WELV.DE vs. EXV7.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and EXV7.DE (iShares STOXX Europe 600 Chemicals UCITS ETF (DE)) are both Industrials Equities funds - WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials while EXV7.DE tracks the STOXX® Europe 600 Chemicals. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 2.47%/yr for EXV7.DE. A 0.55 correlation means they provide meaningful diversification when combined. WELV.DE charges 0.18%/yr vs 0.46%/yr for EXV7.DE.
Performance
WELV.DE vs. EXV7.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 EXV7.DE's 11.18% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
EXV7.DE
- 1D
- 0.18%
- 1M
- 1.21%
- YTD
- 11.18%
- 6M
- 11.56%
- 1Y
- -2.95%
- 3Y*
- 2.47%
- 5Y*
- 1.52%
- 10Y*
- 6.87%
WELV.DE vs. EXV7.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% |
EXV7.DE iShares STOXX Europe 600 Chemicals UCITS ETF (DE) | 11.18% | -4.03% | -7.26% | 16.14% | -5.37% |
Correlation
The correlation between WELV.DE and EXV7.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 | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.55 |
The correlation between WELV.DE and EXV7.DE has been stable across timeframes, ranging from 0.53 to 0.56 - a consistent structural relationship.
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Return for Risk
WELV.DE vs. EXV7.DE — Risk / Return Rank
WELV.DE
EXV7.DE
WELV.DE vs. EXV7.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 Chemicals UCITS ETF (DE) (EXV7.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 | EXV7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.08 | ||
| Sortino ratioReturn per unit of downside risk | +2.79 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.98 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | -0.21 | +2.55 |
| Martin ratioReturn relative to average drawdown | 9.43 | -0.35 | +9.77 |
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 | EXV7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | -0.21 | +2.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.45 | +0.31 |
Drawdowns
WELV.DE vs. EXV7.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum EXV7.DE drawdown of -49.31%. Use the drawdown chart below to compare losses from any high point for WELV.DE and EXV7.DE.
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Drawdown Indicators
| WELV.DE | EXV7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -49.31% | +28.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -15.47% | +1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -18.31% | -2.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.38% | — |
Current DrawdownCurrent decline from peak | -1.63% | -7.08% | +5.45% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -8.46% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 9.51% | -6.00% |
Volatility
WELV.DE vs. EXV7.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 STOXX Europe 600 Chemicals UCITS ETF (DE) (EXV7.DE) at 3.84%. This indicates that WELV.DE's price experiences larger fluctuations and is considered to be riskier than EXV7.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 | EXV7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 3.84% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 11.79% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 15.43% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 16.76% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 17.44% | -0.45% |
WELV.DE vs. EXV7.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is lower than EXV7.DE's 0.46% expense ratio.
Dividends
WELV.DE vs. EXV7.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, less than EXV7.DE's 1.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV7.DE iShares STOXX Europe 600 Chemicals UCITS ETF (DE) | 1.95% | 2.17% | 2.07% | 2.46% | 2.15% | 1.35% | 1.51% | 2.03% | 2.33% | 1.96% | 2.71% | 2.69% |
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 EXV7.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, 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 EXV7.DE.
WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while EXV7.DE tracks STOXX® Europe 600 Chemicals. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELV.DE and 0.46% for EXV7.DE.
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