WELP.DE vs. QDVF.DE
WELP.DE (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF) and QDVF.DE (iShares S&P 500 Energy Sector UCITS ETF (Acc)) are both Energy Equities funds - WELP.DE tracks the MSCI World/Energy NR USD while QDVF.DE tracks the S&P 500 Capped 35/20 Energy. Both are passively managed. Over the past 3 years, WELP.DE returned 14.42%/yr vs 13.74%/yr for QDVF.DE. Their correlation of 0.93 suggests significant overlap in exposure. WELP.DE charges 0.59%/yr vs 0.15%/yr for QDVF.DE.
Performance
WELP.DE vs. QDVF.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with WELP.DE having a 34.22% return and QDVF.DE slightly lower at 32.71%.
WELP.DE
- 1D
- -0.43%
- 1M
- -0.84%
- YTD
- 34.22%
- 6M
- 30.47%
- 1Y
- 42.64%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
QDVF.DE
- 1D
- -0.53%
- 1M
- -0.30%
- YTD
- 32.71%
- 6M
- 29.55%
- 1Y
- 43.90%
- 3Y*
- 13.74%
- 5Y*
- 21.44%
- 10Y*
- 8.97%
WELP.DE vs. QDVF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 34.22% | -1.54% | 7.90% | 0.25% | 6.11% |
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 32.71% | -2.67% | 9.20% | -3.70% | -0.79% |
Correlation
The correlation between WELP.DE and QDVF.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.93 |
The correlation between WELP.DE and QDVF.DE has been stable across timeframes, ranging from 0.93 to 0.93 - a consistent structural relationship.
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Return for Risk
WELP.DE vs. QDVF.DE — Risk / Return Rank
WELP.DE
QDVF.DE
WELP.DE vs. QDVF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) and iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.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.
| WELP.DE | QDVF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.32 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.47 | 2.54 | +0.94 |
| Martin ratioReturn relative to average drawdown | 11.93 | 7.98 | +3.95 |
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
| WELP.DE | QDVF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.82 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.28 | +0.33 |
Drawdowns
WELP.DE vs. QDVF.DE - Drawdown Comparison
The maximum WELP.DE drawdown since its inception was -23.55%, smaller than the maximum QDVF.DE drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for WELP.DE and QDVF.DE.
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Drawdown Indicators
| WELP.DE | QDVF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.55% | -65.81% | +42.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -17.23% | +5.01% |
Max Drawdown (3Y)Largest decline over 3 years | -23.55% | -27.13% | +3.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.13% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -65.81% | — |
Current DrawdownCurrent decline from peak | -4.77% | -8.92% | +4.15% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -17.41% | +9.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 5.49% | -1.93% |
Volatility
WELP.DE vs. QDVF.DE - Volatility Comparison
The current volatility for HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) is 6.37%, while iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) has a volatility of 7.70%. This indicates that WELP.DE experiences smaller price fluctuations and is considered to be less risky than QDVF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELP.DE | QDVF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 7.70% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.27% | 20.43% | -4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.25% | 24.05% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.61% | 26.95% | -7.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 28.68% | -9.07% |
WELP.DE vs. QDVF.DE - Expense Ratio Comparison
WELP.DE has a 0.59% expense ratio, which is higher than QDVF.DE's 0.15% expense ratio.
Dividends
WELP.DE vs. QDVF.DE - Dividend Comparison
WELP.DE's dividend yield for the trailing twelve months is around 2.85%, while QDVF.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 2.85% | 3.78% | 3.64% | 0.79% |
Frequently Asked Questions
With a correlation of 0.93, WELP.DE and QDVF.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, QDVF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVF.DE is cheaper with a 0.15% expense ratio, compared with 0.59% for WELP.DE.
WELP.DE tracks MSCI World/Energy NR USD, while QDVF.DE tracks S&P 500 Capped 35/20 Energy. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.59% for WELP.DE and 0.15% for QDVF.DE.
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