WELU.DE vs. AVWS.DE
WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) and AVWS.DE (Avantis Global Small Cap Value UCITS ETF USD Acc EUR) are both exchange-traded funds - WELU.DE is a Technology Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology, while AVWS.DE is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. WELU.DE is passively managed, while AVWS.DE is actively managed. Over the past year, WELU.DE returned 43.16% vs 35.43% for AVWS.DE. At a 0.45 correlation, their price movements are largely independent. WELU.DE charges 0.18%/yr vs 0.39%/yr for AVWS.DE.
Performance
WELU.DE vs. AVWS.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 AVWS.DE's 18.30% return.
WELU.DE
- 1D
- -1.73%
- 1M
- 11.36%
- YTD
- 21.54%
- 6M
- 19.44%
- 1Y
- 43.16%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
AVWS.DE
- 1D
- 0.39%
- 1M
- 1.60%
- YTD
- 18.30%
- 6M
- 18.73%
- 1Y
- 35.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WELU.DE vs. AVWS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WELU.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc | 21.54% | 9.54% | 11.04% |
AVWS.DE Avantis Global Small Cap Value UCITS ETF USD Acc EUR | 18.30% | 7.87% | 5.65% |
Correlation
The correlation between WELU.DE and AVWS.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.45 |
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Return for Risk
WELU.DE vs. AVWS.DE — Risk / Return Rank
WELU.DE
AVWS.DE
WELU.DE vs. AVWS.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 Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.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 | AVWS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.42 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 5.44 | -2.74 |
| Martin ratioReturn relative to average drawdown | 6.94 | 20.29 | -13.35 |
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
| WELU.DE | AVWS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 2.40 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 1.08 | +0.44 |
Drawdowns
WELU.DE vs. AVWS.DE - Drawdown Comparison
The maximum WELU.DE drawdown since its inception was -28.67%, which is greater than AVWS.DE's maximum drawdown of -25.21%. Use the drawdown chart below to compare losses from any high point for WELU.DE and AVWS.DE.
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Drawdown Indicators
| WELU.DE | AVWS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.67% | -25.21% | -3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -6.39% | -9.87% |
Max Drawdown (3Y)Largest decline over 3 years | -28.67% | — | — |
Current DrawdownCurrent decline from peak | -2.65% | -0.39% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -5.13% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.35% | 1.72% | +4.63% |
Volatility
WELU.DE vs. AVWS.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 Avantis Global Small Cap Value UCITS ETF USD Acc EUR (AVWS.DE) at 3.27%. This indicates that WELU.DE's price experiences larger fluctuations and is considered to be riskier than AVWS.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 | AVWS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 3.27% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 14.75% | 9.60% | +5.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 14.48% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.28% | 18.12% | +4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.28% | 18.12% | +4.16% |
WELU.DE vs. AVWS.DE - Expense Ratio Comparison
WELU.DE has a 0.18% expense ratio, which is lower than AVWS.DE's 0.39% expense ratio.
Dividends
WELU.DE vs. AVWS.DE - Dividend Comparison
Neither WELU.DE nor AVWS.DE has paid dividends to shareholders.
Frequently Asked Questions
WELU.DE and AVWS.DE have a correlation of 0.36, 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 0.39% for AVWS.DE.
WELU.DE is categorized as Technology Equities, while AVWS.DE is Foreign Small & Mid Cap Equities. They also come from different issuers: Amundi and Avantis. Their fees differ too: 0.18% for WELU.DE and 0.39% for AVWS.DE.
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