WELU.DE vs. LSMC.DE
WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) 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 LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELU.DE returned 27.35%/yr vs 62.06%/yr for LSMC.DE. Their correlation of 0.86 suggests significant overlap in exposure. WELU.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELU.DE vs. LSMC.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 lower than LSMC.DE's 63.83% return.
WELU.DE
- 1D
- -1.73%
- 1M
- 11.36%
- YTD
- 21.54%
- 6M
- 19.44%
- 1Y
- 43.16%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 12.86%
- YTD
- 63.83%
- 6M
- 63.41%
- 1Y
- 126.99%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELU.DE vs. LSMC.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% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | 5.82% |
Correlation
The correlation between WELU.DE and LSMC.DE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.86 |
The correlation between WELU.DE and LSMC.DE has been stable across timeframes, ranging from 0.86 to 0.87 - a consistent structural relationship.
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Return for Risk
WELU.DE vs. LSMC.DE — Risk / Return Rank
WELU.DE
LSMC.DE
WELU.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.59 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 10.37 | -7.66 |
| Martin ratioReturn relative to average drawdown | 6.94 | 32.83 | -25.89 |
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 | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 4.27 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.82 | +0.70 |
Drawdowns
WELU.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELU.DE drawdown since its inception was -28.67%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELU.DE and LSMC.DE.
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Drawdown Indicators
| WELU.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.67% | -39.77% | +11.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -12.53% | -3.73% |
Max Drawdown (3Y)Largest decline over 3 years | -28.67% | -36.22% | +7.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -2.65% | -3.34% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -9.37% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.35% | 3.96% | +2.39% |
Volatility
WELU.DE vs. LSMC.DE - Volatility Comparison
The current volatility for Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) is 6.70%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELU.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 11.23% | -4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.75% | 22.18% | -7.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 30.40% | -9.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.28% | 31.21% | -8.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.28% | 26.06% | -3.78% |
WELU.DE vs. LSMC.DE - Expense Ratio Comparison
WELU.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELU.DE vs. LSMC.DE - Dividend Comparison
Neither WELU.DE nor LSMC.DE has paid dividends to shareholders.
Frequently Asked Questions
WELU.DE and LSMC.DE have a correlation of 0.86, 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 0.45% for LSMC.DE.
WELU.DE is categorized as Technology Equities, while LSMC.DE is Semiconductors. WELU.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELU.DE and 0.45% for LSMC.DE.
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