WELQ.DE vs. XDWU.DE
WELQ.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Dist) and XDWU.DE (Xtrackers MSCI World Utilities UCITS ETF 1C) are both Utilities Equities funds - WELQ.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities while XDWU.DE tracks the MSCI World/Utilities NR USD. Both are passively managed. Over the past 3 years, WELQ.DE returned 11.14%/yr vs 11.70%/yr for XDWU.DE. Their correlation of 0.92 suggests significant overlap in exposure. WELQ.DE charges 0.18%/yr vs 0.25%/yr for XDWU.DE.
Performance
WELQ.DE vs. XDWU.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 XDWU.DE's 5.92% return.
WELQ.DE
- 1D
- -0.97%
- 1M
- -4.33%
- YTD
- 6.91%
- 6M
- 6.54%
- 1Y
- 16.98%
- 3Y*
- 11.14%
- 5Y*
- —
- 10Y*
- —
XDWU.DE
- 1D
- -1.48%
- 1M
- -3.92%
- YTD
- 5.92%
- 6M
- 5.19%
- 1Y
- 13.84%
- 3Y*
- 11.70%
- 5Y*
- 9.86%
- 10Y*
- 8.32%
WELQ.DE vs. XDWU.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% |
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 5.92% | 11.38% | 19.82% | -3.19% | 4.90% |
Correlation
The correlation between WELQ.DE and XDWU.DE is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.92 |
The correlation between WELQ.DE and XDWU.DE has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.
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Return for Risk
WELQ.DE vs. XDWU.DE — Risk / Return Rank
WELQ.DE
XDWU.DE
WELQ.DE vs. XDWU.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 Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.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 | XDWU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.77 | +0.60 |
| Martin ratioReturn relative to average drawdown | 6.63 | 4.77 | +1.86 |
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 | XDWU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.07 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.55 | +0.42 |
Drawdowns
WELQ.DE vs. XDWU.DE - Drawdown Comparison
The maximum WELQ.DE drawdown since its inception was -13.98%, smaller than the maximum XDWU.DE drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for WELQ.DE and XDWU.DE.
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Drawdown Indicators
| WELQ.DE | XDWU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.98% | -33.61% | +19.63% |
Max Drawdown (1Y)Largest decline over 1 year | -6.71% | -7.30% | +0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -12.68% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -6.53% | -7.22% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -6.99% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.71% | -0.32% |
Volatility
WELQ.DE vs. XDWU.DE - Volatility Comparison
Amundi S&P Global Utilities ESG UCITS ETF EUR Dist (WELQ.DE) and Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) have volatilities of 4.07% and 4.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELQ.DE | XDWU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 4.08% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 10.09% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 12.09% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 14.12% | -1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.00% | 15.16% | -2.16% |
WELQ.DE vs. XDWU.DE - Expense Ratio Comparison
WELQ.DE has a 0.18% expense ratio, which is lower than XDWU.DE's 0.25% expense ratio. Despite the difference, 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. XDWU.DE - Dividend Comparison
WELQ.DE's dividend yield for the trailing twelve months is around 2.60%, while XDWU.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELQ.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Dist | 2.60% | 2.85% | 3.42% | 0.57% |
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, WELQ.DE and XDWU.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.25% for XDWU.DE.
WELQ.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities, while XDWU.DE tracks MSCI World/Utilities NR USD. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELQ.DE and 0.25% for XDWU.DE.
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