WELX.DE vs. IU5C.DE
Compare and contrast key facts about Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) and iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE).
WELX.DE and IU5C.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELX.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services. It was launched on Sep 20, 2022. IU5C.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Communication Services. It was launched on Sep 17, 2018. Both WELX.DE and IU5C.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WELX.DE or IU5C.DE.
Key characteristics
| WELX.DE | IU5C.DE | |
|---|---|---|
| YTD Return | 30.04% | 39.73% |
| 1Y Return | 37.13% | 45.22% |
| Sharpe Ratio | 2.14 | 2.76 |
| Sortino Ratio | 2.89 | 3.71 |
| Omega Ratio | 1.42 | 1.52 |
| Calmar Ratio | 2.58 | 3.87 |
| Martin Ratio | 7.52 | 13.38 |
| Ulcer Index | 4.65% | 3.25% |
| Daily Std Dev | 16.25% | 15.66% |
| Max Drawdown | -13.53% | -39.23% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between WELX.DE and IU5C.DE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WELX.DE vs. IU5C.DE - Performance Comparison
In the year-to-date period, WELX.DE achieves a 30.04% return, which is significantly lower than IU5C.DE's 39.73% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WELX.DE vs. IU5C.DE - Expense Ratio Comparison
WELX.DE has a 0.18% expense ratio, which is higher than IU5C.DE's 0.15% 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%.
Risk-Adjusted Performance
WELX.DE vs. IU5C.DE - Risk-Adjusted Performance 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 iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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.
Dividends
WELX.DE vs. IU5C.DE - Dividend Comparison
Neither WELX.DE nor IU5C.DE has paid dividends to shareholders.
Drawdowns
WELX.DE vs. IU5C.DE - Drawdown Comparison
The maximum WELX.DE drawdown since its inception was -13.53%, smaller than the maximum IU5C.DE drawdown of -39.23%. Use the drawdown chart below to compare losses from any high point for WELX.DE and IU5C.DE. For additional features, visit the drawdowns tool.
Volatility
WELX.DE vs. IU5C.DE - Volatility Comparison
Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) has a higher volatility of 4.91% compared to iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) at 4.50%. This indicates that WELX.DE's price experiences larger fluctuations and is considered to be riskier than IU5C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.