WELN.DE vs. ESIE.DE
Compare and contrast key facts about Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE).
WELN.DE and ESIE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELN.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. It was launched on Sep 20, 2022. ESIE.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Energy NR USD. It was launched on Nov 18, 2020. Both WELN.DE and ESIE.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
WELN.DE vs. ESIE.DE - Performance Comparison
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WELN.DE vs. ESIE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 33.48% | -1.37% | 8.67% | -0.46% | 6.24% |
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 43.14% | 15.26% | -6.63% | 8.58% | 7.09% |
Returns By Period
In the year-to-date period, WELN.DE achieves a 33.48% return, which is significantly lower than ESIE.DE's 43.14% return.
WELN.DE
- 1D
- 0.89%
- 1M
- 5.07%
- YTD
- 33.48%
- 6M
- 35.62%
- 1Y
- 24.80%
- 3Y*
- 12.48%
- 5Y*
- —
- 10Y*
- —
ESIE.DE
- 1D
- 3.49%
- 1M
- 17.96%
- YTD
- 43.14%
- 6M
- 50.01%
- 1Y
- 47.21%
- 3Y*
- 17.73%
- 5Y*
- 22.06%
- 10Y*
- —
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WELN.DE vs. ESIE.DE - Expense Ratio Comparison
Both WELN.DE and ESIE.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%.
Return for Risk
WELN.DE vs. ESIE.DE — Risk / Return Rank
WELN.DE
ESIE.DE
WELN.DE vs. ESIE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) and iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.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.
| WELN.DE | ESIE.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 2.02 | -0.88 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.44 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 4.17 | 5.46 | -1.30 |
Martin ratioReturn relative to average drawdown | 12.72 | 20.02 | -7.31 |
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
| WELN.DE | ESIE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 2.02 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.02 | -0.38 |
Correlation
The correlation between WELN.DE and ESIE.DE is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WELN.DE vs. ESIE.DE - Dividend Comparison
Neither WELN.DE nor ESIE.DE has paid dividends to shareholders.
Drawdowns
WELN.DE vs. ESIE.DE - Drawdown Comparison
The maximum WELN.DE drawdown since its inception was -23.29%, smaller than the maximum ESIE.DE drawdown of -26.20%. Use the drawdown chart below to compare losses from any high point for WELN.DE and ESIE.DE.
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Drawdown Indicators
| WELN.DE | ESIE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.29% | -26.20% | +2.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -16.09% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.20% | — |
Current DrawdownCurrent decline from peak | -5.17% | -1.60% | -3.57% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -6.67% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.80% | -0.31% |
Volatility
WELN.DE vs. ESIE.DE - Volatility Comparison
The current volatility for Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) is 7.46%, while iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) has a volatility of 10.34%. This indicates that WELN.DE experiences smaller price fluctuations and is considered to be less risky than ESIE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELN.DE | ESIE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 10.34% | -2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 13.47% | 16.28% | -2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.68% | 23.30% | -1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.54% | 23.42% | -3.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 23.89% | -4.35% |