WELV.DE vs. LBRE.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and LBRE.DE (Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc) are both Industrials Equities funds from Amundi - WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials while LBRE.DE tracks the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 19.81%/yr for LBRE.DE. A 0.69 correlation means they provide meaningful diversification when combined. WELV.DE charges 0.18%/yr vs 0.30%/yr for LBRE.DE.
Performance
WELV.DE vs. LBRE.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 lower than LBRE.DE's 32.03% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
LBRE.DE
- 1D
- -0.97%
- 1M
- 5.56%
- YTD
- 32.03%
- 6M
- 41.37%
- 1Y
- 78.47%
- 3Y*
- 19.81%
- 5Y*
- 11.64%
- 10Y*
- 16.21%
WELV.DE vs. LBRE.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% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 32.03% | 33.09% | -8.87% | -2.42% | 2.82% |
Correlation
The correlation between WELV.DE and LBRE.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 LBRE.DE shifts across timeframes, from 0.69 (all time) to 0.83 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WELV.DE vs. LBRE.DE — Risk / Return Rank
WELV.DE
LBRE.DE
WELV.DE vs. LBRE.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 Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.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 | LBRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.50 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 4.71 | -2.37 |
| Martin ratioReturn relative to average drawdown | 9.43 | 18.65 | -9.23 |
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 | LBRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 3.15 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.17 | +0.59 |
Drawdowns
WELV.DE vs. LBRE.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for WELV.DE and LBRE.DE.
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Drawdown Indicators
| WELV.DE | LBRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -74.21% | +52.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -17.12% | +2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -33.23% | +11.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.22% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.32% | — |
Current DrawdownCurrent decline from peak | -1.63% | -2.86% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -31.35% | +26.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 4.26% | -0.75% |
Volatility
WELV.DE vs. LBRE.DE - Volatility Comparison
The current volatility for Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) is 6.61%, while Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a volatility of 9.86%. This indicates that WELV.DE experiences smaller price fluctuations and is considered to be less risky than LBRE.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 | LBRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 9.86% | -3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 21.55% | -6.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 25.64% | -7.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 26.23% | -9.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 28.67% | -11.68% |
WELV.DE vs. LBRE.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is lower than LBRE.DE's 0.30% expense ratio.
Dividends
WELV.DE vs. LBRE.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while LBRE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 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 LBRE.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 0.30% for LBRE.DE.
WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while LBRE.DE tracks STOXX® Europe 600 Basic Resources. Their fees differ too: 0.18% for WELV.DE and 0.30% for LBRE.DE.
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