36BZ.DE vs. AH50.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and AH50.DE (Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while AH50.DE tracks the MSCI China NR USD. Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs 8.17%/yr for AH50.DE. Their correlation of 0.86 suggests significant overlap in exposure. 36BZ.DE charges 0.40%/yr vs 0.65%/yr for AH50.DE.
Performance
36BZ.DE vs. AH50.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36BZ.DE achieves a 9.71% return, which is significantly lower than AH50.DE's 13.38% return. Over the past 10 years, 36BZ.DE has underperformed AH50.DE with an annualized return of 5.98%, while AH50.DE has yielded a comparatively higher 8.17% annualized 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%
AH50.DE
- 1D
- -0.52%
- 1M
- 0.48%
- YTD
- 13.38%
- 6M
- 16.15%
- 1Y
- 31.49%
- 3Y*
- 12.81%
- 5Y*
- 1.06%
- 10Y*
- 8.17%
36BZ.DE vs. AH50.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 9.71% | 10.25% | 19.91% | -17.13% | -21.26% | 13.41% | 28.50% | 37.21% | -23.49% | 14.90% |
AH50.DE Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D | 13.38% | 11.41% | 26.06% | -15.94% | -16.05% | 2.97% | 14.92% | 41.09% | -16.54% | 20.91% |
Correlation
The correlation between 36BZ.DE and AH50.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2016 | 0.86 |
The correlation between 36BZ.DE and AH50.DE has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. AH50.DE — Risk / Return Rank
36BZ.DE
AH50.DE
36BZ.DE vs. AH50.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 Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D (AH50.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.
| 36BZ.DE | AH50.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.32 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 4.40 | +0.70 |
| Martin ratioReturn relative to average drawdown | 13.77 | 12.99 | +0.79 |
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 | AH50.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 1.83 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.05 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.36 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.35 | -0.33 |
Drawdowns
36BZ.DE vs. AH50.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than AH50.DE's maximum drawdown of -45.20%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and AH50.DE.
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Drawdown Indicators
| 36BZ.DE | AH50.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -45.20% | -8.10% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -7.15% | +0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -25.16% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -38.11% | -3.83% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -45.20% | +1.82% |
Current DrawdownCurrent decline from peak | -10.22% | -5.93% | -4.29% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -16.78% | -13.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.43% | +0.01% |
Volatility
36BZ.DE vs. AH50.DE - Volatility Comparison
The current volatility for iShares MSCI China A UCITS ETF (36BZ.DE) is 5.55%, while Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D (AH50.DE) has a volatility of 5.94%. This indicates that 36BZ.DE experiences smaller price fluctuations and is considered to be less risky than AH50.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 | AH50.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.94% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 12.32% | -1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 17.18% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 23.21% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 22.82% | -0.72% |
36BZ.DE vs. AH50.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than AH50.DE's 0.65% expense ratio.
Dividends
36BZ.DE vs. AH50.DE - Dividend Comparison
36BZ.DE has not paid dividends to shareholders, while AH50.DE's dividend yield for the trailing twelve months is around 2.07%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AH50.DE Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D | 2.07% | 3.00% | 2.24% | 2.80% | 3.06% | 1.67% | 1.80% | 1.65% | 2.56% | 2.44% |
Frequently Asked Questions
With a correlation of 0.92, 36BZ.DE and AH50.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.65% for AH50.DE.
36BZ.DE tracks MSCI China A Inclusion, while AH50.DE tracks MSCI China NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.40% for 36BZ.DE and 0.65% for AH50.DE.
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