XDG3.DE vs. WELS.DE
XDG3.DE (Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C) and WELS.DE (Amundi S&P Global Health Care ESG UCITS ETF EUR Acc) are both Health & Biotech Equities funds - XDG3.DE tracks the MSCI ACWI IMI SDG 3 Good Health and Well-being Select while WELS.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. Both are passively managed. Over the past 3 years, XDG3.DE returned 1.94%/yr vs 2.22%/yr for WELS.DE. Their correlation of 0.90 suggests significant overlap in exposure. XDG3.DE charges 0.35%/yr vs 0.18%/yr for WELS.DE.
Performance
XDG3.DE vs. WELS.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDG3.DE achieves a -6.02% return, which is significantly lower than WELS.DE's -3.35% return.
XDG3.DE
- 1D
- 2.88%
- 1M
- 2.53%
- YTD
- -6.02%
- 6M
- -6.54%
- 1Y
- 2.67%
- 3Y*
- 1.94%
- 5Y*
- —
- 10Y*
- —
WELS.DE
- 1D
- 2.97%
- 1M
- 3.85%
- YTD
- -3.35%
- 6M
- -2.89%
- 1Y
- 7.18%
- 3Y*
- 2.22%
- 5Y*
- —
- 10Y*
- —
XDG3.DE vs. WELS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDG3.DE Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | -6.02% | 1.47% | 9.58% | 2.52% |
WELS.DE Amundi S&P Global Health Care ESG UCITS ETF EUR Acc | -3.35% | 1.05% | 7.20% | 3.91% |
Correlation
The correlation between XDG3.DE and WELS.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.90 |
The correlation between XDG3.DE and WELS.DE has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
XDG3.DE vs. WELS.DE — Risk / Return Rank
XDG3.DE
WELS.DE
XDG3.DE vs. WELS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) and Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.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.
| XDG3.DE | WELS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.09 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.56 | -0.38 |
| Martin ratioReturn relative to average drawdown | 0.44 | 1.30 | -0.85 |
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
| XDG3.DE | WELS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.47 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.22 | -0.06 |
Drawdowns
XDG3.DE vs. WELS.DE - Drawdown Comparison
The maximum XDG3.DE drawdown since its inception was -20.49%, smaller than the maximum WELS.DE drawdown of -23.13%. Use the drawdown chart below to compare losses from any high point for XDG3.DE and WELS.DE.
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Drawdown Indicators
| XDG3.DE | WELS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.49% | -23.13% | +2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -12.35% | -0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -23.13% | +2.64% |
Current DrawdownCurrent decline from peak | -11.91% | -12.08% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -7.30% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 5.34% | -0.05% |
Volatility
XDG3.DE vs. WELS.DE - Volatility Comparison
The current volatility for Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) is 4.95%, while Amundi S&P Global Health Care ESG UCITS ETF EUR Acc (WELS.DE) has a volatility of 5.27%. This indicates that XDG3.DE experiences smaller price fluctuations and is considered to be less risky than WELS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDG3.DE | WELS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.27% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 10.22% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 14.60% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 13.59% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.31% | 13.59% | -0.28% |
XDG3.DE vs. WELS.DE - Expense Ratio Comparison
XDG3.DE has a 0.35% expense ratio, which is higher than WELS.DE's 0.18% expense ratio.
Dividends
XDG3.DE vs. WELS.DE - Dividend Comparison
Neither XDG3.DE nor WELS.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.92, XDG3.DE and WELS.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, WELS.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELS.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XDG3.DE.
XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select, while WELS.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.35% for XDG3.DE and 0.18% for WELS.DE.
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