WELR.DE vs. 18MK.DE
WELR.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist) and 18MK.DE (Amundi MSCI India UCITS ETF EUR) are both exchange-traded funds - WELR.DE is a Communications Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while 18MK.DE is a Asia Pacific Equities fund tracking the MSCI India. Both are passively managed. Over the past 3 years, WELR.DE returned 21.51%/yr vs 1.67%/yr for 18MK.DE. At a 0.29 correlation, their price movements are largely independent. WELR.DE charges 0.18%/yr vs 0.80%/yr for 18MK.DE.
Performance
WELR.DE vs. 18MK.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELR.DE achieves a 3.18% return, which is significantly higher than 18MK.DE's -11.57% return.
WELR.DE
- 1D
- 0.97%
- 1M
- 0.72%
- YTD
- 3.18%
- 6M
- 1.21%
- 1Y
- 21.19%
- 3Y*
- 21.51%
- 5Y*
- —
- 10Y*
- —
18MK.DE
- 1D
- 0.68%
- 1M
- -2.82%
- YTD
- -11.57%
- 6M
- -12.43%
- 1Y
- -14.84%
- 3Y*
- 1.67%
- 5Y*
- 3.55%
- 10Y*
- 6.21%
WELR.DE vs. 18MK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELR.DE Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist | 3.18% | 15.85% | 35.02% | 46.75% | -6.91% |
18MK.DE Amundi MSCI India UCITS ETF EUR | -11.57% | -10.32% | 16.35% | 14.11% | -5.10% |
Correlation
The correlation between WELR.DE and 18MK.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.29 |
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
WELR.DE vs. 18MK.DE — Risk / Return Rank
WELR.DE
18MK.DE
WELR.DE vs. 18MK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) and Amundi MSCI India UCITS ETF EUR (18MK.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.
| WELR.DE | 18MK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.24 | ||
| Sortino ratioReturn per unit of downside risk | +3.19 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.87 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | -0.72 | +2.16 |
| Martin ratioReturn relative to average drawdown | 4.45 | -1.54 | +5.99 |
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
| WELR.DE | 18MK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | -0.89 | +2.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.25 | +1.07 |
Drawdowns
WELR.DE vs. 18MK.DE - Drawdown Comparison
The maximum WELR.DE drawdown since its inception was -25.22%, smaller than the maximum 18MK.DE drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for WELR.DE and 18MK.DE.
Loading charts...
Drawdown Indicators
| WELR.DE | 18MK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.22% | -42.41% | +17.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -20.43% | +5.73% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -29.72% | +4.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.56% | — |
Current DrawdownCurrent decline from peak | -2.48% | -26.69% | +24.21% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -12.59% | +8.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 9.60% | -4.85% |
Volatility
WELR.DE vs. 18MK.DE - Volatility Comparison
The current volatility for Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) is 4.20%, while Amundi MSCI India UCITS ETF EUR (18MK.DE) has a volatility of 5.23%. This indicates that WELR.DE experiences smaller price fluctuations and is considered to be less risky than 18MK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELR.DE | 18MK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 5.23% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 13.99% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 16.62% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 16.58% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 20.29% | -2.03% |
WELR.DE vs. 18MK.DE - Expense Ratio Comparison
WELR.DE has a 0.18% expense ratio, which is lower than 18MK.DE's 0.80% expense ratio.
Dividends
WELR.DE vs. 18MK.DE - Dividend Comparison
WELR.DE's dividend yield for the trailing twelve months is around 0.50%, while 18MK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
18MK.DE Amundi MSCI India UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% |
WELR.DE Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist | 0.50% | 0.49% | 0.44% | 0.34% |
Frequently Asked Questions
WELR.DE and 18MK.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELR.DE is cheaper with a 0.18% expense ratio, compared with 0.80% for 18MK.DE.
WELR.DE is categorized as Communications Equities, while 18MK.DE is Asia Pacific Equities. WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while 18MK.DE tracks MSCI India. Their fees differ too: 0.18% for WELR.DE and 0.80% for 18MK.DE.
Find the right allocation for WELR.DE and 18MK.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