WELV.DE vs. EXV6.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and EXV6.DE (iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)) are both Industrials Equities funds - WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials while EXV6.DE tracks the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 19.79%/yr for EXV6.DE. A 0.69 correlation means they provide meaningful diversification when combined. WELV.DE charges 0.18%/yr vs 0.46%/yr for EXV6.DE.
Performance
WELV.DE vs. EXV6.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WELV.DE achieves a 16.85% return, which is significantly lower than EXV6.DE's 31.77% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 5.22%
- YTD
- 16.85%
- 6M
- 21.50%
- 1Y
- 32.47%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
EXV6.DE
- 1D
- -0.99%
- 1M
- 10.13%
- YTD
- 31.77%
- 6M
- 41.14%
- 1Y
- 81.71%
- 3Y*
- 19.79%
- 5Y*
- 11.63%
- 10Y*
- 16.17%
WELV.DE vs. EXV6.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% |
EXV6.DE iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) | 31.77% | 33.18% | -8.72% | -2.31% | 2.68% |
Correlation
The correlation between WELV.DE and EXV6.DE is 0.83, 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 | 0.83 |
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 | 0.69 |
The correlation between WELV.DE and EXV6.DE shifts across timeframes, from 0.69 (all time) to 0.83 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WELV.DE vs. EXV6.DE — Risk / Return Rank
WELV.DE
EXV6.DE
WELV.DE vs. EXV6.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 STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.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 | EXV6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.49 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 4.68 | -2.34 |
| Martin ratioReturn relative to average drawdown | 9.43 | 18.51 | -9.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WELV.DE | EXV6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 3.13 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.28 | +0.48 |
Drawdowns
WELV.DE vs. EXV6.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum EXV6.DE drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for WELV.DE and EXV6.DE.
Loading charts...
Drawdown Indicators
| WELV.DE | EXV6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -73.84% | +52.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -17.38% | +3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -33.37% | +12.10% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.38% | — |
Current DrawdownCurrent decline from peak | -1.63% | -2.95% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -27.51% | +22.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 4.30% | -0.79% |
Volatility
WELV.DE vs. EXV6.DE - Volatility Comparison
The current volatility for Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) is 6.61%, while iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) has a volatility of 10.03%. This indicates that WELV.DE experiences smaller price fluctuations and is considered to be less risky than EXV6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELV.DE | EXV6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 10.03% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 21.95% | -6.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 25.99% | -7.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 26.34% | -9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 27.46% | -10.47% |
WELV.DE vs. EXV6.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is lower than EXV6.DE's 0.46% expense ratio.
Dividends
WELV.DE vs. EXV6.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, less than EXV6.DE's 1.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV6.DE iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) | 1.47% | 1.95% | 3.23% | 3.57% | 6.02% | 5.17% | 2.86% | 5.56% | 3.12% | 2.14% | 1.80% | 5.20% |
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 1.43% | 1.77% | 2.71% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELV.DE and EXV6.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELV.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELV.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for EXV6.DE.
WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while EXV6.DE tracks STOXX® Europe 600 Basic Resources. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELV.DE and 0.46% for EXV6.DE.
Find the right allocation for WELV.DE and EXV6.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer