WELR.DE vs. LSMC.DE
WELR.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) 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 LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELR.DE returned 21.51%/yr vs 62.06%/yr for LSMC.DE. A 0.55 correlation means they provide meaningful diversification when combined. WELR.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELR.DE vs. LSMC.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 LSMC.DE's 63.83% return.
WELR.DE
- 1D
- 0.97%
- 1M
- 0.72%
- YTD
- 3.18%
- 6M
- 1.21%
- 1Y
- 21.19%
- 3Y*
- 21.51%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 16.45%
- YTD
- 63.83%
- 6M
- 64.57%
- 1Y
- 130.64%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELR.DE vs. LSMC.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% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | 5.82% |
Correlation
The correlation between WELR.DE and LSMC.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.55 |
The correlation between WELR.DE and LSMC.DE has been stable across timeframes, ranging from 0.48 to 0.55 - a consistent structural relationship.
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Return for Risk
WELR.DE vs. LSMC.DE — Risk / Return Rank
WELR.DE
LSMC.DE
WELR.DE vs. LSMC.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 Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.59 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 10.37 | -8.93 |
| Martin ratioReturn relative to average drawdown | 4.45 | 32.83 | -28.38 |
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 | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 4.27 | -2.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 0.82 | +0.50 |
Drawdowns
WELR.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELR.DE drawdown since its inception was -25.22%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELR.DE and LSMC.DE.
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Drawdown Indicators
| WELR.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.22% | -39.77% | +14.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -12.53% | -2.17% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -36.22% | +11.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -2.48% | -3.34% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -9.37% | +5.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 3.96% | +0.79% |
Volatility
WELR.DE vs. LSMC.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 Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELR.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 11.23% | -7.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 22.18% | -11.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 30.40% | -14.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 31.21% | -12.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 26.06% | -7.80% |
WELR.DE vs. LSMC.DE - Expense Ratio Comparison
WELR.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELR.DE vs. LSMC.DE - Dividend Comparison
WELR.DE's dividend yield for the trailing twelve months is around 0.50%, while LSMC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 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 LSMC.DE have a correlation of 0.48, 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 0.45% for LSMC.DE.
WELR.DE is categorized as Communications Equities, while LSMC.DE is Semiconductors. WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELR.DE and 0.45% for LSMC.DE.
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