WELS.DE vs. WELD.DE
WELS.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Acc) and WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR 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 WELD.DE is a Utilities Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. Both are passively managed. Over the past 3 years, WELS.DE returned 2.22%/yr vs 11.09%/yr for WELD.DE. At a 0.34 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.
Performance
WELS.DE vs. WELD.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 WELD.DE's 6.78% return.
WELS.DE
- 1D
- 2.97%
- 1M
- 3.85%
- YTD
- -3.35%
- 6M
- -2.89%
- 1Y
- 7.18%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
WELD.DE
- 1D
- -1.00%
- 1M
- -4.45%
- YTD
- 6.78%
- 6M
- 6.19%
- 1Y
- 16.82%
- 3Y*
- 11.09%
- 5Y*
- —
- 10Y*
- —
WELS.DE vs. WELD.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% |
WELD.DE Amundi S&P Global Utilities ESG UCITS ETF EUR Acc | 6.78% | 18.60% | 10.09% | 1.57% | 9.15% |
Correlation
The correlation between WELS.DE and WELD.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.34 |
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Return for Risk
WELS.DE vs. WELD.DE — Risk / Return Rank
WELS.DE
WELD.DE
WELS.DE vs. WELD.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 Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.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 | WELD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 2.35 | -1.79 |
| Martin ratioReturn relative to average drawdown | 1.30 | 6.47 | -5.18 |
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 | WELD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.27 | -0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.94 | -0.72 |
Drawdowns
WELS.DE vs. WELD.DE - Drawdown Comparison
The maximum WELS.DE drawdown since its inception was -23.13%, which is greater than WELD.DE's maximum drawdown of -14.07%. Use the drawdown chart below to compare losses from any high point for WELS.DE and WELD.DE.
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Drawdown Indicators
| WELS.DE | WELD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -14.07% | -9.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -6.68% | -5.67% |
Max Drawdown (3Y)Largest decline over 3 years | -23.13% | -12.61% | -10.52% |
Current DrawdownCurrent decline from peak | -12.08% | -6.55% | -5.53% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -3.20% | -4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 2.43% | +2.91% |
Volatility
WELS.DE vs. WELD.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 Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE) at 4.02%. This indicates that WELS.DE's price experiences larger fluctuations and is considered to be riskier than WELD.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 | WELD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 4.02% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 9.94% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 12.34% | +2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 13.35% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.59% | 13.35% | +0.24% |
WELS.DE vs. WELD.DE - Expense Ratio Comparison
Both WELS.DE and WELD.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
WELS.DE vs. WELD.DE - Dividend Comparison
Neither WELS.DE nor WELD.DE has paid dividends to shareholders.
Frequently Asked Questions
WELS.DE and WELD.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WELS.DE and WELD.DE have the same expense ratio: 0.18% per year.
WELS.DE is categorized as Health & Biotech Equities, while WELD.DE is Utilities Equities. WELS.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while WELD.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities.
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