WELT.DE vs. 2B7C.DE
WELT.DE (Amundi S&P Global Industrials ESG UCITS ETF EUR Dist) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both Industrials Equities funds - WELT.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials while 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 3 years, WELT.DE returned 17.33%/yr vs 18.60%/yr for 2B7C.DE. Their correlation of 0.85 suggests significant overlap in exposure. WELT.DE charges 0.18%/yr vs 0.15%/yr for 2B7C.DE.
Performance
WELT.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELT.DE achieves a 15.23% return, which is significantly higher than 2B7C.DE's 13.30% return.
WELT.DE
- 1D
- -0.14%
- 1M
- -0.02%
- YTD
- 15.23%
- 6M
- 15.37%
- 1Y
- 23.60%
- 3Y*
- 17.33%
- 5Y*
- —
- 10Y*
- —
2B7C.DE
- 1D
- -0.23%
- 1M
- 0.50%
- YTD
- 13.30%
- 6M
- 14.11%
- 1Y
- 21.18%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
WELT.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELT.DE Amundi S&P Global Industrials ESG UCITS ETF EUR Dist | 15.23% | 10.22% | 16.35% | 19.85% | 7.82% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | 4.68% |
Correlation
The correlation between WELT.DE and 2B7C.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.85 |
The correlation between WELT.DE and 2B7C.DE has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.
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Return for Risk
WELT.DE vs. 2B7C.DE — Risk / Return Rank
WELT.DE
2B7C.DE
WELT.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| WELT.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 2.34 | +0.11 |
| Martin ratioReturn relative to average drawdown | 9.08 | 7.59 | +1.48 |
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
| WELT.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.44 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.60 | +0.65 |
Drawdowns
WELT.DE vs. 2B7C.DE - Drawdown Comparison
The maximum WELT.DE drawdown since its inception was -20.81%, smaller than the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for WELT.DE and 2B7C.DE.
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Drawdown Indicators
| WELT.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.81% | -41.33% | +20.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -8.89% | -0.66% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -22.66% | +1.85% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -0.14% | -0.47% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -5.04% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.75% | -0.17% |
Volatility
WELT.DE vs. 2B7C.DE - Volatility Comparison
Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) have volatilities of 3.88% and 3.74%, 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.
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Volatility by Period
| WELT.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.74% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 10.98% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 14.45% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 16.73% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 19.35% | -4.03% |
WELT.DE vs. 2B7C.DE - Expense Ratio Comparison
WELT.DE has a 0.18% expense ratio, which is higher than 2B7C.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%.
Dividends
WELT.DE vs. 2B7C.DE - Dividend Comparison
WELT.DE's dividend yield for the trailing twelve months is around 1.12%, while 2B7C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WELT.DE Amundi S&P Global Industrials ESG UCITS ETF EUR Dist | 1.12% | 1.29% | 1.36% | 1.04% |
Frequently Asked Questions
WELT.DE and 2B7C.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELT.DE.
WELT.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELT.DE and 0.15% for 2B7C.DE.
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