WELY.DE vs. EXV1.DE
WELY.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Dist) and EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) are both Financials Equities funds - WELY.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials while EXV1.DE tracks the STOXX® Europe 600 Banks. Both are passively managed. Over the past 3 years, WELY.DE returned 21.58%/yr vs 42.40%/yr for EXV1.DE. A 0.69 correlation means they provide meaningful diversification when combined. WELY.DE charges 0.18%/yr vs 0.47%/yr for EXV1.DE.
Performance
WELY.DE vs. EXV1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WELY.DE achieves a 1.63% return, which is significantly lower than EXV1.DE's 7.43% return.
WELY.DE
- 1D
- 1.93%
- 1M
- 2.92%
- YTD
- 1.63%
- 6M
- 6.08%
- 1Y
- 13.80%
- 3Y*
- 21.58%
- 5Y*
- —
- 10Y*
- —
EXV1.DE
- 1D
- 0.48%
- 1M
- 6.06%
- YTD
- 7.43%
- 6M
- 14.49%
- 1Y
- 41.06%
- 3Y*
- 42.40%
- 5Y*
- 27.92%
- 10Y*
- 14.23%
WELY.DE vs. EXV1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 1.63% | 17.51% | 33.70% | 12.61% | 9.80% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 7.43% | 77.02% | 32.97% | 26.28% | 19.25% |
Correlation
The correlation between WELY.DE and EXV1.DE is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.69 |
The correlation between WELY.DE and EXV1.DE has been stable across timeframes, ranging from 0.68 to 0.74 - a consistent structural relationship.
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Return for Risk
WELY.DE vs. EXV1.DE — Risk / Return Rank
WELY.DE
EXV1.DE
WELY.DE vs. EXV1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.
| WELY.DE | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.55 | -1.11 |
| Martin ratioReturn relative to average drawdown | 4.49 | 8.70 | -4.21 |
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
| WELY.DE | EXV1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.85 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.21 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.10 | +1.26 |
Drawdowns
WELY.DE vs. EXV1.DE - Drawdown Comparison
The maximum WELY.DE drawdown since its inception was -19.85%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for WELY.DE and EXV1.DE.
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Drawdown Indicators
| WELY.DE | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.85% | -82.30% | +62.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -16.03% | +6.51% |
Max Drawdown (3Y)Largest decline over 3 years | -19.85% | -20.12% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.14% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.37% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -44.64% | +41.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 4.71% | -1.65% |
Volatility
WELY.DE vs. EXV1.DE - Volatility Comparison
The current volatility for Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) is 3.50%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 5.77%. This indicates that WELY.DE experiences smaller price fluctuations and is considered to be less risky than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WELY.DE | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 5.77% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 17.93% | -7.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 22.06% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.95% | 22.83% | -7.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 25.03% | -10.08% |
WELY.DE vs. EXV1.DE - Expense Ratio Comparison
WELY.DE has a 0.18% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Dividends
WELY.DE vs. EXV1.DE - Dividend Comparison
WELY.DE's dividend yield for the trailing twelve months is around 2.11%, less than EXV1.DE's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.59% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 2.11% | 2.01% | 1.54% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WELY.DE and EXV1.DE have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELY.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELY.DE is cheaper with a 0.18% expense ratio, compared with 0.47% for EXV1.DE.
WELY.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while EXV1.DE tracks STOXX® Europe 600 Banks. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELY.DE and 0.47% for EXV1.DE.
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