XUCD.DE vs. WELC.DE
XUCD.DE (Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D) and WELC.DE (Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist) are both Consumer Staples Equities funds - XUCD.DE tracks the MSCI USA Consumer Discretionary 20/35 Custom while WELC.DE tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. Both are passively managed. Over the past 3 years, XUCD.DE returned 14.31%/yr vs 9.08%/yr for WELC.DE. With a 0.96 correlation, they move nearly in lockstep. XUCD.DE charges 0.12%/yr vs 0.18%/yr for WELC.DE.
Performance
XUCD.DE vs. WELC.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XUCD.DE achieves a 0.22% return, which is significantly higher than WELC.DE's -1.47% return.
XUCD.DE
- 1D
- 0.28%
- 1M
- -0.63%
- YTD
- 0.22%
- 6M
- 0.35%
- 1Y
- 10.06%
- 3Y*
- 14.31%
- 5Y*
- 8.69%
- 10Y*
- —
WELC.DE
- 1D
- 0.30%
- 1M
- -0.44%
- YTD
- -1.47%
- 6M
- -1.83%
- 1Y
- 6.55%
- 3Y*
- 9.08%
- 5Y*
- —
- 10Y*
- —
XUCD.DE vs. WELC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 0.22% | -5.02% | 38.90% | 39.32% | -17.27% |
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | -1.47% | -5.06% | 29.51% | 30.69% | -8.13% |
Correlation
The correlation between XUCD.DE and WELC.DE is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2022 | 0.96 |
The correlation between XUCD.DE and WELC.DE has been stable across timeframes, ranging from 0.96 to 0.97 - 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
XUCD.DE vs. WELC.DE — Risk / Return Rank
XUCD.DE
WELC.DE
XUCD.DE vs. WELC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) and Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.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.
| XUCD.DE | WELC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.44 | +0.29 |
| Martin ratioReturn relative to average drawdown | 2.00 | 1.21 | +0.79 |
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
| XUCD.DE | WELC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.39 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.60 | +0.07 |
Drawdowns
XUCD.DE vs. WELC.DE - Drawdown Comparison
The maximum XUCD.DE drawdown since its inception was -38.43%, which is greater than WELC.DE's maximum drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for XUCD.DE and WELC.DE.
Loading charts...
Drawdown Indicators
| XUCD.DE | WELC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.43% | -28.15% | -10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -14.64% | +0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -30.82% | -28.15% | -2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -38.43% | — | — |
Current DrawdownCurrent decline from peak | -9.43% | -10.11% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -6.71% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 5.38% | -0.29% |
Volatility
XUCD.DE vs. WELC.DE - Volatility Comparison
Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D (XUCD.DE) has a higher volatility of 5.29% compared to Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist (WELC.DE) at 4.86%. This indicates that XUCD.DE's price experiences larger fluctuations and is considered to be riskier than WELC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XUCD.DE | WELC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 4.86% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 12.32% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 16.52% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 18.03% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 18.03% | +3.87% |
XUCD.DE vs. WELC.DE - Expense Ratio Comparison
XUCD.DE has a 0.12% expense ratio, which is lower than WELC.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XUCD.DE vs. WELC.DE - Dividend Comparison
XUCD.DE's dividend yield for the trailing twelve months is around 0.45%, less than WELC.DE's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
WELC.DE Amundi S&P Global Consumer Discretionary ESG UCITS ETF EUR Dist | 0.81% | 0.93% | 0.83% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUCD.DE Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 0.45% | 0.46% | 0.40% | 0.90% | 0.91% | 0.35% | 0.59% | 0.81% | 0.58% |
Frequently Asked Questions
With a correlation of 0.97, XUCD.DE and WELC.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, XUCD.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUCD.DE is cheaper with a 0.12% expense ratio, compared with 0.18% for WELC.DE.
XUCD.DE tracks MSCI USA Consumer Discretionary 20/35 Custom, while WELC.DE tracks S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.12% for XUCD.DE and 0.18% for WELC.DE.
Find the right allocation for XUCD.DE and WELC.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