WELY.DE vs. EXX1.DE
WELY.DE (Amundi S&P Global Financials ESG UCITS ETF EUR Dist) and EXX1.DE (iShares EURO STOXX Banks 30-15 UCITS ETF (DE)) are both Financials Equities funds - WELY.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials while EXX1.DE tracks the EURO STOXX® Banks 30-15. Both are passively managed. Over the past 3 years, WELY.DE returned 21.58%/yr vs 45.42%/yr for EXX1.DE. A 0.64 correlation means they provide meaningful diversification when combined. WELY.DE charges 0.18%/yr vs 0.52%/yr for EXX1.DE.
Performance
WELY.DE vs. EXX1.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 EXX1.DE's 5.47% return.
WELY.DE
- 1D
- 1.93%
- 1M
- 2.92%
- YTD
- 1.63%
- 6M
- 6.08%
- 1Y
- 13.80%
- 3Y*
- 21.58%
- 5Y*
- —
- 10Y*
- —
EXX1.DE
- 1D
- 0.88%
- 1M
- 6.39%
- YTD
- 5.47%
- 6M
- 12.15%
- 1Y
- 41.16%
- 3Y*
- 45.42%
- 5Y*
- 28.85%
- 10Y*
- 14.90%
WELY.DE vs. EXX1.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% |
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 5.47% | 90.63% | 30.20% | 30.03% | 22.39% |
Correlation
The correlation between WELY.DE and EXX1.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.64 |
The correlation between WELY.DE and EXX1.DE has been stable across timeframes, ranging from 0.62 to 0.68 - a consistent structural relationship.
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Return for Risk
WELY.DE vs. EXX1.DE — Risk / Return Rank
WELY.DE
EXX1.DE
WELY.DE vs. EXX1.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 EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.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 | EXX1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.41 | -0.97 |
| Martin ratioReturn relative to average drawdown | 4.49 | 7.65 | -3.16 |
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 | EXX1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.74 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.13 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.10 | +1.26 |
Drawdowns
WELY.DE vs. EXX1.DE - Drawdown Comparison
The maximum WELY.DE drawdown since its inception was -19.85%, smaller than the maximum EXX1.DE drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for WELY.DE and EXX1.DE.
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Drawdown Indicators
| WELY.DE | EXX1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.85% | -84.32% | +64.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -16.98% | +7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.85% | -20.17% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.43% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.57% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -49.66% | +46.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 5.36% | -2.30% |
Volatility
WELY.DE vs. EXX1.DE - Volatility Comparison
The current volatility for Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) is 3.50%, while iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) has a volatility of 5.65%. This indicates that WELY.DE experiences smaller price fluctuations and is considered to be less risky than EXX1.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 | EXX1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 5.65% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 18.82% | -8.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 23.58% | -9.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.95% | 25.22% | -10.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 28.34% | -13.39% |
WELY.DE vs. EXX1.DE - Expense Ratio Comparison
WELY.DE has a 0.18% expense ratio, which is lower than EXX1.DE's 0.52% expense ratio.
Dividends
WELY.DE vs. EXX1.DE - Dividend Comparison
WELY.DE's dividend yield for the trailing twelve months is around 2.11%, less than EXX1.DE's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 3.59% | 3.40% | 5.16% | 4.44% | 7.03% | 0.75% | 1.20% | 4.32% | 4.44% | 7.30% | 3.48% | 2.67% |
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 EXX1.DE have a correlation of 0.68, 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 0.52% for EXX1.DE.
WELY.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials, while EXX1.DE tracks EURO STOXX® Banks 30-15. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for WELY.DE and 0.52% for EXX1.DE.
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