WELN.DE vs. XDG7.DE
WELN.DE (Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc) and XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) are both Energy Equities funds - WELN.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy while XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select. Both are passively managed. Over the past 3 years, WELN.DE returned 14.42%/yr vs 4.63%/yr for XDG7.DE. At a 0.22 correlation, their price movements are largely independent. WELN.DE charges 0.18%/yr vs 0.35%/yr for XDG7.DE.
Performance
WELN.DE vs. XDG7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WELN.DE having a 33.78% return and XDG7.DE slightly higher at 34.27%.
WELN.DE
- 1D
- -0.46%
- 1M
- 2.90%
- YTD
- 33.78%
- 6M
- 30.26%
- 1Y
- 43.28%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
XDG7.DE
- 1D
- -2.33%
- 1M
- 2.34%
- YTD
- 34.27%
- 6M
- 33.11%
- 1Y
- 73.03%
- 3Y*
- 4.63%
- 5Y*
- —
- 10Y*
- —
WELN.DE vs. XDG7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 33.78% | -1.37% | 8.67% | -5.65% |
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 34.27% | 23.57% | -15.19% | -25.56% |
Correlation
The correlation between WELN.DE and XDG7.DE is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.22 |
The correlation between WELN.DE and XDG7.DE shifts across timeframes, from -0.03 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WELN.DE vs. XDG7.DE — Risk / Return Rank
WELN.DE
XDG7.DE
WELN.DE vs. XDG7.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 Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.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 | XDG7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.56 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 4.19 | -0.75 |
| Martin ratioReturn relative to average drawdown | 11.82 | 10.86 | +0.96 |
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 | XDG7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 2.40 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.06 | +0.54 |
Drawdowns
WELN.DE vs. XDG7.DE - Drawdown Comparison
The maximum WELN.DE drawdown since its inception was -23.29%, smaller than the maximum XDG7.DE drawdown of -48.68%. Use the drawdown chart below to compare losses from any high point for WELN.DE and XDG7.DE.
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Drawdown Indicators
| WELN.DE | XDG7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.29% | -48.68% | +25.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -17.21% | +4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -43.66% | +20.37% |
Current DrawdownCurrent decline from peak | -4.95% | -2.95% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -7.87% | -26.59% | +18.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 6.64% | -3.04% |
Volatility
WELN.DE vs. XDG7.DE - Volatility Comparison
The current volatility for Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) is 6.50%, while Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) has a volatility of 7.88%. This indicates that WELN.DE experiences smaller price fluctuations and is considered to be less risky than XDG7.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 | XDG7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 7.88% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 13.49% | +2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 30.00% | -10.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 24.08% | -4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 24.08% | -4.18% |
WELN.DE vs. XDG7.DE - Expense Ratio Comparison
WELN.DE has a 0.18% expense ratio, which is lower than XDG7.DE's 0.35% expense ratio.
Dividends
WELN.DE vs. XDG7.DE - Dividend Comparison
Neither WELN.DE nor XDG7.DE has paid dividends to shareholders.
Frequently Asked Questions
WELN.DE and XDG7.DE have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELN.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELN.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XDG7.DE.
WELN.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy, while XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELN.DE and 0.35% for XDG7.DE.
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