WELV.DE vs. WELI.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and WELI.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Acc) are both Industrials Equities funds from Amundi tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 13.20%/yr for WELI.DE. Their correlation of 0.83 suggests significant overlap in exposure. Both charge a 0.18% expense ratio.
Performance
WELV.DE vs. WELI.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with WELV.DE having a 16.85% return and WELI.DE slightly lower at 16.84%.
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
WELI.DE
- 1D
- -0.41%
- 1M
- 2.27%
- YTD
- 16.84%
- 6M
- 21.11%
- 1Y
- 32.05%
- 3Y*
- 13.20%
- 5Y*
- —
- 10Y*
- —
WELV.DE vs. WELI.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% |
WELI.DE Amundi S&P Global Materials ESG UCITS ETF EUR Acc | 16.84% | 14.91% | -0.52% | 10.29% | -2.10% |
Correlation
The correlation between WELV.DE and WELI.DE is 0.95, 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 | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.83 |
The correlation between WELV.DE and WELI.DE shifts across timeframes, from 0.83 (all time) to 0.95 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WELV.DE vs. WELI.DE — Risk / Return Rank
WELV.DE
WELI.DE
WELV.DE vs. WELI.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 S&P Global Materials ESG UCITS ETF EUR Acc (WELI.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 | WELI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.31 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.21 | +0.13 |
| Martin ratioReturn relative to average drawdown | 9.43 | 8.95 | +0.48 |
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 | WELI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.86 | -0.10 |
Drawdowns
WELV.DE vs. WELI.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, roughly equal to the maximum WELI.DE drawdown of -21.14%. Use the drawdown chart below to compare losses from any high point for WELV.DE and WELI.DE.
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Drawdown Indicators
| WELV.DE | WELI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -21.14% | -0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -14.69% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -21.14% | -0.13% |
Current DrawdownCurrent decline from peak | -1.63% | -1.73% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -4.51% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.63% | -0.12% |
Volatility
WELV.DE vs. WELI.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) and Amundi S&P Global Materials ESG UCITS ETF EUR Acc (WELI.DE) have volatilities of 6.61% and 6.48%, 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 | WELI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 6.48% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 15.53% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 18.23% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 16.10% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 16.10% | +0.89% |
WELV.DE vs. WELI.DE - Expense Ratio Comparison
Both WELV.DE and WELI.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
WELV.DE vs. WELI.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while WELI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELI.DE Amundi S&P Global Materials ESG UCITS ETF EUR 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
With a correlation of 0.95, WELV.DE and WELI.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WELV.DE and WELI.DE have the same expense ratio: 0.18% per year.
Both ETFs track S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials.
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