WELT.DE vs. WIND.AS
Compare and contrast key facts about Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) and SPDR MSCI World Industrials UCITS ETF (WIND.AS).
WELT.DE and WIND.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELT.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Industrials. It was launched on Sep 20, 2022. WIND.AS is a passively managed fund by State Street that tracks the performance of the MSCI World/Materials NR USD. It was launched on Apr 29, 2016. Both WELT.DE and WIND.AS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELT.DE or WIND.AS.
Key characteristics
| WELT.DE | WIND.AS | |
|---|---|---|
| YTD Return | 19.80% | 24.32% |
| 1Y Return | 32.57% | 35.77% |
| Sharpe Ratio | 2.41 | 2.84 |
| Sortino Ratio | 3.20 | 3.81 |
| Omega Ratio | 1.46 | 1.55 |
| Calmar Ratio | 3.38 | 4.34 |
| Martin Ratio | 14.49 | 19.62 |
| Ulcer Index | 2.10% | 1.75% |
| Daily Std Dev | 12.62% | 12.08% |
| Max Drawdown | -11.10% | -38.13% |
| Current Drawdown | -1.32% | -1.22% |
Correlation
The correlation between WELT.DE and WIND.AS is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WELT.DE vs. WIND.AS - Performance Comparison
In the year-to-date period, WELT.DE achieves a 19.80% return, which is significantly lower than WIND.AS's 24.32% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WELT.DE vs. WIND.AS - Expense Ratio Comparison
WELT.DE has a 0.18% expense ratio, which is lower than WIND.AS's 0.30% expense ratio.
Risk-Adjusted Performance
WELT.DE vs. WIND.AS - Risk-Adjusted Performance 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 SPDR MSCI World Industrials UCITS ETF (WIND.AS). 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.
Dividends
WELT.DE vs. WIND.AS - Dividend Comparison
WELT.DE's dividend yield for the trailing twelve months is around 1.32%, while WIND.AS has not paid dividends to shareholders.
| TTM | 2023 | |
|---|---|---|
WELT.DE Amundi S&P Global Industrials ESG UCITS ETF EUR Dist | 1.32% | 1.04% |
WIND.AS SPDR MSCI World Industrials UCITS ETF | 0.00% | 0.00% |
Drawdowns
WELT.DE vs. WIND.AS - Drawdown Comparison
The maximum WELT.DE drawdown since its inception was -11.10%, smaller than the maximum WIND.AS drawdown of -38.13%. Use the drawdown chart below to compare losses from any high point for WELT.DE and WIND.AS. For additional features, visit the drawdowns tool.
Volatility
WELT.DE vs. WIND.AS - Volatility Comparison
Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (WELT.DE) and SPDR MSCI World Industrials UCITS ETF (WIND.AS) have volatilities of 3.71% and 3.63%, 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.