XDWS.DE vs. WELM.DE
XDWS.DE (Xtrackers MSCI World Consumer Staples UCITS ETF 1C) and WELM.DE (Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - XDWS.DE tracks the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR while WELM.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. Both are passively managed. Over the past 3 years, XDWS.DE returned 3.32%/yr vs 0.41%/yr for WELM.DE. Their correlation of 0.84 suggests significant overlap in exposure. XDWS.DE charges 0.25%/yr vs 0.18%/yr for WELM.DE.
Performance
XDWS.DE vs. WELM.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XDWS.DE achieves a 4.43% return, which is significantly higher than WELM.DE's 2.90% return.
XDWS.DE
- 1D
- -0.24%
- 1M
- -1.84%
- YTD
- 4.43%
- 6M
- 4.20%
- 1Y
- -0.89%
- 3Y*
- 3.32%
- 5Y*
- 4.93%
- 10Y*
- 5.34%
WELM.DE
- 1D
- -0.22%
- 1M
- -2.14%
- YTD
- 2.90%
- 6M
- 2.13%
- 1Y
- -3.32%
- 3Y*
- 0.41%
- 5Y*
- —
- 10Y*
- —
XDWS.DE vs. WELM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XDWS.DE Xtrackers MSCI World Consumer Staples UCITS ETF 1C | 4.43% | -3.34% | 12.56% | -1.53% | 1.67% |
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.90% | -6.92% | 9.50% | -2.21% | 2.15% |
Correlation
The correlation between XDWS.DE and WELM.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2022 | 0.84 |
The correlation between XDWS.DE and WELM.DE has been stable across timeframes, ranging from 0.84 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XDWS.DE vs. WELM.DE — Risk / Return Rank
XDWS.DE
WELM.DE
XDWS.DE vs. WELM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Consumer Staples UCITS ETF 1C (XDWS.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.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.
| XDWS.DE | WELM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.97 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | -0.37 | +0.27 |
| Martin ratioReturn relative to average drawdown | -0.20 | -0.70 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XDWS.DE | WELM.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | -0.27 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.13 | +0.32 |
Drawdowns
XDWS.DE vs. WELM.DE - Drawdown Comparison
The maximum XDWS.DE drawdown since its inception was -22.95%, which is greater than WELM.DE's maximum drawdown of -13.66%. Use the drawdown chart below to compare losses from any high point for XDWS.DE and WELM.DE.
Loading charts...
Drawdown Indicators
| XDWS.DE | WELM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.95% | -13.66% | -9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -9.30% | +0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -11.90% | -13.66% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -12.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.95% | — | — |
Current DrawdownCurrent decline from peak | -7.60% | -8.92% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -5.59% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 5.63% | -1.29% |
Volatility
XDWS.DE vs. WELM.DE - Volatility Comparison
Xtrackers MSCI World Consumer Staples UCITS ETF 1C (XDWS.DE) and Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) have volatilities of 5.00% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XDWS.DE | WELM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 5.09% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 10.23% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 12.75% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.35% | 12.50% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.19% | 12.50% | -0.31% |
XDWS.DE vs. WELM.DE - Expense Ratio Comparison
XDWS.DE has a 0.25% expense ratio, which is higher than WELM.DE's 0.18% 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%.
Dividends
XDWS.DE vs. WELM.DE - Dividend Comparison
XDWS.DE has not paid dividends to shareholders, while WELM.DE's dividend yield for the trailing twelve months is around 2.27%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WELM.DE Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist | 2.27% | 2.18% | 2.02% | 2.48% |
XDWS.DE Xtrackers MSCI World Consumer Staples UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, XDWS.DE and WELM.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, WELM.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WELM.DE is cheaper with a 0.18% expense ratio, compared with 0.25% for XDWS.DE.
XDWS.DE tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while WELM.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.25% for XDWS.DE and 0.18% for WELM.DE.
Find the right allocation for XDWS.DE and WELM.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer