WELW.DE vs. SC04.DE
WELW.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc) and SC04.DE (Invesco European Household Sector UCITS ETF) are both Consumer Staples Equities funds - WELW.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples while SC04.DE tracks the STOXX® Europe 600 Optimised Personal & Household Goods. Both are passively managed. Over the past 3 years, WELW.DE returned -0.01%/yr vs -0.12%/yr for SC04.DE. At a 0.44 correlation, their price movements are largely independent. WELW.DE charges 0.18%/yr vs 0.20%/yr for SC04.DE.
Performance
WELW.DE vs. SC04.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELW.DE achieves a 3.14% return, which is significantly higher than SC04.DE's -10.69% return.
WELW.DE
- 1D
- -0.10%
- 1M
- -2.96%
- YTD
- 3.14%
- 6M
- 1.22%
- 1Y
- -2.11%
- 3Y*
- -0.01%
- 5Y*
- —
- 10Y*
- —
SC04.DE
- 1D
- -0.09%
- 1M
- -1.26%
- YTD
- -10.69%
- 6M
- -10.59%
- 1Y
- -3.77%
- 3Y*
- -0.12%
- 5Y*
- 0.82%
- 10Y*
- 4.39%
WELW.DE vs. SC04.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELW.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc | 3.14% | -7.11% | 9.48% | -1.99% | 5.34% |
SC04.DE Invesco European Household Sector UCITS ETF | -10.69% | 7.57% | 7.08% | 8.48% | 8.84% |
Correlation
The correlation between WELW.DE and SC04.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.44 |
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Return for Risk
WELW.DE vs. SC04.DE — Risk / Return Rank
WELW.DE
SC04.DE
WELW.DE vs. SC04.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc (WELW.DE) and Invesco European Household Sector UCITS ETF (SC04.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.
| WELW.DE | SC04.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.97 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.34 | -0.27 | -0.07 |
| Martin ratioReturn relative to average drawdown | -0.62 | -0.63 | 0.00 |
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
| WELW.DE | SC04.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | -0.25 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.05 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.58 | -0.39 |
Drawdowns
WELW.DE vs. SC04.DE - Drawdown Comparison
The maximum WELW.DE drawdown since its inception was -13.88%, smaller than the maximum SC04.DE drawdown of -29.42%. Use the drawdown chart below to compare losses from any high point for WELW.DE and SC04.DE.
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Drawdown Indicators
| WELW.DE | SC04.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.88% | -29.42% | +15.54% |
Max Drawdown (1Y)Largest decline over 1 year | -9.17% | -15.34% | +6.17% |
Max Drawdown (3Y)Largest decline over 3 years | -13.88% | -17.60% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.42% | — |
Current DrawdownCurrent decline from peak | -8.99% | -12.83% | +3.84% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -5.57% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 6.64% | -1.68% |
Volatility
WELW.DE vs. SC04.DE - Volatility Comparison
The current volatility for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Acc (WELW.DE) is 4.91%, while Invesco European Household Sector UCITS ETF (SC04.DE) has a volatility of 5.37%. This indicates that WELW.DE experiences smaller price fluctuations and is considered to be less risky than SC04.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELW.DE | SC04.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 5.37% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 13.25% | -2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 16.34% | -3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.48% | 17.15% | -5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.48% | 16.97% | -5.49% |
WELW.DE vs. SC04.DE - Expense Ratio Comparison
WELW.DE has a 0.18% expense ratio, which is lower than SC04.DE's 0.20% 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
WELW.DE vs. SC04.DE - Dividend Comparison
Neither WELW.DE nor SC04.DE has paid dividends to shareholders.
Frequently Asked Questions
WELW.DE and SC04.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELW.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for SC04.DE.
WELW.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples, while SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods. They also come from different issuers: Amundi and Invesco. Their fees differ too: 0.18% for WELW.DE and 0.20% for SC04.DE.
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