WELR.DE vs. LTCM.DE
WELR.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist) and LTCM.DE (Lyxor STOXX Europe 600 Telecommunications UCITS ETF Acc) are both Communications Equities funds from Amundi - WELR.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services while LTCM.DE tracks the STOXX® Europe 600 Telecommunications. Both are passively managed. Over the past 3 years, WELR.DE returned 21.51%/yr vs 21.21%/yr for LTCM.DE. At a 0.13 correlation, their price movements are largely independent. WELR.DE charges 0.18%/yr vs 0.30%/yr for LTCM.DE.
Performance
WELR.DE vs. LTCM.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELR.DE achieves a 3.18% return, which is significantly lower than LTCM.DE's 26.77% return.
WELR.DE
- 1D
- 0.97%
- 1M
- 0.72%
- YTD
- 3.18%
- 6M
- 1.21%
- 1Y
- 21.19%
- 3Y*
- 21.51%
- 5Y*
- —
- 10Y*
- —
LTCM.DE
- 1D
- -1.92%
- 1M
- 3.88%
- YTD
- 26.77%
- 6M
- 29.84%
- 1Y
- 24.16%
- 3Y*
- 21.21%
- 5Y*
- 10.43%
- 10Y*
- 4.00%
WELR.DE vs. LTCM.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% |
LTCM.DE Lyxor STOXX Europe 600 Telecommunications UCITS ETF Acc | 26.77% | 15.77% | 20.76% | 7.89% | -0.38% |
Correlation
The correlation between WELR.DE and LTCM.DE is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
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 | 0.13 |
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. LTCM.DE — Risk / Return Rank
WELR.DE
LTCM.DE
WELR.DE vs. LTCM.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 Acc (LTCM.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 | LTCM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.14 | -1.70 |
| Martin ratioReturn relative to average drawdown | 4.45 | 6.46 | -2.01 |
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 | LTCM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.57 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.80 | — |
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 | 0.22 | +1.10 |
Drawdowns
WELR.DE vs. LTCM.DE - Drawdown Comparison
The maximum WELR.DE drawdown since its inception was -25.22%, smaller than the maximum LTCM.DE drawdown of -47.69%. Use the drawdown chart below to compare losses from any high point for WELR.DE and LTCM.DE.
Loading charts...
Drawdown Indicators
| WELR.DE | LTCM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.22% | -47.69% | +22.47% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -7.67% | -7.03% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -9.60% | -15.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.91% | — |
Current DrawdownCurrent decline from peak | -2.48% | -2.38% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -21.45% | +17.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 3.48% | +1.27% |
Volatility
WELR.DE vs. LTCM.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 Acc (LTCM.DE) has a volatility of 6.12%. This indicates that WELR.DE experiences smaller price fluctuations and is considered to be less risky than LTCM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELR.DE | LTCM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 6.12% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 12.40% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 15.36% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 15.74% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 18.36% | -0.10% |
WELR.DE vs. LTCM.DE - Expense Ratio Comparison
WELR.DE has a 0.18% expense ratio, which is lower than LTCM.DE's 0.30% expense ratio.
Dividends
WELR.DE vs. LTCM.DE - Dividend Comparison
WELR.DE's dividend yield for the trailing twelve months is around 0.50%, while LTCM.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LTCM.DE Lyxor STOXX Europe 600 Telecommunications UCITS ETF 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 LTCM.DE have a correlation of 0.10, 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 LTCM.DE.
WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while LTCM.DE tracks STOXX® Europe 600 Telecommunications. Their fees differ too: 0.18% for WELR.DE and 0.30% for LTCM.DE.
Find the right allocation for WELR.DE and LTCM.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