WELU.DE vs. VGT
WELU.DE (Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc) and VGT (Vanguard Information Technology ETF) are both Technology Equities funds - WELU.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology while VGT tracks the MSCI USA IMI Information Technology 25/50 Index. Both are passively managed. Over the past 3 years, WELU.DE returned 27.35%/yr vs 27.27%/yr for VGT. A 0.67 correlation means they provide meaningful diversification when combined. WELU.DE charges 0.18%/yr vs 0.09%/yr for VGT.
Performance
WELU.DE vs. VGT - Performance Comparison
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Different Trading Currencies
WELU.DE is traded in EUR, while VGT is traded in USD. To make them comparable, the VGT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, WELU.DE achieves a 21.54% return, which is significantly lower than VGT's 24.88% return.
WELU.DE
- 1D
- -1.73%
- 1M
- 11.36%
- YTD
- 21.54%
- 6M
- 19.44%
- 1Y
- 43.16%
- 3Y*
- 27.35%
- 5Y*
- —
- 10Y*
- —
VGT
- 1D
- -5.39%
- 1M
- 7.30%
- YTD
- 24.88%
- 6M
- 21.60%
- 1Y
- 48.27%
- 3Y*
- 27.27%
- 5Y*
- 21.79%
- 10Y*
- 24.63%
WELU.DE vs. VGT - 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% |
VGT Vanguard Information Technology ETF | 24.88% | 7.32% | 37.84% | 48.08% | -3.93% |
Correlation
The correlation between WELU.DE and VGT is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.67 |
The correlation between WELU.DE and VGT has been stable across timeframes, ranging from 0.66 to 0.72 - a consistent structural relationship.
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Return for Risk
WELU.DE vs. VGT — Risk / Return Rank
WELU.DE
VGT
WELU.DE vs. VGT - 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 Vanguard Information Technology ETF (VGT). 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 | VGT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.38 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 3.15 | -0.45 |
| Martin ratioReturn relative to average drawdown | 6.94 | 8.75 | -1.81 |
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 | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 2.27 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.88 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.99 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.77 | +0.75 |
Drawdowns
WELU.DE vs. VGT - Drawdown Comparison
The maximum WELU.DE drawdown since its inception was -28.67%, smaller than the maximum VGT drawdown of -47.24%. Use the drawdown chart below to compare losses from any high point for WELU.DE and VGT.
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Drawdown Indicators
| WELU.DE | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.67% | -47.24% | +18.57% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -15.40% | -0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -28.67% | -31.10% | +2.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.49% | — |
Current DrawdownCurrent decline from peak | -2.65% | -7.47% | +4.82% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -8.06% | +3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.35% | 5.53% | +0.82% |
Volatility
WELU.DE vs. VGT - Volatility Comparison
The current volatility for Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc (WELU.DE) is 6.70%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.46%. This indicates that WELU.DE experiences smaller price fluctuations and is considered to be less risky than VGT 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 | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 8.46% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.75% | 16.56% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 21.42% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.28% | 24.90% | -2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.28% | 24.91% | -2.63% |
WELU.DE vs. VGT - Expense Ratio Comparison
WELU.DE has a 0.18% expense ratio, which is higher than VGT's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELU.DE vs. VGT - Dividend Comparison
WELU.DE has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.33%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 0.33% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
WELU.DE Amundi S&P Global Information Technology ESG UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELU.DE and VGT have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VGT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VGT is cheaper with a 0.09% expense ratio, compared with 0.18% for WELU.DE.
WELU.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Information Technology, while VGT tracks MSCI USA IMI Information Technology 25/50 Index. They also come from different issuers: Amundi and Vanguard. Their fees differ too: 0.18% for WELU.DE and 0.09% for VGT.
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