WELQ.DE vs. LSMC.DE
WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - WELQ.DE is a Utilities Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELQ.DE returned 11.14%/yr vs 62.06%/yr for LSMC.DE. At a 0.04 correlation, their price movements are largely independent. WELQ.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELQ.DE vs. LSMC.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELQ.DE achieves a 6.91% return, which is significantly lower than LSMC.DE's 63.83% return.
WELQ.DE
- 1D
- -0.97%
- 1M
- -4.33%
- YTD
- 6.91%
- 6M
- 6.54%
- 1Y
- 16.98%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 12.86%
- YTD
- 63.83%
- 6M
- 63.41%
- 1Y
- 126.99%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELQ.DE vs. LSMC.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% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | 5.82% |
Correlation
The correlation between WELQ.DE and LSMC.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.04 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELQ.DE vs. LSMC.DE — Risk / Return Rank
WELQ.DE
LSMC.DE
WELQ.DE vs. LSMC.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 Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.59 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 10.37 | -8.00 |
| Martin ratioReturn relative to average drawdown | 6.63 | 32.83 | -26.20 |
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 charts...
Sharpe Ratios by Period
| WELQ.DE | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 4.27 | -2.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.82 | +0.15 |
Drawdowns
WELQ.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and LSMC.DE.
Loading charts...
Drawdown Indicators
| WELQ.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.98% | -39.77% | +25.79% |
Max Drawdown (1Y)Largest decline over 1 year | -6.71% | -12.53% | +5.82% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -36.22% | +23.70% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -6.53% | -3.34% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -9.37% | +6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 3.96% | -1.57% |
Volatility
WELQ.DE vs. LSMC.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 Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELQ.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELQ.DE | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 11.23% | -7.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 22.18% | -12.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 30.40% | -18.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 31.21% | -18.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.00% | 26.06% | -13.06% |
WELQ.DE vs. LSMC.DE - Expense Ratio Comparison
WELQ.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELQ.DE vs. LSMC.DE - Dividend Comparison
WELQ.DE's dividend yield for the trailing twelve months is around 2.60%, while LSMC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 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 LSMC.DE have a correlation of 0.11, 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 0.45% for LSMC.DE.
WELQ.DE is categorized as Utilities Equities, while LSMC.DE is Semiconductors. WELQ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELQ.DE and 0.45% for LSMC.DE.
Find the right allocation for WELQ.DE and LSMC.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer