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

Performance

WELR.DE vs. WEBN.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 Amundi Prime All Country World UCITS ETF Acc EUR (WEBN.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 WEBN.DE's 12.37% return.


WELR.DE

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

WEBN.DE

1D
-0.24%
1M
3.63%
YTD
12.37%
6M
12.73%
1Y
26.67%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


Correlation

The correlation between WELR.DE and WEBN.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.61

Correlation (All Time)
Calculated using the full available price history since Jun 27, 2024

0.69

The correlation between WELR.DE and WEBN.DE has been stable across timeframes, ranging from 0.61 to 0.69 - a consistent structural relationship.

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Return for Risk

WELR.DE vs. WEBN.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

WEBN.DE
WEBN.DE Risk / Return Rank: 7575
Overall Rank
WEBN.DE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
WEBN.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
WEBN.DE Omega Ratio Rank: 7070
Omega Ratio Rank
WEBN.DE Calmar Ratio Rank: 7979
Calmar Ratio Rank
WEBN.DE Martin Ratio Rank: 8383
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. WEBN.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 Prime All Country World UCITS ETF Acc EUR (WEBN.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.DEWEBN.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.92

Sortino ratioReturn per unit of downside risk

-1.22

Omega ratioGain probability vs. loss probability

1.23

1.41

-0.18

Calmar ratioReturn relative to maximum drawdown

1.44

4.03

-2.60

Martin ratioReturn relative to average drawdown

4.45

16.67

-12.22

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

The current WELR.DE Sharpe Ratio is 1.35, which is lower than the WEBN.DE Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of WELR.DE and WEBN.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.DEWEBN.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

2.28

-0.92

Sharpe Ratio (All Time)

Calculated using the full available price history

1.32

1.08

+0.24

Drawdowns

WELR.DE vs. WEBN.DE - Drawdown Comparison

The maximum WELR.DE drawdown since its inception was -25.22%, which is greater than WEBN.DE's maximum drawdown of -21.22%. Use the drawdown chart below to compare losses from any high point for WELR.DE and WEBN.DE.


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Drawdown Indicators


WELR.DEWEBN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.22%

-21.22%

-4.00%

Max Drawdown (1Y)

Largest decline over 1 year

-14.70%

-6.63%

-8.07%

Max Drawdown (3Y)

Largest decline over 3 years

-25.22%

Current Drawdown

Current decline from peak

-2.48%

-0.65%

-1.83%

Average Drawdown

Average peak-to-trough decline

-4.28%

-3.11%

-1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.75%

1.61%

+3.14%

Volatility

WELR.DE vs. WEBN.DE - Volatility Comparison

Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) has a higher volatility of 4.20% compared to Amundi Prime All Country World UCITS ETF Acc EUR (WEBN.DE) at 3.05%. This indicates that WELR.DE's price experiences larger fluctuations and is considered to be riskier than WEBN.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.DEWEBN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

3.05%

+1.15%

Volatility (6M)

Calculated over the trailing 6-month period

10.86%

8.43%

+2.43%

Volatility (1Y)

Calculated over the trailing 1-year period

15.63%

11.74%

+3.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.26%

14.90%

+3.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.26%

14.90%

+3.36%

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

WELR.DE has a 0.18% expense ratio, which is higher than WEBN.DE's 0.07% 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. WEBN.DE - Dividend Comparison

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


PositionTTM202520242023
WEBN.DE
Amundi Prime All Country World UCITS ETF Acc EUR
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 WEBN.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WEBN.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WEBN.DE is cheaper with a 0.07% expense ratio, compared with 0.18% for WELR.DE.

WELR.DE is categorized as Communications Equities, while WEBN.DE is Global Equities. WELR.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while WEBN.DE tracks Solactive GBS Global Markets Large & Mid Cap Index. Their fees differ too: 0.18% for WELR.DE and 0.07% for WEBN.DE.

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