XHYA.DE vs. WELN.DE
XHYA.DE (Xtrackers EUR High Yield Corporate Bond UCITS ETF) and WELN.DE (Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc) are both exchange-traded funds - XHYA.DE is a European High Yield Bonds fund tracking the iBoxx® EUR Liquid High Yield, while WELN.DE is a Energy Equities fund tracking the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Energy. Both are passively managed. Over the past 3 years, XHYA.DE returned 6.46%/yr vs 13.75%/yr for WELN.DE. At a 0.15 correlation, their price movements are largely independent. XHYA.DE charges 0.20%/yr vs 0.18%/yr for WELN.DE.
Performance
XHYA.DE vs. WELN.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XHYA.DE achieves a 1.88% return, which is significantly lower than WELN.DE's 30.31% return.
XHYA.DE
- 1D
- 0.00%
- 1M
- 0.12%
- 6M
- 1.37%
- YTD
- 1.88%
- 1Y
- 3.70%
- 3Y*
- 6.46%
- 5Y*
- 2.88%
- 10Y*
- —
WELN.DE
- 1D
- 1.10%
- 1M
- 2.02%
- 6M
- 22.27%
- YTD
- 30.31%
- 1Y
- 38.69%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
XHYA.DE vs. WELN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XHYA.DE Xtrackers EUR High Yield Corporate Bond UCITS ETF | 1.88% | 4.45% | 6.15% | 10.88% | 3.51% |
WELN.DE Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc | 30.31% | -1.40% | 8.67% | -0.38% | 5.40% |
Correlation
The correlation between XHYA.DE and WELN.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.15 |
The correlation between XHYA.DE and WELN.DE shifts across timeframes, from -0.12 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.
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
XHYA.DE vs. WELN.DE — Risk / Return Rank
XHYA.DE
WELN.DE
XHYA.DE vs. WELN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers EUR High Yield Corporate Bond UCITS ETF (XHYA.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XHYA.DE | WELN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.96 | -1.67 |
| Martin ratioReturn relative to average drawdown | 5.28 | 8.13 | -2.84 |
Loading charts...
Drawdowns
XHYA.DE vs. WELN.DE - Drawdown Comparison
The maximum XHYA.DE drawdown since its inception was -23.83%, roughly equal to the maximum WELN.DE drawdown of -23.24%. Use the drawdown chart below to compare losses from any high point for XHYA.DE and WELN.DE.
Loading charts...
Drawdown Indicators
| XHYA.DE | WELN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.83% | -23.24% | -0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -13.01% | +10.15% |
Max Drawdown (3Y)Largest decline over 3 years | -4.25% | -23.24% | +18.99% |
Max Drawdown (5Y)Largest decline over 5 years | -14.49% | — | — |
Current DrawdownCurrent decline from peak | -0.20% | -7.39% | +7.19% |
Average DrawdownAverage peak-to-trough decline | -2.49% | -7.81% | +5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 4.75% | -4.05% |
Volatility
XHYA.DE vs. WELN.DE - Volatility Comparison
The current volatility for Xtrackers EUR High Yield Corporate Bond UCITS ETF (XHYA.DE) is 0.68%, while Amundi S&P Global Energy Carbon Reduced UCITS ETF EUR Acc (WELN.DE) has a volatility of 6.31%. This indicates that XHYA.DE experiences smaller price fluctuations and is considered to be less risky than WELN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XHYA.DE | WELN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 6.31% | -5.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 17.27% | -14.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 20.28% | -16.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.47% | 20.35% | -14.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.52% | 20.35% | -13.83% |
XHYA.DE vs. WELN.DE - Expense Ratio Comparison
XHYA.DE has a 0.20% expense ratio, which is higher than WELN.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
XHYA.DE vs. WELN.DE - Dividend Comparison
Neither XHYA.DE nor WELN.DE has paid dividends to shareholders.
Frequently Asked Questions
XHYA.DE and WELN.DE have a correlation of -0.12, 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 0.20% for XHYA.DE.
XHYA.DE is categorized as European High Yield Bonds, while WELN.DE is Energy Equities. XHYA.DE tracks iBoxx® EUR Liquid High Yield, 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: 0.20% for XHYA.DE and 0.18% for WELN.DE.
Find the right allocation for XHYA.DE and WELN.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