WELY.DE vs. XUFN.DE
Compare and contrast key facts about Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) and Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.DE).
WELY.DE and XUFN.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WELY.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials. It was launched on Sep 20, 2022. XUFN.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA Financials. It was launched on Sep 12, 2017. Both WELY.DE and XUFN.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WELY.DE vs. XUFN.DE - Performance Comparison
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WELY.DE vs. XUFN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | -4.33% | 17.51% | 33.70% | 12.61% | 9.80% |
XUFN.DE Xtrackers MSCI USA Financials UCITS ETF 1D | -9.12% | 3.41% | 38.69% | 10.96% | 1.62% |
Returns By Period
In the year-to-date period, WELY.DE achieves a -4.33% return, which is significantly higher than XUFN.DE's -9.12% return.
WELY.DE
- 1D
- 2.25%
- 1M
- -1.44%
- YTD
- -4.33%
- 6M
- 1.92%
- 1Y
- 8.97%
- 3Y*
- 20.28%
- 5Y*
- —
- 10Y*
- —
XUFN.DE
- 1D
- 1.09%
- 1M
- -1.85%
- YTD
- -9.12%
- 6M
- -6.05%
- 1Y
- -4.68%
- 3Y*
- 15.72%
- 5Y*
- 10.03%
- 10Y*
- —
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WELY.DE vs. XUFN.DE - Expense Ratio Comparison
WELY.DE has a 0.18% expense ratio, which is higher than XUFN.DE's 0.12% 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%.
Return for Risk
WELY.DE vs. XUFN.DE — Risk / Return Rank
WELY.DE
XUFN.DE
WELY.DE vs. XUFN.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 Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.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 | XUFN.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | -0.23 | +0.73 |
Sortino ratioReturn per unit of downside risk | 0.76 | -0.18 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.98 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | -0.36 | +1.23 |
Martin ratioReturn relative to average drawdown | 2.82 | -0.97 | +3.80 |
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 | XUFN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | -0.23 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.50 | +0.80 |
Correlation
The correlation between WELY.DE and XUFN.DE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WELY.DE vs. XUFN.DE - Dividend Comparison
WELY.DE's dividend yield for the trailing twelve months is around 2.24%, more than XUFN.DE's 1.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WELY.DE Amundi S&P Global Financials ESG UCITS ETF EUR Dist | 2.24% | 2.01% | 1.54% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUFN.DE Xtrackers MSCI USA Financials UCITS ETF 1D | 1.21% | 1.17% | 1.08% | 1.66% | 2.69% | 1.25% | 1.34% | 3.46% | 0.66% |
Drawdowns
WELY.DE vs. XUFN.DE - Drawdown Comparison
The maximum WELY.DE drawdown since its inception was -19.85%, smaller than the maximum XUFN.DE drawdown of -43.39%. Use the drawdown chart below to compare losses from any high point for WELY.DE and XUFN.DE.
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Drawdown Indicators
| WELY.DE | XUFN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.85% | -43.39% | +23.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -15.12% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.03% | — |
Current DrawdownCurrent decline from peak | -6.22% | -13.69% | +7.47% |
Average DrawdownAverage peak-to-trough decline | -3.19% | -7.75% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 4.95% | -1.77% |
Volatility
WELY.DE vs. XUFN.DE - Volatility Comparison
Amundi S&P Global Financials ESG UCITS ETF EUR Dist (WELY.DE) has a higher volatility of 5.26% compared to Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.DE) at 4.50%. This indicates that WELY.DE's price experiences larger fluctuations and is considered to be riskier than XUFN.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 | XUFN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 4.50% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.15% | 11.10% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 20.15% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 18.67% | -3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.02% | 21.73% | -6.71% |