WELR.DE vs. IU5C.DE
WELR.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist) and IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) are both Communications Equities funds - WELR.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services while IU5C.DE tracks the S&P 500 Capped 35/20 Communication Services. Both are passively managed. Over the past 3 years, WELR.DE returned 21.51%/yr vs 23.65%/yr for IU5C.DE. Their correlation of 0.92 suggests significant overlap in exposure. WELR.DE charges 0.18%/yr vs 0.15%/yr for IU5C.DE.
Performance
WELR.DE vs. IU5C.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with WELR.DE having a 3.18% return and IU5C.DE slightly lower at 3.08%.
WELR.DE
- 1D
- 0.97%
- 1M
- 0.72%
- YTD
- 3.18%
- 6M
- 1.21%
- 1Y
- 21.19%
- 3Y*
- 21.51%
- 5Y*
- —
- 10Y*
- —
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
WELR.DE vs. IU5C.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% |
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -9.77% |
Correlation
The correlation between WELR.DE and IU5C.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
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 WELR.DE and IU5C.DE has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
WELR.DE vs. IU5C.DE — Risk / Return Rank
WELR.DE
IU5C.DE
WELR.DE vs. IU5C.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 iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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 | IU5C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.32 | -0.88 |
| Martin ratioReturn relative to average drawdown | 4.45 | 7.89 | -3.44 |
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 | IU5C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.35 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.73 | +0.59 |
Drawdowns
WELR.DE vs. IU5C.DE - Drawdown Comparison
The maximum WELR.DE drawdown since its inception was -25.22%, smaller than the maximum IU5C.DE drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for WELR.DE and IU5C.DE.
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Drawdown Indicators
| WELR.DE | IU5C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.22% | -39.23% | +14.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -8.06% | -6.64% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -23.61% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.23% | — |
Current DrawdownCurrent decline from peak | -2.48% | -4.21% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -8.63% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 2.37% | +2.38% |
Volatility
WELR.DE vs. IU5C.DE - Volatility Comparison
Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) and iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) have volatilities of 4.20% and 4.12%, 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
| WELR.DE | IU5C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.12% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 9.51% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 13.87% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 19.30% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 19.91% | -1.65% |
WELR.DE vs. IU5C.DE - Expense Ratio Comparison
WELR.DE has a 0.18% expense ratio, which is higher than IU5C.DE's 0.15% 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. IU5C.DE - Dividend Comparison
WELR.DE's dividend yield for the trailing twelve months is around 0.50%, while IU5C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 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 IU5C.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IU5C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELR.DE.
WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while IU5C.DE tracks S&P 500 Capped 35/20 Communication Services. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELR.DE and 0.15% for IU5C.DE.
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