WELV.DE vs. 2B7C.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and 2B7C.DE (iShares S&P 500 Industrials Sector UCITS ETF) are both Industrials Equities funds - WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials while 2B7C.DE tracks the S&P 500 Capped 35/20 Industrials. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 18.60%/yr for 2B7C.DE. At a 0.50 correlation, their price movements are largely independent. WELV.DE charges 0.18%/yr vs 0.15%/yr for 2B7C.DE.
Performance
WELV.DE vs. 2B7C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELV.DE achieves a 16.85% return, which is significantly higher than 2B7C.DE's 13.30% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
2B7C.DE
- 1D
- -0.23%
- 1M
- 0.50%
- YTD
- 13.30%
- 6M
- 14.11%
- 1Y
- 21.18%
- 3Y*
- 18.60%
- 5Y*
- 13.22%
- 10Y*
- —
WELV.DE vs. 2B7C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 16.85% | 14.77% | -0.57% | 9.65% | -1.62% |
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 13.30% | 6.91% | 23.72% | 13.89% | -3.80% |
Correlation
The correlation between WELV.DE and 2B7C.DE is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.50 |
The correlation between WELV.DE and 2B7C.DE has been stable across timeframes, ranging from 0.50 to 0.53 - a consistent structural relationship.
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Return for Risk
WELV.DE vs. 2B7C.DE — Risk / Return Rank
WELV.DE
2B7C.DE
WELV.DE vs. 2B7C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) and iShares S&P 500 Industrials Sector UCITS ETF (2B7C.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.
| WELV.DE | 2B7C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.34 | 0.00 |
| Martin ratioReturn relative to average drawdown | 9.43 | 7.59 | +1.83 |
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
| WELV.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.44 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.60 | +0.16 |
Drawdowns
WELV.DE vs. 2B7C.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum 2B7C.DE drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for WELV.DE and 2B7C.DE.
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Drawdown Indicators
| WELV.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -41.33% | +20.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -8.89% | -5.47% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -22.66% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -1.63% | -0.47% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -5.04% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.75% | +0.76% |
Volatility
WELV.DE vs. 2B7C.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) has a higher volatility of 6.61% compared to iShares S&P 500 Industrials Sector UCITS ETF (2B7C.DE) at 3.74%. This indicates that WELV.DE's price experiences larger fluctuations and is considered to be riskier than 2B7C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELV.DE | 2B7C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 3.74% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 10.98% | +4.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 14.45% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 16.73% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 19.35% | -2.36% |
WELV.DE vs. 2B7C.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is higher than 2B7C.DE's 0.15% 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
WELV.DE vs. 2B7C.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while 2B7C.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
2B7C.DE iShares S&P 500 Industrials Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 1.43% | 1.77% | 2.71% | 0.31% |
Frequently Asked Questions
WELV.DE and 2B7C.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7C.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for WELV.DE.
WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while 2B7C.DE tracks S&P 500 Capped 35/20 Industrials. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELV.DE and 0.15% for 2B7C.DE.
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