WELS.DE vs. VAGF.DE
WELS.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Acc) and VAGF.DE (Vanguard Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - WELS.DE is a Health & Biotech Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while VAGF.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Float Adjusted and Scaled (EUR Hedged). Both are passively managed. Over the past 3 years, WELS.DE returned 2.22%/yr vs 2.04%/yr for VAGF.DE. At a 0.12 correlation, their price movements are largely independent. WELS.DE charges 0.18%/yr vs 0.10%/yr for VAGF.DE.
Performance
WELS.DE vs. VAGF.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 VAGF.DE's -0.68% return.
WELS.DE
- 1D
- 2.97%
- 1M
- 4.14%
- YTD
- -3.35%
- 6M
- -2.82%
- 1Y
- 6.93%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
VAGF.DE
- 1D
- 0.09%
- 1M
- -0.28%
- YTD
- -0.68%
- 6M
- -0.37%
- 1Y
- 1.16%
- 3Y*
- 2.04%
- 5Y*
- -1.66%
- 10Y*
- —
WELS.DE vs. VAGF.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% |
VAGF.DE Vanguard Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.68% | 3.23% | 0.82% | 4.53% | 1.04% |
Correlation
The correlation between WELS.DE and VAGF.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.12 |
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Return for Risk
WELS.DE vs. VAGF.DE — Risk / Return Rank
WELS.DE
VAGF.DE
WELS.DE vs. VAGF.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 Vanguard Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (VAGF.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 | VAGF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.06 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.38 | +0.17 |
| Martin ratioReturn relative to average drawdown | 1.30 | 1.06 | +0.24 |
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 | VAGF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.33 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | -0.17 | +0.39 |
Drawdowns
WELS.DE vs. VAGF.DE - Drawdown Comparison
The maximum WELS.DE drawdown since its inception was -23.13%, which is greater than VAGF.DE's maximum drawdown of -19.57%. Use the drawdown chart below to compare losses from any high point for WELS.DE and VAGF.DE.
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Drawdown Indicators
| WELS.DE | VAGF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -19.57% | -3.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -3.11% | -9.24% |
Max Drawdown (3Y)Largest decline over 3 years | -23.13% | -4.45% | -18.68% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.79% | — |
Current DrawdownCurrent decline from peak | -12.08% | -10.73% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -8.99% | +1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 1.13% | +4.21% |
Volatility
WELS.DE vs. VAGF.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 Vanguard Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (VAGF.DE) at 1.55%. This indicates that WELS.DE's price experiences larger fluctuations and is considered to be riskier than VAGF.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 | VAGF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 1.55% | +3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 2.98% | +7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 3.63% | +10.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 4.90% | +8.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.59% | 4.71% | +8.88% |
WELS.DE vs. VAGF.DE - Expense Ratio Comparison
WELS.DE has a 0.18% expense ratio, which is higher than VAGF.DE's 0.10% 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
WELS.DE vs. VAGF.DE - Dividend Comparison
Neither WELS.DE nor VAGF.DE has paid dividends to shareholders.
Frequently Asked Questions
WELS.DE and VAGF.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VAGF.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VAGF.DE is cheaper with a 0.10% expense ratio, compared with 0.18% for WELS.DE.
WELS.DE is categorized as Health & Biotech Equities, while VAGF.DE is Global Bonds. WELS.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while VAGF.DE tracks Bloomberg Global Aggregate Float Adjusted and Scaled (EUR Hedged). They also come from different issuers: Amundi and Vanguard. Their fees differ too: 0.18% for WELS.DE and 0.10% for VAGF.DE.
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