36BZ.DE vs. 9W1.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and 9W1.DE (BNP Paribas Easy MSCI China Select SRI S-Series 10% Capped UCITS ETF EUR Acc) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while 9W1.DE tracks the MSCI China Select SRI S-Series 10% Capped. Both are passively managed. Over the past 5 years, 36BZ.DE returned -0.22%/yr vs -6.26%/yr for 9W1.DE. A 0.71 correlation means they provide meaningful diversification when combined. 36BZ.DE charges 0.40%/yr vs 0.31%/yr for 9W1.DE.
Performance
36BZ.DE vs. 9W1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36BZ.DE achieves a 9.15% return, which is significantly higher than 9W1.DE's -8.81% return.
36BZ.DE
- 1D
- -0.37%
- 1M
- -1.47%
- 6M
- 5.29%
- YTD
- 9.15%
- 1Y
- 29.71%
- 3Y*
- 9.41%
- 5Y*
- -0.22%
- 10Y*
- 5.18%
9W1.DE
- 1D
- 0.00%
- 1M
- -1.59%
- 6M
- -13.67%
- YTD
- -8.81%
- 1Y
- -1.90%
- 3Y*
- 3.66%
- 5Y*
- -6.26%
- 10Y*
- —
36BZ.DE vs. 9W1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 9.15% | 10.31% | 19.89% | -17.15% | -21.23% | 4.20% |
9W1.DE BNP Paribas Easy MSCI China Select SRI S-Series 10% Capped UCITS ETF EUR Acc | -8.81% | 16.44% | 21.98% | -17.19% | -22.95% | -17.08% |
Correlation
The correlation between 36BZ.DE and 9W1.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.71 |
The correlation between 36BZ.DE and 9W1.DE has been stable across timeframes, ranging from 0.65 to 0.71 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. 9W1.DE — Risk / Return Rank
36BZ.DE
9W1.DE
36BZ.DE vs. 9W1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (36BZ.DE) and BNP Paribas Easy MSCI China Select SRI S-Series 10% Capped UCITS ETF EUR Acc (9W1.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 36BZ.DE | 9W1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.00 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 3.93 | -0.09 | +4.02 |
| Martin ratioReturn relative to average drawdown | 10.30 | -0.18 | +10.48 |
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Drawdowns
36BZ.DE vs. 9W1.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.33%, roughly equal to the maximum 9W1.DE drawdown of -53.54%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and 9W1.DE.
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Drawdown Indicators
| 36BZ.DE | 9W1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.33% | -53.54% | +0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.53% | -21.08% | +13.55% |
Max Drawdown (3Y)Largest decline over 3 years | -27.99% | -31.53% | +3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -41.98% | -51.05% | +9.07% |
Max Drawdown (10Y)Largest decline over 10 years | -43.43% | — | — |
Current DrawdownCurrent decline from peak | -10.65% | -31.47% | +20.82% |
Average DrawdownAverage peak-to-trough decline | -30.00% | -31.68% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 10.40% | -7.52% |
Volatility
36BZ.DE vs. 9W1.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 8.46% compared to BNP Paribas Easy MSCI China Select SRI S-Series 10% Capped UCITS ETF EUR Acc (9W1.DE) at 5.06%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than 9W1.DE 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 | 9W1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.46% | 5.06% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 13.53% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 19.23% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 28.70% | -7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 28.64% | -6.41% |
36BZ.DE vs. 9W1.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is higher than 9W1.DE's 0.31% expense ratio.
Dividends
36BZ.DE vs. 9W1.DE - Dividend Comparison
Neither 36BZ.DE nor 9W1.DE has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and 9W1.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 9W1.DE is cheaper at 0.31% per year. The better choice depends on whether you care most about return, fees, risk, or income.
9W1.DE is cheaper with a 0.31% expense ratio, compared with 0.40% for 36BZ.DE.
36BZ.DE tracks MSCI China A Inclusion, while 9W1.DE tracks MSCI China Select SRI S-Series 10% Capped. They also come from different issuers: iShares and BNP Paribas. Their fees differ too: 0.40% for 36BZ.DE and 0.31% for 9W1.DE.
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