WELQ.DE vs. SPYU.DE
Compare and contrast key facts about Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) and SPDR MSCI Europe Utilities UCITS ETF (SPYU.DE).
WELQ.DE and SPYU.DE 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. SPYU.DE is a passively managed fund by State Street that tracks the performance of the MSCI Europe Utilities 20/35 Capped. It was launched on Dec 5, 2014. Both WELQ.DE and SPYU.DE 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. SPYU.DE - Performance Comparison
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WELQ.DE vs. SPYU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 11.69% | 18.60% | 9.91% | 1.75% | 9.13% |
SPYU.DE SPDR MSCI Europe Utilities UCITS ETF | 16.09% | 34.39% | 0.99% | 13.57% | 15.16% |
Returns By Period
In the year-to-date period, WELQ.DE achieves a 11.69% return, which is significantly lower than SPYU.DE's 16.09% return.
WELQ.DE
- 1D
- 1.05%
- 1M
- -1.13%
- YTD
- 11.69%
- 6M
- 15.97%
- 1Y
- 24.75%
- 3Y*
- 13.04%
- 5Y*
- —
- 10Y*
- —
SPYU.DE
- 1D
- 2.04%
- 1M
- -0.80%
- YTD
- 16.09%
- 6M
- 26.88%
- 1Y
- 39.69%
- 3Y*
- 18.31%
- 5Y*
- 12.35%
- 10Y*
- 11.44%
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WELQ.DE vs. SPYU.DE - Expense Ratio Comparison
Both WELQ.DE and SPYU.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
WELQ.DE vs. SPYU.DE — Risk / Return Rank
WELQ.DE
SPYU.DE
WELQ.DE vs. SPYU.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 SPDR MSCI Europe Utilities UCITS ETF (SPYU.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 | SPYU.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 2.39 | -0.63 |
Sortino ratioReturn per unit of downside risk | 2.29 | 2.93 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.45 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 3.81 | -1.29 |
Martin ratioReturn relative to average drawdown | 10.38 | 15.04 | -4.66 |
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 | SPYU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 2.39 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.59 | +0.54 |
Correlation
The correlation between WELQ.DE and SPYU.DE is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WELQ.DE vs. SPYU.DE - Dividend Comparison
WELQ.DE's dividend yield for the trailing twelve months is around 2.49%, while SPYU.DE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.49% | 2.85% | 3.42% | 0.57% |
SPYU.DE SPDR MSCI Europe Utilities UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WELQ.DE vs. SPYU.DE - Drawdown Comparison
The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum SPYU.DE drawdown of -32.98%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and SPYU.DE.
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Drawdown Indicators
| WELQ.DE | SPYU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.98% | -32.98% | +19.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -10.25% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.98% | — |
Current DrawdownCurrent decline from peak | -2.24% | -1.46% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -3.12% | -5.67% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.60% | -0.23% |
Volatility
WELQ.DE vs. SPYU.DE - Volatility Comparison
The current volatility for Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) is 5.41%, while SPDR MSCI Europe Utilities UCITS ETF (SPYU.DE) has a volatility of 7.11%. This indicates that WELQ.DE experiences smaller price fluctuations and is considered to be less risky than SPYU.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 | SPYU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 7.11% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 11.07% | -2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.99% | 16.54% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.91% | 15.84% | -2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.91% | 16.98% | -4.07% |