79% | +10.13% |
Current DrawdownCurrent decline from peak | -8.92% | -4.58% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -10.22% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.63% | 4.19% | +1.44% |
Volatility
WELM.DE vs. XZEC.DE - Volatility Comparison
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) has a higher volatility of 5.09% compared to Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF (XZEC.DE) at 4.04%. This indicates that WELM.DE's price experiences larger fluctuations and is considered to be riskier than XZEC.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 | XZEC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 4.04% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 11.07% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 15.07% | -2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 20.02% | -7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 20.02% | -7.52% |
WELM.DE vs. XZEC.DE - Expense Ratio Comparison
WELM.DE has a 0.18% expense ratio, which is higher than XZEC.DE's 0.17% 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. XZEC.DE - Dividend Comparison
WELM.DE's dividend yield for the trailing twelve months is around 2.27%, while XZEC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% |
XZEC.DE Xtrackers MSCI Europe Consumer Discretionary ESG Screened UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELM.DE and XZEC.DE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XZEC.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XZEC.DE is cheaper with a 0.17% expense ratio, compared with 0.18% for WELM.DE.
WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while XZEC.DE tracks MSCI Europe Consumer Discretionary ESG Screened 20-35 Select. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELM.DE and 0.17% for XZEC.DE.
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