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WELR.DE vs. INDB.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WELR.DE vs. INDB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) and Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist (INDB.DE). The values are adjusted to include any dividend payments, if applicable.

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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 INDB.DE's 26.69% return.


WELR.DE

1D
0.97%
1M
0.72%
YTD
3.18%
6M
1.21%
1Y
21.19%
3Y*
21.51%
5Y*
10Y*

INDB.DE

1D
-1.85%
1M
3.62%
YTD
26.69%
6M
24.87%
1Y
19.59%
3Y*
19.33%
5Y*
9.34%
10Y*
2.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELR.DE vs. INDB.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
WELR.DE
Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist
3.18%15.85%35.02%46.75%-6.91%
INDB.DE
Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist
26.69%11.71%20.74%6.80%-0.14%

Correlation

The correlation between WELR.DE and INDB.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2022

0.14

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Return for Risk

WELR.DE vs. INDB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELR.DE
WELR.DE Risk / Return Rank: 3535
Overall Rank
WELR.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
WELR.DE Sortino Ratio Rank: 3939
Sortino Ratio Rank
WELR.DE Omega Ratio Rank: 3636
Omega Ratio Rank
WELR.DE Calmar Ratio Rank: 3030
Calmar Ratio Rank
WELR.DE Martin Ratio Rank: 3131
Martin Ratio Rank

INDB.DE
INDB.DE Risk / Return Rank: 3434
Overall Rank
INDB.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
INDB.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
INDB.DE Omega Ratio Rank: 3333
Omega Ratio Rank
INDB.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
INDB.DE Martin Ratio Rank: 3131
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.

WELR.DE vs. INDB.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 Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist (INDB.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.DEINDB.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.12

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.23

1.22

+0.02

Calmar ratioReturn relative to maximum drawdown

1.44

1.85

-0.42

Martin ratioReturn relative to average drawdown

4.45

4.41

+0.04

WELR.DE vs. INDB.DE - Sharpe Ratio Comparison

The current WELR.DE Sharpe Ratio is 1.35, which is comparable to the INDB.DE Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of WELR.DE and INDB.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WELR.DEINDB.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.23

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

1.32

0.45

+0.87

Drawdowns

WELR.DE vs. INDB.DE - Drawdown Comparison

The maximum WELR.DE drawdown since its inception was -25.22%, smaller than the maximum INDB.DE drawdown of -52.57%. Use the drawdown chart below to compare losses from any high point for WELR.DE and INDB.DE.


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Drawdown Indicators


WELR.DEINDB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.22%

-52.57%

+27.35%

Max Drawdown (1Y)

Largest decline over 1 year

-14.70%

-10.53%

-4.17%

Max Drawdown (3Y)

Largest decline over 3 years

-25.22%

-10.53%

-14.69%

Max Drawdown (5Y)

Largest decline over 5 years

-21.04%

Max Drawdown (10Y)

Largest decline over 10 years

-43.43%

Current Drawdown

Current decline from peak

-2.48%

-2.34%

-0.14%

Average Drawdown

Average peak-to-trough decline

-4.28%

-21.63%

+17.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.75%

4.11%

+0.64%

Volatility

WELR.DE vs. INDB.DE - Volatility Comparison

The current volatility for Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) is 4.20%, while Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist (INDB.DE) has a volatility of 6.10%. This indicates that WELR.DE experiences smaller price fluctuations and is considered to be less risky than INDB.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.DEINDB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

6.10%

-1.90%

Volatility (6M)

Calculated over the trailing 6-month period

10.86%

13.02%

-2.16%

Volatility (1Y)

Calculated over the trailing 1-year period

15.63%

15.93%

-0.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.26%

17.19%

+1.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.26%

20.83%

-2.57%

WELR.DE vs. INDB.DE - Expense Ratio Comparison

WELR.DE has a 0.18% expense ratio, which is lower than INDB.DE's 0.30% expense ratio.


Dividends

WELR.DE vs. INDB.DE - Dividend Comparison

WELR.DE's dividend yield for the trailing twelve months is around 0.50%, while INDB.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020
INDB.DE
Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist
0.00%0.00%5.15%2.83%5.21%4.07%0.60%
WELR.DE
Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist
0.50%0.49%0.44%0.34%0.00%0.00%0.00%

Frequently Asked Questions


WELR.DE and INDB.DE have a correlation of 0.11, 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 0.30% for INDB.DE.

WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while INDB.DE tracks STOXX® Europe 600 Telecommunications. Their fees differ too: 0.18% for WELR.DE and 0.30% for INDB.DE.

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