WELV.DE vs. LSMC.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - WELV.DE is a Industrials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 62.06%/yr for LSMC.DE. At a 0.34 correlation, their price movements are largely independent. WELV.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELV.DE vs. LSMC.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 LSMC.DE's 63.83% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 12.86%
- YTD
- 63.83%
- 6M
- 63.41%
- 1Y
- 126.99%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELV.DE vs. LSMC.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% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | -10.13% |
Correlation
The correlation between WELV.DE and LSMC.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.34 |
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. LSMC.DE — Risk / Return Rank
WELV.DE
LSMC.DE
WELV.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.41 | ||
| Sortino ratioReturn per unit of downside risk | -2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.59 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 10.37 | -8.03 |
| Martin ratioReturn relative to average drawdown | 9.43 | 32.83 | -23.40 |
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 | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 4.27 | -2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.82 | -0.05 |
Drawdowns
WELV.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELV.DE and LSMC.DE.
Loading charts...
Drawdown Indicators
| WELV.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -39.77% | +18.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -12.53% | -1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -36.22% | +14.95% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -1.63% | -3.34% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -9.37% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.96% | -0.45% |
Volatility
WELV.DE vs. LSMC.DE - Volatility Comparison
The current volatility for Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) is 6.61%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELV.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WELV.DE | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 11.23% | -4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 22.18% | -6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 30.40% | -12.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 31.21% | -14.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 26.06% | -9.07% |
WELV.DE vs. LSMC.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELV.DE vs. LSMC.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while LSMC.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LSMC.DE Amundi MSCI Semiconductors ESG Screened 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 LSMC.DE have a correlation of 0.38, 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 0.45% for LSMC.DE.
WELV.DE is categorized as Industrials Equities, while LSMC.DE is Semiconductors. WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELV.DE and 0.45% for LSMC.DE.
Find the right allocation for WELV.DE and LSMC.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