36BZ.DE vs. C024.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and C024.DE (Amundi MSCI China A II UCITS ETF Dist) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while C024.DE tracks the MSCI China A. Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs 7.12%/yr for C024.DE. Their correlation of 0.87 suggests significant overlap in exposure. 36BZ.DE charges 0.40%/yr vs 0.25%/yr for C024.DE.
Performance
36BZ.DE vs. C024.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 C024.DE's 12.05% return. Over the past 10 years, 36BZ.DE has underperformed C024.DE with an annualized return of 5.98%, while C024.DE has yielded a comparatively higher 7.12% 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%
C024.DE
- 1D
- -0.65%
- 1M
- 0.73%
- YTD
- 12.05%
- 6M
- 14.60%
- 1Y
- 39.67%
- 3Y*
- 12.08%
- 5Y*
- 0.57%
- 10Y*
- 7.12%
36BZ.DE vs. C024.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% |
C024.DE Amundi MSCI China A II UCITS ETF Dist | 12.05% | 14.97% | 22.87% | -17.78% | -16.12% | 3.37% | 21.54% | 40.72% | -22.27% | 23.87% |
Correlation
The correlation between 36BZ.DE and C024.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.87 |
The correlation between 36BZ.DE and C024.DE has been stable across timeframes, ranging from 0.87 to 0.96 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. C024.DE — Risk / Return Rank
36BZ.DE
C024.DE
36BZ.DE vs. C024.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 Amundi MSCI China A II UCITS ETF Dist (C024.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 | C024.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.45 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 5.94 | -0.84 |
| Martin ratioReturn relative to average drawdown | 13.77 | 18.19 | -4.42 |
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 | C024.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 2.60 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.03 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.30 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.30 | -0.27 |
Drawdowns
36BZ.DE vs. C024.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than C024.DE's maximum drawdown of -49.68%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and C024.DE.
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Drawdown Indicators
| 36BZ.DE | C024.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -49.68% | -3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -6.78% | +0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -25.82% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -40.46% | -1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -47.10% | +3.72% |
Current DrawdownCurrent decline from peak | -10.22% | -8.55% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -24.80% | -5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.22% | +0.22% |
Volatility
36BZ.DE vs. C024.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) and Amundi MSCI China A II UCITS ETF Dist (C024.DE) have volatilities of 5.55% and 5.71%, 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.
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Volatility by Period
| 36BZ.DE | C024.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.71% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 11.25% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 15.47% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 22.92% | -1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 24.34% | -2.24% |
36BZ.DE vs. C024.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is higher than C024.DE's 0.25% expense ratio.
Dividends
36BZ.DE vs. C024.DE - Dividend Comparison
36BZ.DE has not paid dividends to shareholders, while C024.DE's dividend yield for the trailing twelve months is around 1.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
C024.DE Amundi MSCI China A II UCITS ETF Dist | 1.69% | 1.89% | 2.19% | 1.98% | 1.34% | 1.23% | 1.42% | 1.88% | 2.49% |
Frequently Asked Questions
With a correlation of 0.96, 36BZ.DE and C024.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, C024.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
C024.DE is cheaper with a 0.25% expense ratio, compared with 0.40% for 36BZ.DE.
36BZ.DE tracks MSCI China A Inclusion, while C024.DE tracks MSCI China A. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.40% for 36BZ.DE and 0.25% for C024.DE.
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