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WELQ.DE vs. SPY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

WELQ.DE vs. SPY

Last updated Apr 2, 2026

Compare and contrast key facts about Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) and State Street SPDR S&P 500 ETF (SPY).

WELQ.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELQ.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. It was launched on Sep 20, 2022. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both WELQ.DE and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

WELQ.DE vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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WELQ.DE vs. SPY - Yearly Performance Comparison

2026 (YTD)2025202420232022
WELQ.DE
Amundi S&P Global Utilities ESG UCITS ETF EUR Dist		11.69%18.60%9.91%1.75%9.13%
SPY
State Street SPDR S&P 500 ETF		-2.17%3.75%33.13%22.39%-2.66%
Different Trading Currencies

WELQ.DE is traded in EUR, while SPY is traded in USD. To make them comparable, the SPY values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, WELQ.DE achieves a 11.69% return, which is significantly higher than SPY's -2.85% return.

WELQ.DE

1D
1.05%
1M
-1.13%
YTD
11.69%
6M
15.97%
1Y
24.75%
3Y*
13.04%
5Y*
—
10Y*
—

SPY

1D
0.00%
1M
-3.95%
YTD
-2.85%
6M
-0.72%
1Y
9.46%
3Y*
15.68%
5Y*
12.10%
10Y*
13.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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Amundi S&P Global Utilities ESG UCITS ETF EUR Dist

State Street SPDR S&P 500 ETF

Often compared with WELQ.DE:
WELQ.DE vs. GLDWELQ.DE vs. LUTI.DEWELQ.DE vs. SC0Z.DEWELQ.DE vs. LUTL.DEWELQ.DE vs. SPYU.DEWELQ.DE vs. ZPDU.DEWELQ.DE vs. WELD.DE
Often compared with SPY:
SPY vs. QQQSPY vs. VOOSPY vs. BRK-BSPY vs. RSPSPY vs. VTISPY vs. SCHDSPY vs. GLD

WELQ.DE vs. SPY - Expense Ratio Comparison

WELQ.DE has a 0.18% expense ratio, which is higher than SPY's 0.09% 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%.

WELQ.DE
Amundi S&P Global Utilities ESG UCITS ETF EUR Dist
SPY
State Street SPDR S&P 500 ETF

Return for Risk

WELQ.DE vs. SPY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WELQ.DE
WELQ.DE Risk / Return Rank: 8282
Overall Rank
WELQ.DE Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
WELQ.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
WELQ.DE Omega Ratio Rank: 8181
Omega Ratio Rank
WELQ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
WELQ.DE Martin Ratio Rank: 8383
Martin Ratio Rank
SPY
SPY Risk / Return Rank: 5959
Overall Rank
SPY Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
SPY Sortino Ratio Rank: 5656
Sortino Ratio Rank
SPY Omega Ratio Rank: 6060
Omega Ratio Rank
SPY Calmar Ratio Rank: 5858
Calmar Ratio Rank
SPY Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WELQ.DE vs. SPY - 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 State Street SPDR S&P 500 ETF (SPY). 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.DESPYDifference

Sharpe ratio

Return per unit of total volatility

1.76

0.44

+1.32

Sortino ratio

Return per unit of downside risk

2.29

0.76

+1.53

Omega ratio

Gain probability vs. loss probability

1.33

1.12

+0.20

Calmar ratio

Return relative to maximum drawdown

2.52

0.70

+1.82

Martin ratio

Return relative to average drawdown

10.38

2.95

+7.43

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WELQ.DE vs. SPY - Sharpe Ratio Comparison

The current WELQ.DE Sharpe Ratio is 1.76, which is higher than the SPY Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of WELQ.DE and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

WELQ.DESPYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

0.44

+1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.72

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.75

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.14

0.55

+0.59

Correlation

The correlation between WELQ.DE and SPY is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

WELQ.DE vs. SPY - Dividend Comparison

WELQ.DE's dividend yield for the trailing twelve months is around 2.49%, more than SPY's 1.13% yield.

TTM20252024202320222021202020192018201720162015
WELQ.DE
Amundi S&P Global Utilities ESG UCITS ETF EUR Dist		2.49%2.85%3.42%0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPY
State Street SPDR S&P 500 ETF		1.13%1.07%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%

Drawdowns

WELQ.DE vs. SPY - Drawdown Comparison

The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum SPY drawdown of -51.02%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and SPY.

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Drawdown Indicators

WELQ.DESPYDifference

Max Drawdown

Largest peak-to-trough decline

-13.98%

-55.19%

+41.21%

Max Drawdown (1Y)

Largest decline over 1 year

-9.76%

-12.05%

+2.29%

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.50%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.72%

—

Current Drawdown

Current decline from peak

-2.24%

-5.53%

+3.29%

Average Drawdown

Average peak-to-trough decline

-3.12%

-9.09%

+5.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

2.54%

-0.17%

Volatility

WELQ.DE vs. SPY - Volatility Comparison

Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) has a higher volatility of 5.41% compared to State Street SPDR S&P 500 ETF (SPY) at 4.30%. This indicates that WELQ.DE's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WELQ.DESPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

4.30%

+1.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.83%

9.86%

-1.03%

Volatility (1Y)

Calculated over the trailing 1-year period

13.99%

21.43%

-7.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.91%

16.97%

-4.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.91%

18.50%

-5.59%