WELS.DE vs. 2B77.DE
WELS.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Acc) and 2B77.DE (iShares Ageing Population UCITS ETF) are both Health & Biotech Equities funds - WELS.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care while 2B77.DE tracks the iSTOXX® FactSet Ageing Population. Both are passively managed. Over the past 3 years, WELS.DE returned 2.22%/yr vs 10.94%/yr for 2B77.DE. A 0.55 correlation means they provide meaningful diversification when combined. WELS.DE charges 0.18%/yr vs 0.40%/yr for 2B77.DE.
Performance
WELS.DE vs. 2B77.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELS.DE achieves a -3.35% return, which is significantly lower than 2B77.DE's 2.83% return.
WELS.DE
- 1D
- 2.97%
- 1M
- 4.14%
- YTD
- -3.35%
- 6M
- -2.82%
- 1Y
- 6.93%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
WELS.DE vs. 2B77.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELS.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Acc | -3.35% | 1.05% | 7.20% | 2.33% | 4.02% |
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -0.56% |
Correlation
The correlation between WELS.DE and 2B77.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 (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 WELS.DE and 2B77.DE has been stable across timeframes, ranging from 0.55 to 0.61 - a consistent structural relationship.
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Return for Risk
WELS.DE vs. 2B77.DE — Risk / Return Rank
WELS.DE
2B77.DE
WELS.DE vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) and iShares Ageing Population UCITS ETF (2B77.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.
| WELS.DE | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.24 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 2.45 | -1.89 |
| Martin ratioReturn relative to average drawdown | 1.30 | 8.32 | -7.02 |
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
| WELS.DE | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.36 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.43 | -0.20 |
Drawdowns
WELS.DE vs. 2B77.DE - Drawdown Comparison
The maximum WELS.DE drawdown since its inception was -23.13%, smaller than the maximum 2B77.DE drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for WELS.DE and 2B77.DE.
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Drawdown Indicators
| WELS.DE | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -38.47% | +15.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -6.80% | -5.55% |
Max Drawdown (3Y)Largest decline over 3 years | -23.13% | -20.07% | -3.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.07% | — |
Current DrawdownCurrent decline from peak | -12.08% | -1.60% | -10.48% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -5.47% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 2.01% | +3.33% |
Volatility
WELS.DE vs. 2B77.DE - Volatility Comparison
Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) has a higher volatility of 5.27% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.36%. This indicates that WELS.DE's price experiences larger fluctuations and is considered to be riskier than 2B77.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELS.DE | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 3.36% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 9.17% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 12.28% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 15.09% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.59% | 16.52% | -2.93% |
WELS.DE vs. 2B77.DE - Expense Ratio Comparison
WELS.DE has a 0.18% expense ratio, which is lower than 2B77.DE's 0.40% expense ratio.
Dividends
WELS.DE vs. 2B77.DE - Dividend Comparison
Neither WELS.DE nor 2B77.DE has paid dividends to shareholders.
Frequently Asked Questions
WELS.DE and 2B77.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, WELS.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELS.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for 2B77.DE.
WELS.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while 2B77.DE tracks iSTOXX® FactSet Ageing Population. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELS.DE and 0.40% for 2B77.DE.
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