WELQ.DE vs. 18MK.DE
WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) and 18MK.DE (Amundi MSCI India UCITS ETF EUR) are both exchange-traded funds - WELQ.DE is a Utilities Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while 18MK.DE is a Asia Pacific Equities fund tracking the MSCI India. Both are passively managed. Over the past 3 years, WELQ.DE returned 11.14%/yr vs 1.67%/yr for 18MK.DE. At a 0.19 correlation, their price movements are largely independent. WELQ.DE charges 0.18%/yr vs 0.80%/yr for 18MK.DE.
Performance
WELQ.DE vs. 18MK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELQ.DE achieves a 6.91% return, which is significantly higher than 18MK.DE's -11.57% return.
WELQ.DE
- 1D
- -0.97%
- 1M
- -4.33%
- YTD
- 6.91%
- 6M
- 6.54%
- 1Y
- 16.98%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
18MK.DE
- 1D
- 0.68%
- 1M
- -3.98%
- YTD
- -11.57%
- 6M
- -13.20%
- 1Y
- -15.27%
- 3Y*
- 1.67%
- 5Y*
- 3.55%
- 10Y*
- 6.21%
WELQ.DE vs. 18MK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 6.91% | 18.60% | 9.91% | 1.75% | 9.13% |
18MK.DE Amundi MSCI India UCITS ETF EUR | -11.57% | -10.32% | 16.35% | 14.11% | -5.10% |
Correlation
The correlation between WELQ.DE and 18MK.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.19 |
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Return for Risk
WELQ.DE vs. 18MK.DE — Risk / Return Rank
WELQ.DE
18MK.DE
WELQ.DE vs. 18MK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) and Amundi MSCI India UCITS ETF EUR (18MK.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.
| WELQ.DE | 18MK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.21 | ||
| Sortino ratioReturn per unit of downside risk | +3.10 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.87 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | -0.72 | +3.09 |
| Martin ratioReturn relative to average drawdown | 6.63 | -1.54 | +8.17 |
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
| WELQ.DE | 18MK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | -0.89 | +2.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.25 | +0.73 |
Drawdowns
WELQ.DE vs. 18MK.DE - Drawdown Comparison
The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum 18MK.DE drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and 18MK.DE.
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Drawdown Indicators
| WELQ.DE | 18MK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.98% | -42.41% | +28.43% |
Max Drawdown (1Y)Largest decline over 1 year | -6.71% | -20.43% | +13.72% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -29.72% | +17.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.56% | — |
Current DrawdownCurrent decline from peak | -6.53% | -26.69% | +20.16% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -12.59% | +9.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 9.60% | -7.21% |
Volatility
WELQ.DE vs. 18MK.DE - Volatility Comparison
The current volatility for Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) is 4.07%, while Amundi MSCI India UCITS ETF EUR (18MK.DE) has a volatility of 5.23%. This indicates that WELQ.DE experiences smaller price fluctuations and is considered to be less risky than 18MK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELQ.DE | 18MK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 5.23% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 13.99% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 16.62% | -4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 16.58% | -3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.00% | 20.29% | -7.29% |
WELQ.DE vs. 18MK.DE - Expense Ratio Comparison
WELQ.DE has a 0.18% expense ratio, which is lower than 18MK.DE's 0.80% expense ratio.
Dividends
WELQ.DE vs. 18MK.DE - Dividend Comparison
WELQ.DE's dividend yield for the trailing twelve months is around 2.60%, while 18MK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
18MK.DE Amundi MSCI India UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% |
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.60% | 2.85% | 3.42% | 0.57% |
Frequently Asked Questions
WELQ.DE and 18MK.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELQ.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELQ.DE is cheaper with a 0.18% expense ratio, compared with 0.80% for 18MK.DE.
WELQ.DE is categorized as Utilities Equities, while 18MK.DE is Asia Pacific Equities. WELQ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while 18MK.DE tracks MSCI India. Their fees differ too: 0.18% for WELQ.DE and 0.80% for 18MK.DE.
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