WELX.DE vs. SCHG
WELX.DE (Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc) and SCHG (Schwab U.S. Large-Cap Growth 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 SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Over the past 3 years, WELX.DE returned 21.53%/yr vs 21.69%/yr for SCHG. A 0.53 correlation means they provide meaningful diversification when combined. WELX.DE charges 0.18%/yr vs 0.04%/yr for SCHG.
Performance
WELX.DE vs. SCHG - Performance Comparison
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Different Trading Currencies
WELX.DE is traded in EUR, while SCHG is traded in USD. To make them comparable, the SCHG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, WELX.DE achieves a 2.94% return, which is significantly lower than SCHG's 8.00% return.
WELX.DE
- 1D
- 0.98%
- 1M
- -0.36%
- YTD
- 2.94%
- 6M
- 0.12%
- 1Y
- 19.74%
- 3Y*
- 21.53%
- 5Y*
- —
- 10Y*
- —
SCHG
- 1D
- 0.00%
- 1M
- 4.08%
- YTD
- 8.00%
- 6M
- 5.93%
- 1Y
- 23.77%
- 3Y*
- 21.69%
- 5Y*
- 16.75%
- 10Y*
- 18.47%
WELX.DE vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 5.62% | 3.56% | 43.86% | 45.60% | -8.29% |
Correlation
The correlation between WELX.DE and SCHG is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.53 |
The correlation between WELX.DE and SCHG has been stable across timeframes, ranging from 0.52 to 0.57 - a consistent structural relationship.
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Return for Risk
WELX.DE vs. SCHG — Risk / Return Rank
WELX.DE
SCHG
WELX.DE vs. SCHG - 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 Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.53 | -0.11 |
| Martin ratioReturn relative to average drawdown | 4.34 | 4.41 | -0.07 |
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 | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.51 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.92 | +0.39 |
Drawdowns
WELX.DE vs. SCHG - Drawdown Comparison
The maximum WELX.DE drawdown since its inception was -25.19%, smaller than the maximum SCHG drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for WELX.DE and SCHG.
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Drawdown Indicators
| WELX.DE | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.19% | -31.88% | +6.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -15.64% | +0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -25.19% | -28.18% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.34% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.88% | — |
Current DrawdownCurrent decline from peak | -2.38% | -1.27% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -5.23% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 5.40% | -0.54% |
Volatility
WELX.DE vs. SCHG - Volatility Comparison
Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) has a higher volatility of 4.16% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 2.87%. This indicates that WELX.DE's price experiences larger fluctuations and is considered to be riskier than SCHG 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 | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 2.87% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 11.10% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 15.82% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 21.96% | -3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 21.86% | -3.43% |
WELX.DE vs. SCHG - Expense Ratio Comparison
WELX.DE has a 0.18% expense ratio, which is higher than SCHG's 0.04% 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. SCHG - Dividend Comparison
WELX.DE has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.37%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 0.37% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
WELX.DE Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELX.DE and SCHG have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.18% for WELX.DE.
WELX.DE is categorized as Communications Equities, while SCHG is Large Cap Growth Equities. WELX.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: Amundi and Charles Schwab. Their fees differ too: 0.18% for WELX.DE and 0.04% for SCHG.
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