WF1E.DE vs. WELK.DE
Compare and contrast key facts about Invesco S&P World Financials ESG UCITS ETF Acc (WF1E.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE).
WF1E.DE and WELK.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WF1E.DE is a passively managed fund by Invesco that tracks the performance of the S&P Developed Ex-Korea LargeMidCap ESG Enhanced Financials. It was launched on Apr 12, 2023. WELK.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. Both WF1E.DE and WELK.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
WF1E.DE vs. WELK.DE - Performance Comparison
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WF1E.DE vs. WELK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WF1E.DE Invesco S&P World Financials ESG UCITS ETF Acc | -4.23% | 13.85% | 32.68% | 14.22% |
WELK.DE Amundi S&P Global Financials ESG UCITS ETF EUR Acc | -4.11% | 17.19% | 33.74% | 13.43% |
Returns By Period
The year-to-date returns for both investments are quite close, with WF1E.DE having a -4.23% return and WELK.DE slightly higher at -4.11%.
WF1E.DE
- 1D
- 0.05%
- 1M
- -0.33%
- YTD
- -4.23%
- 6M
- 2.53%
- 1Y
- 5.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WELK.DE
- 1D
- -0.20%
- 1M
- -0.20%
- YTD
- -4.11%
- 6M
- 2.62%
- 1Y
- 9.08%
- 3Y*
- 20.18%
- 5Y*
- —
- 10Y*
- —
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WF1E.DE vs. WELK.DE - Expense Ratio Comparison
Both WF1E.DE and WELK.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
WF1E.DE vs. WELK.DE — Risk / Return Rank
WF1E.DE
WELK.DE
WF1E.DE vs. WELK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P World Financials ESG UCITS ETF Acc (WF1E.DE) and Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.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.
| WF1E.DE | WELK.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 0.49 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.53 | 0.77 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.55 | -0.32 |
Martin ratioReturn relative to average drawdown | 3.84 | 5.10 | -1.26 |
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
| WF1E.DE | WELK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 0.49 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 1.26 | 0.00 |
Correlation
The correlation between WF1E.DE and WELK.DE is 0.96, 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
WF1E.DE vs. WELK.DE - Dividend Comparison
Neither WF1E.DE nor WELK.DE has paid dividends to shareholders.
Drawdowns
WF1E.DE vs. WELK.DE - Drawdown Comparison
The maximum WF1E.DE drawdown since its inception was -19.97%, roughly equal to the maximum WELK.DE drawdown of -20.08%. Use the drawdown chart below to compare losses from any high point for WF1E.DE and WELK.DE.
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Drawdown Indicators
| WF1E.DE | WELK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.97% | -20.08% | +0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -10.47% | -0.09% |
Current DrawdownCurrent decline from peak | -5.85% | -6.30% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -2.66% | -3.21% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 2.93% | -0.08% |
Volatility
WF1E.DE vs. WELK.DE - Volatility Comparison
The current volatility for Invesco S&P World Financials ESG UCITS ETF Acc (WF1E.DE) is 4.83%, while Amundi S&P Global Financials ESG UCITS ETF EUR Acc (WELK.DE) has a volatility of 5.19%. This indicates that WF1E.DE experiences smaller price fluctuations and is considered to be less risky than WELK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WF1E.DE | WELK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.19% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 10.41% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.40% | 18.41% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 15.37% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 15.37% | -0.75% |