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WELX.DE vs. XNGI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WELX.DE vs. XNGI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) and Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C (XNGI.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WELX.DE achieves a 4.06% return, which is significantly lower than XNGI.DE's 12.63% return.


WELX.DE

1D
0.00%
1M
3.70%
6M
4.32%
YTD
4.06%
1Y
17.61%
3Y*
22.10%
5Y*
10Y*

XNGI.DE

1D
0.00%
1M
-1.92%
6M
12.84%
YTD
12.63%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELX.DE vs. XNGI.DE - Yearly Performance Comparison


Correlation

The correlation between WELX.DE and XNGI.DE is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 11, 2025

0.59

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Return for Risk

WELX.DE vs. XNGI.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WELX.DE
WELX.DE Risk / Return Rank: 3333
Overall Rank
WELX.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
WELX.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
WELX.DE Omega Ratio Rank: 3434
Omega Ratio Rank
WELX.DE Calmar Ratio Rank: 2929
Calmar Ratio Rank
WELX.DE Martin Ratio Rank: 3131
Martin Ratio Rank

XNGI.DE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WELX.DE vs. XNGI.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 Next Generation Internet Innovation UCITS ETF 1C (XNGI.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WELX.DEXNGI.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

1.18

Martin ratioReturn relative to average drawdown

3.43

WELX.DE vs. XNGI.DE - Sharpe Ratio Comparison


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Drawdowns

WELX.DE vs. XNGI.DE - Drawdown Comparison

The maximum WELX.DE drawdown since its inception was -25.19%, which is greater than XNGI.DE's maximum drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for WELX.DE and XNGI.DE.


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Drawdown Indicators


WELX.DEXNGI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.19%

-18.97%

-6.22%

Max Drawdown (1Y)

Largest decline over 1 year

-14.88%

Max Drawdown (3Y)

Largest decline over 3 years

-25.19%

Current Drawdown

Current decline from peak

-1.32%

-5.92%

+4.60%

Average Drawdown

Average peak-to-trough decline

-4.33%

-5.80%

+1.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.12%

Volatility

WELX.DE vs. XNGI.DE - Volatility Comparison


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Volatility by Period


WELX.DEXNGI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.31%

Volatility (6M)

Calculated over the trailing 6-month period

12.23%

Volatility (1Y)

Calculated over the trailing 1-year period

16.80%

19.82%

-3.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.70%

19.82%

-1.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.70%

19.82%

-1.12%

WELX.DE vs. XNGI.DE - Expense Ratio Comparison

WELX.DE has a 0.18% expense ratio, which is lower than XNGI.DE's 0.30% expense ratio.


Dividends

WELX.DE vs. XNGI.DE - Dividend Comparison

Neither WELX.DE nor XNGI.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


WELX.DE and XNGI.DE have a correlation of 0.59, 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 XNGI.DE.

WELX.DE is categorized as Communications Equities, while XNGI.DE is Technology Equities. WELX.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services, while XNGI.DE tracks MSCI ACWI IMI Next Generation Internet Innovation Select ESG Screened 100. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.18% for WELX.DE and 0.30% for XNGI.DE.

Portfolio Optimizer

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