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36BA.DE vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

36BA.DE vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

36BA.DE is traded in EUR, while QCON is traded in USD. To make them comparable, the QCON values have been converted to EUR using the latest available exchange rates.

Returns By Period


36BA.DE

1D
0.27%
1M
0.18%
YTD
-0.71%
6M
-0.48%
1Y
2.78%
3Y*
2.93%
5Y*
-1.61%
10Y*

QCON

1D
-0.14%
1M
0.67%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

36BA.DE vs. QCON - Yearly Performance Comparison


Correlation

The correlation between 36BA.DE and QCON is -0.22, 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 (All Time)
Calculated using the full available price history since Feb 9, 2026

-0.22

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Return for Risk

36BA.DE vs. QCON — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

36BA.DE
36BA.DE Risk / Return Rank: 1919
Overall Rank
36BA.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
36BA.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
36BA.DE Omega Ratio Rank: 1717
Omega Ratio Rank
36BA.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
36BA.DE Martin Ratio Rank: 2121
Martin Ratio Rank

QCON
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

36BA.DE vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist) (36BA.DE) and American Century Quality Convertible Securities ETF (QCON). 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.


36BA.DEQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.10

Calmar ratioReturn relative to maximum drawdown

0.92

Martin ratioReturn relative to average drawdown

2.43

36BA.DE vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


36BA.DEQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.10

1.01

-1.11

Drawdowns

36BA.DE vs. QCON - Drawdown Comparison

The maximum 36BA.DE drawdown since its inception was -23.68%, which is greater than QCON's maximum drawdown of -2.84%. Use the drawdown chart below to compare losses from any high point for 36BA.DE and QCON.


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Drawdown Indicators


36BA.DEQCONDifference

Max Drawdown

Largest peak-to-trough decline

-23.68%

-2.84%

-20.84%

Max Drawdown (1Y)

Largest decline over 1 year

-3.02%

Max Drawdown (3Y)

Largest decline over 3 years

-6.31%

Max Drawdown (5Y)

Largest decline over 5 years

-23.18%

Current Drawdown

Current decline from peak

-10.87%

-1.31%

-9.56%

Average Drawdown

Average peak-to-trough decline

-11.35%

-1.24%

-10.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.14%

Volatility

36BA.DE vs. QCON - Volatility Comparison


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Volatility by Period


36BA.DEQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

Volatility (6M)

Calculated over the trailing 6-month period

3.63%

Volatility (1Y)

Calculated over the trailing 1-year period

4.67%

5.66%

-0.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.09%

5.66%

+1.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.86%

5.66%

+1.20%

36BA.DE vs. QCON - Expense Ratio Comparison

36BA.DE has a 0.17% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

36BA.DE vs. QCON - Dividend Comparison

36BA.DE's dividend yield for the trailing twelve months is around 4.95%, while QCON has not paid dividends to shareholders.


PositionTTM202520242023202220212020
36BA.DE
iShares USD Corporate Bond ESG SRI UCITS ETF EUR Hedged (Dist)
4.95%4.73%4.75%4.15%2.94%1.76%0.87%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


36BA.DE and QCON have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 36BA.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

36BA.DE is cheaper with a 0.17% expense ratio, compared with 0.32% for QCON.

They also come from different issuers: iShares and American Century. Their fees differ too: 0.17% for 36BA.DE and 0.32% for QCON.

Portfolio Optimizer

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