WELQ.DE vs. 2B7A.DE
WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) and 2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) are both Utilities Equities funds - WELQ.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities while 2B7A.DE tracks the S&P 500 Capped 35/20 Utilities. Both are passively managed. Over the past 3 years, WELQ.DE returned 11.14%/yr vs 9.59%/yr for 2B7A.DE. Their correlation of 0.81 suggests significant overlap in exposure. WELQ.DE charges 0.18%/yr vs 0.15%/yr for 2B7A.DE.
Performance
WELQ.DE vs. 2B7A.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 2B7A.DE's 3.01% return.
WELQ.DE
- 1D
- -0.97%
- 1M
- -4.33%
- YTD
- 6.91%
- 6M
- 6.54%
- 1Y
- 16.98%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
2B7A.DE
- 1D
- -2.24%
- 1M
- -4.22%
- YTD
- 3.01%
- 6M
- 1.01%
- 1Y
- 8.20%
- 3Y*
- 9.59%
- 5Y*
- 9.44%
- 10Y*
- —
WELQ.DE vs. 2B7A.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% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 3.01% | 2.79% | 29.83% | -11.29% | 2.22% |
Correlation
The correlation between WELQ.DE and 2B7A.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.81 |
The correlation between WELQ.DE and 2B7A.DE has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
WELQ.DE vs. 2B7A.DE — Risk / Return Rank
WELQ.DE
2B7A.DE
WELQ.DE vs. 2B7A.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 iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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 | 2B7A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.08 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.72 | +1.64 |
| Martin ratioReturn relative to average drawdown | 6.63 | 1.49 | +5.14 |
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 | 2B7A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.45 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.43 | +0.54 |
Drawdowns
WELQ.DE vs. 2B7A.DE - Drawdown Comparison
The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum 2B7A.DE drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and 2B7A.DE.
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Drawdown Indicators
| WELQ.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.98% | -35.70% | +21.72% |
Max Drawdown (1Y)Largest decline over 1 year | -6.71% | -9.22% | +2.51% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -16.84% | +4.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.81% | — |
Current DrawdownCurrent decline from peak | -6.53% | -8.77% | +2.24% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -10.03% | +6.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 4.48% | -2.09% |
Volatility
WELQ.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) is 4.07%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 5.01%. This indicates that WELQ.DE experiences smaller price fluctuations and is considered to be less risky than 2B7A.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 | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 5.01% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 12.01% | -2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 14.74% | -2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 17.01% | -4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.00% | 19.65% | -6.65% |
WELQ.DE vs. 2B7A.DE - Expense Ratio Comparison
WELQ.DE has a 0.18% expense ratio, which is higher than 2B7A.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%.
Dividends
WELQ.DE vs. 2B7A.DE - Dividend Comparison
WELQ.DE's dividend yield for the trailing twelve months is around 2.60%, while 2B7A.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 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 2B7A.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7A.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELQ.DE.
WELQ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while 2B7A.DE tracks S&P 500 Capped 35/20 Utilities. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELQ.DE and 0.15% for 2B7A.DE.
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