WELT.DE vs. LBRE.DE
WELT.DE (Amundi S&P Global Industrials ESG UCITS ETF EUR Dist) and LBRE.DE (Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc) are both Industrials Equities funds from Amundi - WELT.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials while LBRE.DE tracks the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 3 years, WELT.DE returned 17.33%/yr vs 19.81%/yr for LBRE.DE. At a 0.49 correlation, their price movements are largely independent. WELT.DE charges 0.18%/yr vs 0.30%/yr for LBRE.DE.
Performance
WELT.DE vs. LBRE.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 lower than LBRE.DE's 32.03% return.
WELT.DE
- 1D
- -0.14%
- 1M
- -0.02%
- YTD
- 15.23%
- 6M
- 15.37%
- 1Y
- 23.60%
- 3Y*
- 17.33%
- 5Y*
- —
- 10Y*
- —
LBRE.DE
- 1D
- -0.97%
- 1M
- 5.56%
- YTD
- 32.03%
- 6M
- 41.37%
- 1Y
- 78.47%
- 3Y*
- 19.81%
- 5Y*
- 11.64%
- 10Y*
- 16.21%
WELT.DE vs. LBRE.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% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 32.03% | 33.09% | -8.87% | -2.42% | 12.28% |
Correlation
The correlation between WELT.DE and LBRE.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.49 |
The correlation between WELT.DE and LBRE.DE has been stable across timeframes, ranging from 0.49 to 0.54 - a consistent structural relationship.
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Return for Risk
WELT.DE vs. LBRE.DE — Risk / Return Rank
WELT.DE
LBRE.DE
WELT.DE vs. LBRE.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 Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.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 | LBRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.50 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 4.71 | -2.26 |
| Martin ratioReturn relative to average drawdown | 9.08 | 18.65 | -9.58 |
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 | LBRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 3.15 | -1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.17 | +1.09 |
Drawdowns
WELT.DE vs. LBRE.DE - Drawdown Comparison
The maximum WELT.DE drawdown since its inception was -20.81%, smaller than the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for WELT.DE and LBRE.DE.
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Drawdown Indicators
| WELT.DE | LBRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.81% | -74.21% | +53.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -17.12% | +7.57% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -33.23% | +12.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.22% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.32% | — |
Current DrawdownCurrent decline from peak | -0.14% | -2.86% | +2.72% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -31.35% | +28.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 4.26% | -1.68% |
Volatility
WELT.DE vs. LBRE.DE - Volatility Comparison
The current volatility for Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) is 3.88%, while Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a volatility of 9.86%. This indicates that WELT.DE experiences smaller price fluctuations and is considered to be less risky than LBRE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELT.DE | LBRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 9.86% | -5.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 21.55% | -9.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 25.64% | -10.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 26.23% | -10.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 28.67% | -13.35% |
WELT.DE vs. LBRE.DE - Expense Ratio Comparison
WELT.DE has a 0.18% expense ratio, which is lower than LBRE.DE's 0.30% expense ratio.
Dividends
WELT.DE vs. LBRE.DE - Dividend Comparison
WELT.DE's dividend yield for the trailing twelve months is around 1.12%, while LBRE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 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 LBRE.DE have a correlation of 0.54, 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 0.30% for LBRE.DE.
WELT.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials, while LBRE.DE tracks STOXX® Europe 600 Basic Resources. Their fees differ too: 0.18% for WELT.DE and 0.30% for LBRE.DE.
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