WELV.DE vs. XU61.DE
WELV.DE (Amundi S&P Global Materials ESG UCITS ETF EUR Dist) and XU61.DE (BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR) are both exchange-traded funds - WELV.DE is a Industrials Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while XU61.DE is a Global Equities fund tracking the ECPI Global ESG Infrastructure Equity Index. Both are passively managed. Over the past year, WELV.DE returned 32.47% vs 25.57% for XU61.DE. A 0.52 correlation means they provide meaningful diversification when combined. WELV.DE charges 0.18%/yr vs 0.31%/yr for XU61.DE.
Performance
WELV.DE vs. XU61.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 XU61.DE's 12.67% return.
WELV.DE
- 1D
- -0.38%
- 1M
- 5.22%
- YTD
- 16.85%
- 6M
- 21.50%
- 1Y
- 32.47%
- 3Y*
- 13.15%
- 5Y*
- —
- 10Y*
- —
XU61.DE
- 1D
- -0.72%
- 1M
- 0.91%
- YTD
- 12.67%
- 6M
- 13.88%
- 1Y
- 25.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WELV.DE vs. XU61.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WELV.DE Amundi S&P Global Materials ESG UCITS ETF EUR Dist | 16.85% | 14.77% | -0.57% | 10.35% |
XU61.DE BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR | 12.67% | 17.07% | 10.27% | 7.93% |
Correlation
The correlation between WELV.DE and XU61.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2023 | 0.52 |
The correlation between WELV.DE and XU61.DE has been stable across timeframes, ranging from 0.46 to 0.52 - a consistent structural relationship.
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Return for Risk
WELV.DE vs. XU61.DE — Risk / Return Rank
WELV.DE
XU61.DE
WELV.DE vs. XU61.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 BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR (XU61.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 | XU61.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.46 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 4.31 | -1.98 |
| Martin ratioReturn relative to average drawdown | 9.43 | 17.45 | -8.02 |
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 | XU61.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 2.53 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.80 | -1.04 |
Drawdowns
WELV.DE vs. XU61.DE - Drawdown Comparison
The maximum WELV.DE drawdown since its inception was -21.27%, which is greater than XU61.DE's maximum drawdown of -12.73%. Use the drawdown chart below to compare losses from any high point for WELV.DE and XU61.DE.
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Drawdown Indicators
| WELV.DE | XU61.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -12.73% | -8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -5.90% | -8.46% |
Max Drawdown (3Y)Largest decline over 3 years | -21.27% | — | — |
Current DrawdownCurrent decline from peak | -1.63% | -1.75% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -1.39% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 1.46% | +2.05% |
Volatility
WELV.DE vs. XU61.DE - Volatility Comparison
Amundi S&P Global Materials ESG UCITS ETF EUR Dist (WELV.DE) has a higher volatility of 6.61% compared to BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR (XU61.DE) at 3.30%. This indicates that WELV.DE's price experiences larger fluctuations and is considered to be riskier than XU61.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 | XU61.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 3.30% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 7.78% | +7.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.02% | 10.06% | +7.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 10.63% | +6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 10.63% | +6.36% |
WELV.DE vs. XU61.DE - Expense Ratio Comparison
WELV.DE has a 0.18% expense ratio, which is lower than XU61.DE's 0.31% expense ratio.
Dividends
WELV.DE vs. XU61.DE - Dividend Comparison
WELV.DE's dividend yield for the trailing twelve months is around 1.43%, while XU61.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% |
XU61.DE BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELV.DE and XU61.DE have a correlation of 0.46, 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 0.31% for XU61.DE.
WELV.DE is categorized as Industrials Equities, while XU61.DE is Global Equities. WELV.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials, while XU61.DE tracks ECPI Global ESG Infrastructure Equity Index. They also come from different issuers: Amundi and BNP Paribas Easy. Their fees differ too: 0.18% for WELV.DE and 0.31% for XU61.DE.
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