WELU.DE vs. 2B79.DE
WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) and 2B79.DE (iShares Digitalisation UCITS ETF) are both Technology Equities funds - WELU.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology while 2B79.DE tracks the iSTOXX® FactSet Digitalisation. Both are passively managed. Over the past 3 years, WELU.DE returned 27.35%/yr vs 11.29%/yr for 2B79.DE. A 0.70 correlation means they provide meaningful diversification when combined. WELU.DE charges 0.18%/yr vs 0.40%/yr for 2B79.DE.
Performance
WELU.DE vs. 2B79.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELU.DE achieves a 21.54% return, which is significantly higher than 2B79.DE's 1.48% return.
WELU.DE
- 1D
- -1.73%
- 1M
- 11.36%
- YTD
- 21.54%
- 6M
- 19.44%
- 1Y
- 43.16%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
2B79.DE
- 1D
- -1.85%
- 1M
- 9.09%
- YTD
- 1.48%
- 6M
- 0.07%
- 1Y
- -3.45%
- 3Y*
- 11.29%
- 5Y*
- 1.74%
- 10Y*
- —
WELU.DE vs. 2B79.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELU.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc | 21.54% | 9.54% | 38.64% | 57.43% | 0.20% |
2B79.DE iShares Digitalisation UCITS ETF | 1.48% | -6.47% | 29.11% | 28.57% | -5.40% |
Correlation
The correlation between WELU.DE and 2B79.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 | 0.68 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.70 |
The correlation between WELU.DE and 2B79.DE has been stable across timeframes, ranging from 0.63 to 0.70 - a consistent structural relationship.
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Return for Risk
WELU.DE vs. 2B79.DE — Risk / Return Rank
WELU.DE
2B79.DE
WELU.DE vs. 2B79.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) and iShares Digitalisation UCITS ETF (2B79.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.
| WELU.DE | 2B79.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.26 | ||
| Sortino ratioReturn per unit of downside risk | +2.86 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.00 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | -0.08 | +2.79 |
| Martin ratioReturn relative to average drawdown | 6.94 | -0.19 | +7.13 |
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
| WELU.DE | 2B79.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | -0.11 | +2.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.43 | +1.09 |
Drawdowns
WELU.DE vs. 2B79.DE - Drawdown Comparison
The maximum WELU.DE drawdown since its inception was -28.67%, smaller than the maximum 2B79.DE drawdown of -38.40%. Use the drawdown chart below to compare losses from any high point for WELU.DE and 2B79.DE.
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Drawdown Indicators
| WELU.DE | 2B79.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.67% | -38.40% | +9.73% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -22.05% | +5.79% |
Max Drawdown (3Y)Largest decline over 3 years | -28.67% | -27.88% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.40% | — |
Current DrawdownCurrent decline from peak | -2.65% | -13.25% | +10.60% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -11.26% | +6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.35% | 10.03% | -3.68% |
Volatility
WELU.DE vs. 2B79.DE - Volatility Comparison
Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) has a higher volatility of 6.70% compared to iShares Digitalisation UCITS ETF (2B79.DE) at 5.57%. This indicates that WELU.DE's price experiences larger fluctuations and is considered to be riskier than 2B79.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELU.DE | 2B79.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.57% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 14.75% | 13.51% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 17.13% | +3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.28% | 20.15% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.28% | 19.80% | +2.48% |
WELU.DE vs. 2B79.DE - Expense Ratio Comparison
WELU.DE has a 0.18% expense ratio, which is lower than 2B79.DE's 0.40% expense ratio.
Dividends
WELU.DE vs. 2B79.DE - Dividend Comparison
Neither WELU.DE nor 2B79.DE has paid dividends to shareholders.
Frequently Asked Questions
WELU.DE and 2B79.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.
On fees, WELU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELU.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for 2B79.DE.
WELU.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology, while 2B79.DE tracks iSTOXX® FactSet Digitalisation. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELU.DE and 0.40% for 2B79.DE.
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