WELR.DE vs. DXSG.DE
WELR.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist) and DXSG.DE (Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C) are both Communications Equities funds - WELR.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services while DXSG.DE tracks the MSCI Europe Communication Services ESG Screened 20-35. Both are passively managed. Over the past 3 years, WELR.DE returned 21.51%/yr vs 9.90%/yr for DXSG.DE. At a 0.30 correlation, their price movements are largely independent. WELR.DE charges 0.18%/yr vs 0.17%/yr for DXSG.DE.
Performance
WELR.DE vs. DXSG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELR.DE achieves a 3.18% return, which is significantly lower than DXSG.DE's 5.28% return.
WELR.DE
- 1D
- 0.97%
- 1M
- 0.72%
- YTD
- 3.18%
- 6M
- 1.21%
- 1Y
- 21.19%
- 3Y*
- 21.51%
- 5Y*
- —
- 10Y*
- —
DXSG.DE
- 1D
- -0.08%
- 1M
- 3.09%
- YTD
- 5.28%
- 6M
- 7.13%
- 1Y
- -8.38%
- 3Y*
- 9.90%
- 5Y*
- 5.78%
- 10Y*
- 1.87%
WELR.DE vs. DXSG.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% |
DXSG.DE Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C | 5.28% | 4.40% | 16.70% | 16.80% | 2.90% |
Correlation
The correlation between WELR.DE and DXSG.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.30 |
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Return for Risk
WELR.DE vs. DXSG.DE — Risk / Return Rank
WELR.DE
DXSG.DE
WELR.DE vs. DXSG.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 Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C (DXSG.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 | DXSG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.92 | ||
| Sortino ratioReturn per unit of downside risk | +2.67 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.92 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | -0.48 | +1.92 |
| Martin ratioReturn relative to average drawdown | 4.45 | -0.91 | +5.36 |
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
| WELR.DE | DXSG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | -0.57 | +1.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.42 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.17 | +1.15 |
Drawdowns
WELR.DE vs. DXSG.DE - Drawdown Comparison
The maximum WELR.DE drawdown since its inception was -25.22%, smaller than the maximum DXSG.DE drawdown of -47.38%. Use the drawdown chart below to compare losses from any high point for WELR.DE and DXSG.DE.
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Drawdown Indicators
| WELR.DE | DXSG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.22% | -47.38% | +22.16% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -17.28% | +2.58% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -17.28% | -7.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.33% | — |
Current DrawdownCurrent decline from peak | -2.48% | -9.16% | +6.68% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -19.89% | +15.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 8.89% | -4.14% |
Volatility
WELR.DE vs. DXSG.DE - Volatility Comparison
The current volatility for Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) is 4.20%, while Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C (DXSG.DE) has a volatility of 5.43%. This indicates that WELR.DE experiences smaller price fluctuations and is considered to be less risky than DXSG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELR.DE | DXSG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 5.43% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 12.35% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 14.82% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 13.73% | +4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 15.88% | +2.38% |
WELR.DE vs. DXSG.DE - Expense Ratio Comparison
WELR.DE has a 0.18% expense ratio, which is higher than DXSG.DE's 0.17% 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%.
Dividends
WELR.DE vs. DXSG.DE - Dividend Comparison
WELR.DE's dividend yield for the trailing twelve months is around 0.50%, while DXSG.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DXSG.DE Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C | 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 DXSG.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DXSG.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DXSG.DE is cheaper with a 0.17% expense ratio, compared with 0.18% for WELR.DE.
WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while DXSG.DE tracks MSCI Europe Communication Services ESG Screened 20-35. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELR.DE and 0.17% for DXSG.DE.
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