WELX.DE vs. DXSG.DE
WELX.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc) and DXSG.DE (Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C) are both Communications Equities funds - WELX.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services while DXSG.DE tracks the MSCI Europe Communication Services ESG Screened 20-35. Both are passively managed. Over the past 3 years, WELX.DE returned 21.53%/yr vs 9.90%/yr for DXSG.DE. At a 0.31 correlation, their price movements are largely independent. WELX.DE charges 0.18%/yr vs 0.17%/yr for DXSG.DE.
Performance
WELX.DE vs. DXSG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELX.DE achieves a 2.94% return, which is significantly lower than DXSG.DE's 5.28% return.
WELX.DE
- 1D
- 0.98%
- 1M
- -0.36%
- YTD
- 2.94%
- 6M
- 0.12%
- 1Y
- 19.74%
- 3Y*
- 21.53%
- 5Y*
- —
- 10Y*
- —
DXSG.DE
- 1D
- -0.08%
- 1M
- 3.12%
- YTD
- 5.28%
- 6M
- 6.42%
- 1Y
- -9.16%
- 3Y*
- 9.90%
- 5Y*
- 5.78%
- 10Y*
- 1.87%
WELX.DE vs. DXSG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELX.DE Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc | 2.94% | 16.08% | 35.06% | 46.63% | -6.87% |
DXSG.DE Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C | 5.28% | 4.40% | 16.70% | 16.80% | 2.90% |
Correlation
The correlation between WELX.DE and DXSG.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.31 |
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Return for Risk
WELX.DE vs. DXSG.DE — Risk / Return Rank
WELX.DE
DXSG.DE
WELX.DE vs. DXSG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) and Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C (DXSG.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.
| WELX.DE | DXSG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.90 | ||
| Sortino ratioReturn per unit of downside risk | +2.63 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.92 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.48 | +1.90 |
| Martin ratioReturn relative to average drawdown | 4.34 | -0.91 | +5.25 |
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
| WELX.DE | DXSG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | -0.57 | +1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.42 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.17 | +1.14 |
Drawdowns
WELX.DE vs. DXSG.DE - Drawdown Comparison
The maximum WELX.DE drawdown since its inception was -25.19%, smaller than the maximum DXSG.DE drawdown of -47.38%. Use the drawdown chart below to compare losses from any high point for WELX.DE and DXSG.DE.
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Drawdown Indicators
| WELX.DE | DXSG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.19% | -47.38% | +22.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -16.98% | +2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -25.19% | -17.28% | -7.91% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.33% | — |
Current DrawdownCurrent decline from peak | -2.38% | -9.16% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -19.89% | +15.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 8.89% | -4.03% |
Volatility
WELX.DE vs. DXSG.DE - Volatility Comparison
The current volatility for Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) is 4.16%, while Xtrackers MSCI Europe Communication Services ESG Screened UCITS ETF 1C (DXSG.DE) has a volatility of 5.43%. This indicates that WELX.DE experiences smaller price fluctuations and is considered to be less risky than DXSG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELX.DE | DXSG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 5.43% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 12.35% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 14.82% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 13.73% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 15.88% | +2.55% |
WELX.DE vs. DXSG.DE - Expense Ratio Comparison
WELX.DE has a 0.18% expense ratio, which is higher than DXSG.DE's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WELX.DE vs. DXSG.DE - Dividend Comparison
Neither WELX.DE nor DXSG.DE has paid dividends to shareholders.
Frequently Asked Questions
WELX.DE and DXSG.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DXSG.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DXSG.DE is cheaper with a 0.17% expense ratio, compared with 0.18% for WELX.DE.
WELX.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while DXSG.DE tracks MSCI Europe Communication Services ESG Screened 20-35. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELX.DE and 0.17% for DXSG.DE.
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