WELX.DE vs. LTCM.DE
WELX.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc) and LTCM.DE (Lyxor STOXX Europe 600 Telecommunications UCITS ETF Acc) are both Communications Equities funds from Amundi - WELX.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services while LTCM.DE tracks the STOXX® Europe 600 Telecommunications. Both are passively managed. Over the past 3 years, WELX.DE returned 21.53%/yr vs 21.21%/yr for LTCM.DE. At a 0.13 correlation, their price movements are largely independent. WELX.DE charges 0.18%/yr vs 0.30%/yr for LTCM.DE.
Performance
WELX.DE vs. LTCM.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 LTCM.DE's 26.77% return.
WELX.DE
- 1D
- 0.98%
- 1M
- -0.36%
- YTD
- 2.94%
- 6M
- 0.12%
- 1Y
- 19.74%
- 3Y*
- 21.53%
- 5Y*
- —
- 10Y*
- —
LTCM.DE
- 1D
- -1.92%
- 1M
- 2.86%
- YTD
- 26.77%
- 6M
- 30.24%
- 1Y
- 23.56%
- 3Y*
- 21.21%
- 5Y*
- 10.43%
- 10Y*
- 4.00%
WELX.DE vs. LTCM.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% |
LTCM.DE Lyxor STOXX Europe 600 Telecommunications UCITS ETF Acc | 26.77% | 15.77% | 20.76% | 7.89% | -0.38% |
Correlation
The correlation between WELX.DE and LTCM.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.13 |
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Return for Risk
WELX.DE vs. LTCM.DE — Risk / Return Rank
WELX.DE
LTCM.DE
WELX.DE vs. LTCM.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 Lyxor STOXX Europe 600 Telecommunications UCITS ETF Acc (LTCM.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 | LTCM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 3.14 | -1.72 |
| Martin ratioReturn relative to average drawdown | 4.34 | 6.46 | -2.11 |
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 | LTCM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.57 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.80 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.22 | +1.08 |
Drawdowns
WELX.DE vs. LTCM.DE - Drawdown Comparison
The maximum WELX.DE drawdown since its inception was -25.19%, smaller than the maximum LTCM.DE drawdown of -47.69%. Use the drawdown chart below to compare losses from any high point for WELX.DE and LTCM.DE.
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Drawdown Indicators
| WELX.DE | LTCM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.19% | -47.69% | +22.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -7.67% | -7.21% |
Max Drawdown (3Y)Largest decline over 3 years | -25.19% | -9.60% | -15.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.91% | — |
Current DrawdownCurrent decline from peak | -2.38% | -2.38% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -21.45% | +17.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.48% | +1.38% |
Volatility
WELX.DE vs. LTCM.DE - Volatility Comparison
The current volatility for Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) is 4.16%, while Lyxor STOXX Europe 600 Telecommunications UCITS ETF Acc (LTCM.DE) has a volatility of 6.12%. This indicates that WELX.DE experiences smaller price fluctuations and is considered to be less risky than LTCM.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 | LTCM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 6.12% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 12.40% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 15.36% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 15.74% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 18.36% | +0.07% |
WELX.DE vs. LTCM.DE - Expense Ratio Comparison
WELX.DE has a 0.18% expense ratio, which is lower than LTCM.DE's 0.30% expense ratio.
Dividends
WELX.DE vs. LTCM.DE - Dividend Comparison
Neither WELX.DE nor LTCM.DE has paid dividends to shareholders.
Frequently Asked Questions
WELX.DE and LTCM.DE have a correlation of 0.11, 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 0.30% for LTCM.DE.
WELX.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while LTCM.DE tracks STOXX® Europe 600 Telecommunications. Their fees differ too: 0.18% for WELX.DE and 0.30% for LTCM.DE.
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