WELT.DE vs. WELV.DE
WELT.DE (Amundi S&P Global Industrials ESG UCITS ETF EUR Dist) and WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) are both Industrials Equities funds from Amundi - WELT.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials while WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. Both are passively managed. Over the past 3 years, WELT.DE returned 17.33%/yr vs 13.15%/yr for WELV.DE. A 0.60 correlation means they provide meaningful diversification when combined. Both charge a 0.18% expense ratio.
Performance
WELT.DE vs. WELV.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 WELV.DE's 16.85% return.
WELT.DE
- 1D
- -0.14%
- 1M
- -0.02%
- YTD
- 15.23%
- 6M
- 15.37%
- 1Y
- 23.60%
- 3Y*
- 17.33%
- 5Y*
- —
- 10Y*
- —
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
WELT.DE vs. WELV.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% | -3.85% |
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 16.85% | 14.77% | -0.57% | 9.65% | -1.62% |
Correlation
The correlation between WELT.DE and WELV.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.60 |
The correlation between WELT.DE and WELV.DE has been stable across timeframes, ranging from 0.60 to 0.63 - a consistent structural relationship.
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Return for Risk
WELT.DE vs. WELV.DE — Risk / Return Rank
WELT.DE
WELV.DE
WELT.DE vs. WELV.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 Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.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 | WELV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.33 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 2.34 | +0.12 |
| Martin ratioReturn relative to average drawdown | 9.08 | 9.43 | -0.35 |
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 | WELV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.86 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.76 | +0.50 |
Drawdowns
WELT.DE vs. WELV.DE - Drawdown Comparison
The maximum WELT.DE drawdown since its inception was -20.81%, roughly equal to the maximum WELV.DE drawdown of -21.27%. Use the drawdown chart below to compare losses from any high point for WELT.DE and WELV.DE.
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Drawdown Indicators
| WELT.DE | WELV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.81% | -21.27% | +0.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -14.36% | +4.81% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -21.27% | +0.46% |
Current DrawdownCurrent decline from peak | -0.14% | -1.63% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -4.71% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.51% | -0.93% |
Volatility
WELT.DE vs. WELV.DE - Volatility Comparison
The current volatility for Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) is 3.88%, while Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) has a volatility of 6.61%. This indicates that WELT.DE experiences smaller price fluctuations and is considered to be less risky than WELV.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 | WELV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 6.61% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 15.33% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 18.02% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 16.99% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 16.99% | -1.67% |
WELT.DE vs. WELV.DE - Expense Ratio Comparison
Both WELT.DE and WELV.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
WELT.DE vs. WELV.DE - Dividend Comparison
WELT.DE's dividend yield for the trailing twelve months is around 1.12%, less than WELV.DE's 1.43% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELT.DE Amundi S&P Global Industrials ESG UCITS ETF EUR Dist | 1.12% | 1.29% | 1.36% | 1.04% |
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 1.43% | 1.77% | 2.71% | 0.31% |
Frequently Asked Questions
WELT.DE and WELV.DE have a correlation of 0.63, 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.
WELT.DE and WELV.DE have the same expense ratio: 0.18% per year.
WELT.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials, while WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials.
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