WELP.DE vs. ZPDE.DE
WELP.DE (HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF) and ZPDE.DE (SPDR S&P US Energy Select Sector UCITS ETF) are both Energy Equities funds - WELP.DE tracks the MSCI World/Energy NR USD while ZPDE.DE tracks the S&P Energy Select Sector. Both are passively managed. Over the past 3 years, WELP.DE returned 14.42%/yr vs 14.16%/yr for ZPDE.DE. Their correlation of 0.92 suggests significant overlap in exposure. WELP.DE charges 0.59%/yr vs 0.15%/yr for ZPDE.DE.
Performance
WELP.DE vs. ZPDE.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 ZPDE.DE slightly lower at 32.72%.
WELP.DE
- 1D
- -0.43%
- 1M
- -0.84%
- YTD
- 34.22%
- 6M
- 30.47%
- 1Y
- 42.64%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
ZPDE.DE
- 1D
- -0.53%
- 1M
- 4.44%
- YTD
- 32.72%
- 6M
- 28.42%
- 1Y
- 44.87%
- 3Y*
- 14.16%
- 5Y*
- 21.32%
- 10Y*
- 9.33%
WELP.DE vs. ZPDE.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% |
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 32.72% | -2.67% | 9.39% | -2.97% | -0.56% |
Correlation
The correlation between WELP.DE and ZPDE.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 | 0.92 |
The correlation between WELP.DE and ZPDE.DE has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
WELP.DE vs. ZPDE.DE — Risk / Return Rank
WELP.DE
ZPDE.DE
WELP.DE vs. ZPDE.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 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.
| WELP.DE | ZPDE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| 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 | 8.09 | +3.84 |
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 | ZPDE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 1.83 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.26 | +0.35 |
Drawdowns
WELP.DE vs. ZPDE.DE - Drawdown Comparison
The maximum WELP.DE drawdown since its inception was -23.55%, smaller than the maximum ZPDE.DE drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for WELP.DE and ZPDE.DE.
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Drawdown Indicators
| WELP.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.55% | -65.58% | +42.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -17.16% | +4.94% |
Max Drawdown (3Y)Largest decline over 3 years | -23.55% | -26.97% | +3.42% |
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 | -4.77% | -8.87% | +4.10% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -17.28% | +9.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 5.40% | -1.84% |
Volatility
WELP.DE vs. ZPDE.DE - Volatility Comparison
The current volatility for HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF (WELP.DE) is 6.37%, while SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) has a volatility of 7.53%. This indicates that WELP.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.
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Volatility by Period
| WELP.DE | ZPDE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 7.53% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.27% | 20.35% | -4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.25% | 23.96% | -4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.61% | 26.90% | -7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 28.89% | -9.28% |
WELP.DE vs. ZPDE.DE - Expense Ratio Comparison
WELP.DE has a 0.59% expense ratio, which is higher than ZPDE.DE's 0.15% expense ratio.
Dividends
WELP.DE vs. ZPDE.DE - Dividend Comparison
WELP.DE's dividend yield for the trailing twelve months is around 2.85%, while ZPDE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELP.DE HANetf HAN-GINS Indxx Healthcare Megatrend Equal Weight UCITS ETF | 2.85% | 3.78% | 3.64% | 0.79% |
ZPDE.DE SPDR S&P US Energy Select Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, WELP.DE and ZPDE.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, ZPDE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPDE.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 ZPDE.DE tracks S&P Energy Select Sector. They also come from different issuers: Amundi and State Street. Their fees differ too: 0.59% for WELP.DE and 0.15% for ZPDE.DE.
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