XWTS.DE vs. WELX.DE
Compare and contrast key facts about Xtrackers MSCI World Communication Services UCITS ETF 1C (XWTS.DE) and Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE).
XWTS.DE and WELX.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XWTS.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Comm Services NR USD. It was launched on Mar 16, 2016. WELX.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 XWTS.DE and WELX.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: XWTS.DE or WELX.DE.
Key characteristics
| XWTS.DE | WELX.DE | |
|---|---|---|
| YTD Return | 19.98% | 16.72% |
| 1Y Return | 24.06% | 21.56% |
| Sharpe Ratio | 1.62 | 1.39 |
| Daily Std Dev | 15.90% | 16.66% |
| Max Drawdown | -36.66% | -13.53% |
| Current Drawdown | -5.77% | -9.15% |
Correlation
The correlation between XWTS.DE and WELX.DE is 0.95, 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
XWTS.DE vs. WELX.DE - Performance Comparison
In the year-to-date period, XWTS.DE achieves a 19.98% return, which is significantly higher than WELX.DE's 16.72% 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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XWTS.DE vs. WELX.DE - Expense Ratio Comparison
XWTS.DE has a 0.25% expense ratio, which is higher than WELX.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%.
Risk-Adjusted Performance
XWTS.DE vs. WELX.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Communication Services UCITS ETF 1C (XWTS.DE) and Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.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
XWTS.DE vs. WELX.DE - Dividend Comparison
Neither XWTS.DE nor WELX.DE has paid dividends to shareholders.
Drawdowns
XWTS.DE vs. WELX.DE - Drawdown Comparison
The maximum XWTS.DE drawdown since its inception was -36.66%, which is greater than WELX.DE's maximum drawdown of -13.53%. Use the drawdown chart below to compare losses from any high point for XWTS.DE and WELX.DE. For additional features, visit the drawdowns tool.
Volatility
XWTS.DE vs. WELX.DE - Volatility Comparison
Xtrackers MSCI World Communication Services UCITS ETF 1C (XWTS.DE) and Amundi S&P Global Communication Services ESG UCITS ETF EUR Acc (WELX.DE) have volatilities of 4.98% and 5.06%, 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.