WELV.DE vs. XDWI.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and XDWI.DE (Xtrackers MSCI World Industrials UCITS ETF 1C) are both Industrials Equities funds - WELV.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials while XDWI.DE tracks the MSCI World/Materials NR USD. Both are passively managed. Over the past 3 years, WELV.DE returned 13.15%/yr vs 18.27%/yr for XDWI.DE. A 0.58 correlation means they provide meaningful diversification when combined. WELV.DE charges 0.18%/yr vs 0.25%/yr for XDWI.DE.
Performance
WELV.DE vs. XDWI.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 XDWI.DE's 12.20% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 2.10%
- YTD
- 16.85%
- 6M
- 21.06%
- 1Y
- 31.99%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
XDWI.DE
- 1D
- 0.11%
- 1M
- -0.95%
- YTD
- 12.20%
- 6M
- 13.36%
- 1Y
- 19.97%
- 3Y*
- 18.27%
- 5Y*
- 12.48%
- 10Y*
- 12.07%
WELV.DE vs. XDWI.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% |
XDWI.DE Xtrackers MSCI World Industrials UCITS ETF 1C | 12.20% | 12.06% | 19.50% | 19.04% | -3.39% |
Correlation
The correlation between WELV.DE and XDWI.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2022 | 0.58 |
The correlation between WELV.DE and XDWI.DE has been stable across timeframes, ranging from 0.58 to 0.60 - a consistent structural relationship.
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Return for Risk
WELV.DE vs. XDWI.DE — Risk / Return Rank
WELV.DE
XDWI.DE
WELV.DE vs. XDWI.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 Xtrackers MSCI World Industrials UCITS ETF 1C (XDWI.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 | XDWI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.10 | +0.24 |
| Martin ratioReturn relative to average drawdown | 9.43 | 7.51 | +1.92 |
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 | XDWI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.35 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.81 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.71 | +0.05 |
Drawdowns
WELV.DE vs. XDWI.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, smaller than the maximum XDWI.DE drawdown of -38.10%. Use the drawdown chart below to compare losses from any high point for WELV.DE and XDWI.DE.
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Drawdown Indicators
| WELV.DE | XDWI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -38.10% | +16.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -9.28% | -5.08% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | -19.09% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.09% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.10% | — |
Current DrawdownCurrent decline from peak | -1.63% | -0.98% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -4.30% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.60% | +0.91% |
Volatility
WELV.DE vs. XDWI.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) has a higher volatility of 6.61% compared to Xtrackers MSCI World Industrials UCITS ETF 1C (XDWI.DE) at 3.96%. This indicates that WELV.DE's price experiences larger fluctuations and is considered to be riskier than XDWI.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 | XDWI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 3.96% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 11.67% | +3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 14.44% | +3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 15.31% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 16.78% | +0.21% |
WELV.DE vs. XDWI.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is lower than XDWI.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELV.DE vs. XDWI.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while XDWI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 1.43% | 1.77% | 2.71% | 0.31% |
XDWI.DE Xtrackers MSCI World Industrials UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELV.DE and XDWI.DE have a correlation of 0.60, 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 0.25% for XDWI.DE.
WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while XDWI.DE tracks MSCI World/Materials NR USD. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELV.DE and 0.25% for XDWI.DE.
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