WELT.DE vs. EXH4.DE
WELT.DE (Amundi S&P Global Industrials ESG UCITS ETF EUR Dist) and EXH4.DE (iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)) are both Industrials Equities funds - WELT.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials while EXH4.DE tracks the STOXX® Europe 600 Industrial Goods & Services. Both are passively managed. Over the past 3 years, WELT.DE returned 17.33%/yr vs 17.96%/yr for EXH4.DE. Their correlation of 0.83 suggests significant overlap in exposure. WELT.DE charges 0.18%/yr vs 0.46%/yr for EXH4.DE.
Performance
WELT.DE vs. EXH4.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELT.DE achieves a 15.23% return, which is significantly higher than EXH4.DE's 8.61% return.
WELT.DE
- 1D
- -0.14%
- 1M
- -0.02%
- YTD
- 15.23%
- 6M
- 15.37%
- 1Y
- 23.60%
- 3Y*
- 17.33%
- 5Y*
- —
- 10Y*
- —
EXH4.DE
- 1D
- 0.57%
- 1M
- -1.31%
- YTD
- 8.61%
- 6M
- 10.58%
- 1Y
- 14.10%
- 3Y*
- 17.96%
- 5Y*
- 11.25%
- 10Y*
- 12.08%
WELT.DE vs. EXH4.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% |
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 8.61% | 23.72% | 14.66% | 23.26% | 12.15% |
Correlation
The correlation between WELT.DE and EXH4.DE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.83 |
The correlation between WELT.DE and EXH4.DE has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELT.DE vs. EXH4.DE — Risk / Return Rank
WELT.DE
EXH4.DE
WELT.DE vs. EXH4.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 STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.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 | EXH4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 1.09 | +1.36 |
| Martin ratioReturn relative to average drawdown | 9.08 | 3.91 | +5.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WELT.DE | EXH4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.73 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.47 | +0.79 |
Drawdowns
WELT.DE vs. EXH4.DE - Drawdown Comparison
The maximum WELT.DE drawdown since its inception was -20.81%, smaller than the maximum EXH4.DE drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for WELT.DE and EXH4.DE.
Loading charts...
Drawdown Indicators
| WELT.DE | EXH4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.81% | -60.02% | +39.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -13.28% | +3.73% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -19.33% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.94% | — |
Current DrawdownCurrent decline from peak | -0.14% | -1.40% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -9.81% | +7.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.69% | -1.11% |
Volatility
WELT.DE vs. EXH4.DE - Volatility Comparison
The current volatility for Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) is 3.88%, while iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE) has a volatility of 6.36%. This indicates that WELT.DE experiences smaller price fluctuations and is considered to be less risky than EXH4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELT.DE | EXH4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 6.36% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 16.56% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 19.71% | -4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 19.66% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 19.93% | -4.61% |
WELT.DE vs. EXH4.DE - Expense Ratio Comparison
WELT.DE has a 0.18% expense ratio, which is lower than EXH4.DE's 0.46% expense ratio.
Dividends
WELT.DE vs. EXH4.DE - Dividend Comparison
WELT.DE's dividend yield for the trailing twelve months is around 1.12%, less than EXH4.DE's 1.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 1.18% | 1.31% | 1.51% | 1.72% | 1.68% | 1.08% | 0.85% | 1.69% | 1.67% | 2.38% | 2.10% | 2.79% |
WELT.DE Amundi S&P Global Industrials ESG UCITS ETF EUR Dist | 1.12% | 1.29% | 1.36% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELT.DE and EXH4.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELT.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELT.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXH4.DE.
WELT.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials, while EXH4.DE tracks STOXX® Europe 600 Industrial Goods & Services. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELT.DE and 0.46% for EXH4.DE.
Find the right allocation for WELT.DE and EXH4.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer