WELS.DE vs. XDG3.DE
WELS.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Acc) and XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) are both Health & Biotech Equities funds - WELS.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care while XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select. Both are passively managed. Over the past 3 years, WELS.DE returned 2.22%/yr vs 1.94%/yr for XDG3.DE. Their correlation of 0.90 suggests significant overlap in exposure. WELS.DE charges 0.18%/yr vs 0.35%/yr for XDG3.DE.
Performance
WELS.DE vs. XDG3.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 higher than XDG3.DE's -6.02% return.
WELS.DE
- 1D
- 2.97%
- 1M
- 4.14%
- YTD
- -3.35%
- 6M
- -2.82%
- 1Y
- 6.93%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
XDG3.DE
- 1D
- 2.88%
- 1M
- 3.23%
- YTD
- -6.02%
- 6M
- -6.40%
- 1Y
- 2.34%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
WELS.DE vs. XDG3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WELS.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Acc | -3.35% | 1.05% | 7.20% | 3.91% |
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
Correlation
The correlation between WELS.DE and XDG3.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.90 |
The correlation between WELS.DE and XDG3.DE has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
WELS.DE vs. XDG3.DE — Risk / Return Rank
WELS.DE
XDG3.DE
WELS.DE vs. XDG3.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 Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.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 | XDG3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.04 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.17 | +0.38 |
| Martin ratioReturn relative to average drawdown | 1.30 | 0.44 | +0.85 |
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 | XDG3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.16 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.16 | +0.06 |
Drawdowns
WELS.DE vs. XDG3.DE - Drawdown Comparison
The maximum WELS.DE drawdown since its inception was -23.13%, which is greater than XDG3.DE's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for WELS.DE and XDG3.DE.
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Drawdown Indicators
| WELS.DE | XDG3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.13% | -20.49% | -2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -13.31% | +0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -23.13% | -20.49% | -2.64% |
Current DrawdownCurrent decline from peak | -12.08% | -11.91% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -5.57% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 5.29% | +0.05% |
Volatility
WELS.DE vs. XDG3.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 Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) at 4.95%. This indicates that WELS.DE's price experiences larger fluctuations and is considered to be riskier than XDG3.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 | XDG3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 4.95% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 10.56% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 14.57% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 13.31% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.59% | 13.31% | +0.28% |
WELS.DE vs. XDG3.DE - Expense Ratio Comparison
WELS.DE has a 0.18% expense ratio, which is lower than XDG3.DE's 0.35% expense ratio.
Dividends
WELS.DE vs. XDG3.DE - Dividend Comparison
Neither WELS.DE nor XDG3.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.92, WELS.DE and XDG3.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.35% for XDG3.DE.
WELS.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care, while XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELS.DE and 0.35% for XDG3.DE.
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