WELV.DE vs. DXSC.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and DXSC.DE (Xtrackers MSCI Europe Materials ESG Screened UCITS ETF 1C) are both Industrials Equities funds - WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials while DXSC.DE tracks the MSCI Europe Materials ESG Screened 20-35. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 9.32%/yr for DXSC.DE. A 0.68 correlation means they provide meaningful diversification when combined. WELV.DE charges 0.18%/yr vs 0.17%/yr for DXSC.DE.
Performance
WELV.DE vs. DXSC.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 DXSC.DE's 8.73% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 5.22%
- YTD
- 16.85%
- 6M
- 21.50%
- 1Y
- 32.47%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
DXSC.DE
- 1D
- -0.44%
- 1M
- 6.46%
- YTD
- 8.73%
- 6M
- 11.33%
- 1Y
- 8.30%
- 3Y*
- 9.32%
- 5Y*
- 4.03%
- 10Y*
- 12.15%
WELV.DE vs. DXSC.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% |
DXSC.DE Xtrackers MSCI Europe Materials ESG Screened UCITS ETF 1C | 8.73% | 8.23% | -1.25% | 18.77% | -2.48% |
Correlation
The correlation between WELV.DE and DXSC.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.68 |
The correlation between WELV.DE and DXSC.DE shifts across timeframes, from 0.68 (all time) to 0.79 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WELV.DE vs. DXSC.DE — Risk / Return Rank
WELV.DE
DXSC.DE
WELV.DE vs. DXSC.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 Xtrackers MSCI Europe Materials ESG Screened UCITS ETF 1C (DXSC.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 | DXSC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.37 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.10 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 0.58 | +1.76 |
| Martin ratioReturn relative to average drawdown | 9.43 | 1.79 | +7.63 |
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 | DXSC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.49 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.22 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.07 | +0.69 |
Drawdowns
WELV.DE vs. DXSC.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum DXSC.DE drawdown of -73.82%. Use the drawdown chart below to compare losses from any high point for WELV.DE and DXSC.DE.
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Drawdown Indicators
| WELV.DE | DXSC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -73.82% | +52.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -14.34% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -17.53% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.96% | — |
Current DrawdownCurrent decline from peak | -1.63% | -1.80% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -30.18% | +25.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 4.61% | -1.10% |
Volatility
WELV.DE vs. DXSC.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) and Xtrackers MSCI Europe Materials ESG Screened UCITS ETF 1C (DXSC.DE) have volatilities of 6.61% and 6.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELV.DE | DXSC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 6.43% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 14.24% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 16.91% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 17.98% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 23.78% | -6.79% |
WELV.DE vs. DXSC.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is higher than DXSC.DE's 0.17% 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. DXSC.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while DXSC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DXSC.DE Xtrackers MSCI Europe Materials ESG Screened UCITS ETF 1C | 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 DXSC.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DXSC.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DXSC.DE is cheaper with a 0.17% expense ratio, compared with 0.18% for WELV.DE.
WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while DXSC.DE tracks MSCI Europe Materials ESG Screened 20-35. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELV.DE and 0.17% for DXSC.DE.
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