WELN.DE vs. ZPDE.DE
Compare and contrast key facts about Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) and SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE).
WELN.DE and ZPDE.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. ZPDE.DE is a passively managed fund by State Street that tracks the performance of the S&P Energy Select Sector. It was launched on Jul 7, 2015. Both WELN.DE and ZPDE.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. ZPDE.DE - Performance Comparison
Loading graphics...
WELN.DE vs. ZPDE.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% |
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 35.41% | -2.67% | 9.39% | -2.97% | -0.56% |
Returns By Period
In the year-to-date period, WELN.DE achieves a 33.48% return, which is significantly lower than ZPDE.DE's 35.41% return.
WELN.DE
- 1D
- 0.89%
- 1M
- 5.07%
- YTD
- 33.48%
- 6M
- 35.62%
- 1Y
- 24.80%
- 3Y*
- 12.48%
- 5Y*
- —
- 10Y*
- —
ZPDE.DE
- 1D
- -13.08%
- 1M
- 5.08%
- YTD
- 35.41%
- 6M
- 37.31%
- 1Y
- 22.23%
- 3Y*
- 12.36%
- 5Y*
- 23.72%
- 10Y*
- 10.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WELN.DE vs. ZPDE.DE - Expense Ratio Comparison
WELN.DE has a 0.18% expense ratio, which is higher than ZPDE.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%.
Return for Risk
WELN.DE vs. ZPDE.DE — Risk / Return Rank
WELN.DE
ZPDE.DE
WELN.DE vs. ZPDE.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 SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.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 | ZPDE.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.77 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.10 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 4.17 | 2.48 | +1.69 |
Martin ratioReturn relative to average drawdown | 12.72 | 9.75 | +2.97 |
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 graphics...
Sharpe Ratios by Period
| WELN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.77 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.85 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.27 | +0.37 |
Correlation
The correlation between WELN.DE and ZPDE.DE is 0.90, 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. ZPDE.DE - Dividend Comparison
Neither WELN.DE nor ZPDE.DE has paid dividends to shareholders.
Drawdowns
WELN.DE vs. ZPDE.DE - Drawdown Comparison
The maximum WELN.DE drawdown since its inception was -23.29%, smaller than the maximum ZPDE.DE drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for WELN.DE and ZPDE.DE.
Loading graphics...
Drawdown Indicators
| WELN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.29% | -65.58% | +42.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -15.62% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.97% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -65.58% | — |
Current DrawdownCurrent decline from peak | -5.17% | -13.08% | +7.91% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -17.37% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.33% | -0.84% |
Volatility
WELN.DE vs. ZPDE.DE - Volatility Comparison
The current volatility for Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) is 7.46%, while SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) has a volatility of 17.75%. This indicates that WELN.DE experiences smaller price fluctuations and is considered to be less risky than ZPDE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WELN.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 17.75% | -10.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.47% | 21.90% | -8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.68% | 28.79% | -7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.54% | 27.47% | -7.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 29.06% | -9.52% |