XDG7.DE vs. WELN.DE
XDG7.DE (Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C) and WELN.DE (Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc) are both Energy Equities funds - XDG7.DE tracks the MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select while WELN.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. Both are passively managed. Over the past 3 years, XDG7.DE returned 4.63%/yr vs 14.42%/yr for WELN.DE. At a 0.22 correlation, their price movements are largely independent. XDG7.DE charges 0.35%/yr vs 0.18%/yr for WELN.DE.
Performance
XDG7.DE vs. WELN.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with XDG7.DE having a 34.27% return and WELN.DE slightly lower at 33.78%.
XDG7.DE
- 1D
- -2.33%
- 1M
- 2.75%
- YTD
- 34.27%
- 6M
- 33.93%
- 1Y
- 72.40%
- 3Y*
- 4.63%
- 5Y*
- —
- 10Y*
- —
WELN.DE
- 1D
- -0.46%
- 1M
- -1.01%
- YTD
- 33.78%
- 6M
- 30.28%
- 1Y
- 42.71%
- 3Y*
- 14.42%
- 5Y*
- —
- 10Y*
- —
XDG7.DE vs. WELN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDG7.DE Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 34.27% | 23.57% | -15.19% | -25.56% |
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 33.78% | -1.37% | 8.67% | -5.65% |
Correlation
The correlation between XDG7.DE and WELN.DE is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2023 | 0.22 |
The correlation between XDG7.DE and WELN.DE shifts across timeframes, from -0.03 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDG7.DE vs. WELN.DE — Risk / Return Rank
XDG7.DE
WELN.DE
XDG7.DE vs. WELN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) and Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.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.
| XDG7.DE | WELN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.37 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | 3.44 | +0.75 |
| Martin ratioReturn relative to average drawdown | 10.86 | 11.82 | -0.96 |
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
| XDG7.DE | WELN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.17 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.60 | -0.54 |
Drawdowns
XDG7.DE vs. WELN.DE - Drawdown Comparison
The maximum XDG7.DE drawdown since its inception was -48.68%, which is greater than WELN.DE's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for XDG7.DE and WELN.DE.
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Drawdown Indicators
| XDG7.DE | WELN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.68% | -23.29% | -25.39% |
Max Drawdown (1Y)Largest decline over 1 year | -17.21% | -12.35% | -4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -43.66% | -23.29% | -20.37% |
Current DrawdownCurrent decline from peak | -2.95% | -4.95% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -26.59% | -7.87% | -18.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 3.60% | +3.04% |
Volatility
XDG7.DE vs. WELN.DE - Volatility Comparison
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C (XDG7.DE) has a higher volatility of 7.88% compared to Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) at 6.50%. This indicates that XDG7.DE's price experiences larger fluctuations and is considered to be riskier than WELN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDG7.DE | WELN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 6.50% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 16.38% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.00% | 19.61% | +10.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.08% | 19.90% | +4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 19.90% | +4.18% |
XDG7.DE vs. WELN.DE - Expense Ratio Comparison
XDG7.DE has a 0.35% expense ratio, which is higher than WELN.DE's 0.18% expense ratio.
Dividends
XDG7.DE vs. WELN.DE - Dividend Comparison
Neither XDG7.DE nor WELN.DE has paid dividends to shareholders.
Frequently Asked Questions
XDG7.DE and WELN.DE have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WELN.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELN.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for XDG7.DE.
XDG7.DE tracks MSCI ACWI IMI SDG 7 Affordable and Clean Energy Select, while WELN.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.35% for XDG7.DE and 0.18% for WELN.DE.
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