WELS.DE vs. QDVG.DE
Compare and contrast key facts about Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) and iShares S&P 500 Health Care Sector UCITS ETF (Acc) (QDVG.DE).
WELS.DE and QDVG.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELS.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. It was launched on Sep 20, 2022. QDVG.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Health Care. It was launched on Nov 20, 2015. Both WELS.DE and QDVG.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELS.DE or QDVG.DE.
Correlation
The correlation between WELS.DE and QDVG.DE is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WELS.DE vs. QDVG.DE - Performance Comparison
Key characteristics
WELS.DE:
0.64
QDVG.DE:
0.59
WELS.DE:
0.94
QDVG.DE:
0.89
WELS.DE:
1.12
QDVG.DE:
1.11
WELS.DE:
0.69
QDVG.DE:
0.86
WELS.DE:
1.72
QDVG.DE:
2.30
WELS.DE:
4.14%
QDVG.DE:
2.94%
WELS.DE:
11.13%
QDVG.DE:
11.44%
WELS.DE:
-10.38%
QDVG.DE:
-26.77%
WELS.DE:
-4.04%
QDVG.DE:
-1.69%
Returns By Period
The year-to-date returns for both investments are quite close, with WELS.DE having a 6.60% return and QDVG.DE slightly higher at 6.71%.
WELS.DE
6.60%
5.43%
-1.82%
5.95%
N/A
N/A
QDVG.DE
6.71%
4.48%
2.18%
6.04%
9.58%
N/A
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WELS.DE vs. QDVG.DE - Expense Ratio Comparison
WELS.DE has a 0.18% expense ratio, which is higher than QDVG.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%.
Risk-Adjusted Performance
WELS.DE vs. QDVG.DE — Risk-Adjusted Performance Rank
WELS.DE
QDVG.DE
WELS.DE vs. QDVG.DE - Risk-Adjusted Performance 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 S&P 500 Health Care Sector UCITS ETF (Acc) (QDVG.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.
Dividends
WELS.DE vs. QDVG.DE - Dividend Comparison
Neither WELS.DE nor QDVG.DE has paid dividends to shareholders.
Drawdowns
WELS.DE vs. QDVG.DE - Drawdown Comparison
The maximum WELS.DE drawdown since its inception was -10.38%, smaller than the maximum QDVG.DE drawdown of -26.77%. Use the drawdown chart below to compare losses from any high point for WELS.DE and QDVG.DE. For additional features, visit the drawdowns tool.
Volatility
WELS.DE vs. QDVG.DE - Volatility Comparison
Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) and iShares S&P 500 Health Care Sector UCITS ETF (Acc) (QDVG.DE) have volatilities of 3.38% and 3.22%, 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.