36BZ.DE vs. 2807.HK
36BZ.DE (iShares MSCI China A UCITS ETF) and 2807.HK (Global X China Robotics and AI ETF) are both exchange-traded funds - 36BZ.DE is a China Equities fund tracking the MSCI China A Inclusion, while 2807.HK is a Robotics fund tracking the FactSet China Robotics and Artificial Intelligence Index. Both are passively managed. Over the past 5 years, 36BZ.DE returned -0.23%/yr vs 1.31%/yr for 2807.HK. A 0.61 correlation means they provide meaningful diversification when combined. 36BZ.DE charges 0.40%/yr vs 0.68%/yr for 2807.HK.
Performance
36BZ.DE vs. 2807.HK - Performance Comparison
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Different Trading Currencies
36BZ.DE is traded in EUR, while 2807.HK is traded in HKD. To make them comparable, the 2807.HK values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 36BZ.DE achieves a 9.71% return, which is significantly lower than 2807.HK's 11.33% return.
36BZ.DE
- 1D
- -0.75%
- 1M
- 0.35%
- YTD
- 9.71%
- 6M
- 11.84%
- 1Y
- 33.04%
- 3Y*
- 8.44%
- 5Y*
- -0.23%
- 10Y*
- 5.98%
2807.HK
- 1D
- -0.90%
- 1M
- 4.78%
- YTD
- 11.33%
- 6M
- 15.15%
- 1Y
- 36.62%
- 3Y*
- 4.87%
- 5Y*
- 1.31%
- 10Y*
- —
36BZ.DE vs. 2807.HK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 9.71% | 10.25% | 19.91% | -17.13% | -21.26% | 13.41% | 10.63% |
2807.HK Global X China Robotics and AI ETF | 11.33% | 8.62% | 13.22% | -1.32% | -29.55% | 19.01% | 1.97% |
Correlation
The correlation between 36BZ.DE and 2807.HK is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2020 | 0.61 |
The correlation between 36BZ.DE and 2807.HK has been stable across timeframes, ranging from 0.61 to 0.63 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. 2807.HK — Risk / Return Rank
36BZ.DE
2807.HK
36BZ.DE vs. 2807.HK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (36BZ.DE) and Global X China Robotics and AI ETF (2807.HK). 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.
| 36BZ.DE | 2807.HK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.22 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 1.90 | +3.19 |
| Martin ratioReturn relative to average drawdown | 13.77 | 4.34 | +9.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 36BZ.DE | 2807.HK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 1.34 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.04 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.08 | -0.05 |
Drawdowns
36BZ.DE vs. 2807.HK - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than 2807.HK's maximum drawdown of -47.84%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and 2807.HK.
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Drawdown Indicators
| 36BZ.DE | 2807.HK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -47.84% | -5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -20.30% | +13.73% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -36.92% | +8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -46.87% | +4.93% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | — | — |
Current DrawdownCurrent decline from peak | -10.22% | -9.34% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -22.04% | -8.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 8.87% | -6.43% |
Volatility
36BZ.DE vs. 2807.HK - Volatility Comparison
The current volatility for iShares MSCI China A UCITS ETF (36BZ.DE) is 5.55%, while Global X China Robotics and AI ETF (2807.HK) has a volatility of 8.45%. This indicates that 36BZ.DE experiences smaller price fluctuations and is considered to be less risky than 2807.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36BZ.DE | 2807.HK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 8.45% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 20.45% | -9.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 28.81% | -12.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 32.69% | -11.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 32.75% | -10.65% |
36BZ.DE vs. 2807.HK - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than 2807.HK's 0.68% expense ratio.
Dividends
36BZ.DE vs. 2807.HK - Dividend Comparison
Neither 36BZ.DE nor 2807.HK has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and 2807.HK have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 36BZ.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36BZ.DE is cheaper with a 0.40% expense ratio, compared with 0.68% for 2807.HK.
36BZ.DE is categorized as China Equities, while 2807.HK is Robotics. 36BZ.DE tracks MSCI China A Inclusion, while 2807.HK tracks FactSet China Robotics and Artificial Intelligence Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.40% for 36BZ.DE and 0.68% for 2807.HK.
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