XUCM.DE vs. WELR.DE
Compare and contrast key facts about Xtrackers MSCI USA Communication Services UCITS ETF 1D (XUCM.DE) and Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE).
XUCM.DE and WELR.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUCM.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Comm Services NR USD. It was launched on Jan 21, 2021. WELR.DE is a passively managed fund by Amundi that tracks the performance of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services. It was launched on Sep 20, 2022. Both XUCM.DE and WELR.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XUCM.DE or WELR.DE.
Key characteristics
| XUCM.DE | WELR.DE | |
|---|---|---|
| YTD Return | 37.87% | 30.02% |
| 1Y Return | 43.82% | 37.16% |
| Sharpe Ratio | 2.63 | 2.17 |
| Sortino Ratio | 3.60 | 2.93 |
| Omega Ratio | 1.50 | 1.42 |
| Calmar Ratio | 3.04 | 2.73 |
| Martin Ratio | 12.23 | 7.67 |
| Ulcer Index | 3.42% | 4.57% |
| Daily Std Dev | 15.82% | 16.10% |
| Max Drawdown | -40.85% | -12.98% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between XUCM.DE and WELR.DE is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XUCM.DE vs. WELR.DE - Performance Comparison
In the year-to-date period, XUCM.DE achieves a 37.87% return, which is significantly higher than WELR.DE's 30.02% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XUCM.DE vs. WELR.DE - Expense Ratio Comparison
XUCM.DE has a 0.12% expense ratio, which is lower than WELR.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%.
Risk-Adjusted Performance
XUCM.DE vs. WELR.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Communication Services UCITS ETF 1D (XUCM.DE) and Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.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.
Dividends
XUCM.DE vs. WELR.DE - Dividend Comparison
XUCM.DE has not paid dividends to shareholders, while WELR.DE's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | |
|---|---|---|---|
XUCM.DE Xtrackers MSCI USA Communication Services UCITS ETF 1D | 0.00% | 0.30% | 0.54% |
WELR.DE Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist | 0.45% | 0.34% | 0.00% |
Drawdowns
XUCM.DE vs. WELR.DE - Drawdown Comparison
The maximum XUCM.DE drawdown since its inception was -40.85%, which is greater than WELR.DE's maximum drawdown of -12.98%. Use the drawdown chart below to compare losses from any high point for XUCM.DE and WELR.DE. For additional features, visit the drawdowns tool.
Volatility
XUCM.DE vs. WELR.DE - Volatility Comparison
Xtrackers MSCI USA Communication Services UCITS ETF 1D (XUCM.DE) and Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE) have volatilities of 4.63% and 4.74%, 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.