WELX.DE vs. LSMC.DE
WELX.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - WELX.DE is a Communications Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, WELX.DE returned 21.53%/yr vs 62.06%/yr for LSMC.DE. A 0.55 correlation means they provide meaningful diversification when combined. WELX.DE charges 0.18%/yr vs 0.45%/yr for LSMC.DE.
Performance
WELX.DE vs. LSMC.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 LSMC.DE's 63.83% return.
WELX.DE
- 1D
- 0.98%
- 1M
- -0.36%
- YTD
- 2.94%
- 6M
- 0.12%
- 1Y
- 19.74%
- 3Y*
- 21.53%
- 5Y*
- —
- 10Y*
- —
LSMC.DE
- 1D
- -3.34%
- 1M
- 12.86%
- YTD
- 63.83%
- 6M
- 63.41%
- 1Y
- 126.99%
- 3Y*
- 62.06%
- 5Y*
- 36.20%
- 10Y*
- 28.49%
WELX.DE vs. LSMC.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% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 63.83% | 32.60% | 66.54% | 74.46% | 5.82% |
Correlation
The correlation between WELX.DE and LSMC.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.55 |
The correlation between WELX.DE and LSMC.DE has been stable across timeframes, ranging from 0.47 to 0.55 - a consistent structural relationship.
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Return for Risk
WELX.DE vs. LSMC.DE — Risk / Return Rank
WELX.DE
LSMC.DE
WELX.DE vs. LSMC.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 Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.59 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 10.37 | -8.95 |
| Martin ratioReturn relative to average drawdown | 4.34 | 32.83 | -28.48 |
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 | LSMC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 4.27 | -2.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.82 | +0.49 |
Drawdowns
WELX.DE vs. LSMC.DE - Drawdown Comparison
The maximum WELX.DE drawdown since its inception was -25.19%, smaller than the maximum LSMC.DE drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for WELX.DE and LSMC.DE.
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Drawdown Indicators
| WELX.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.19% | -39.77% | +14.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -12.53% | -2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -25.19% | -36.22% | +11.03% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.77% | — |
Current DrawdownCurrent decline from peak | -2.38% | -3.34% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -9.37% | +5.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.96% | +0.90% |
Volatility
WELX.DE vs. LSMC.DE - Volatility Comparison
The current volatility for Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) is 4.16%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.23%. This indicates that WELX.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.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 | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 11.23% | -7.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 22.18% | -11.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 30.40% | -14.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 31.21% | -12.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 26.06% | -7.63% |
WELX.DE vs. LSMC.DE - Expense Ratio Comparison
WELX.DE has a 0.18% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
WELX.DE vs. LSMC.DE - Dividend Comparison
Neither WELX.DE nor LSMC.DE has paid dividends to shareholders.
Frequently Asked Questions
WELX.DE and LSMC.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELX.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELX.DE is cheaper with a 0.18% expense ratio, compared with 0.45% for LSMC.DE.
WELX.DE is categorized as Communications Equities, while LSMC.DE is Semiconductors. WELX.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Their fees differ too: 0.18% for WELX.DE and 0.45% for LSMC.DE.
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