36BZ.DE vs. CHIN.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and CHIN.DE (KraneShares ICBCCS S&P China 500 Index UCITS ETF USD) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while CHIN.DE tracks the S&P China 500 Index. Both are passively managed. Over the past year, 36BZ.DE returned 33.04% vs 26.49% for CHIN.DE. Their correlation of 0.89 suggests significant overlap in exposure. 36BZ.DE charges 0.40%/yr vs 0.55%/yr for CHIN.DE.
Performance
36BZ.DE vs. CHIN.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 higher than CHIN.DE's 6.22% 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%
CHIN.DE
- 1D
- -0.55%
- 1M
- -0.17%
- YTD
- 6.22%
- 6M
- 6.27%
- 1Y
- 26.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
36BZ.DE vs. CHIN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 9.71% | 10.25% | 19.91% | -6.16% |
CHIN.DE KraneShares ICBCCS S&P China 500 Index UCITS ETF USD | 6.22% | 16.60% | 23.10% | -6.61% |
Correlation
The correlation between 36BZ.DE and CHIN.DE is 0.88, 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 | 0.88 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2023 | 0.89 |
The correlation between 36BZ.DE and CHIN.DE has been stable across timeframes, ranging from 0.88 to 0.89 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. CHIN.DE — Risk / Return Rank
36BZ.DE
CHIN.DE
36BZ.DE vs. CHIN.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 KraneShares ICBCCS S&P China 500 Index UCITS ETF USD (CHIN.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 | CHIN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.28 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 3.02 | +2.07 |
| Martin ratioReturn relative to average drawdown | 13.77 | 8.15 | +5.63 |
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 | CHIN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 1.57 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | — | — |
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 | 0.64 | -0.61 |
Drawdowns
36BZ.DE vs. CHIN.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than CHIN.DE's maximum drawdown of -22.95%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and CHIN.DE.
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Drawdown Indicators
| 36BZ.DE | CHIN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -22.95% | -30.35% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -8.84% | +2.27% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | — | — |
Current DrawdownCurrent decline from peak | -10.22% | -3.48% | -6.74% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -7.69% | -22.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 3.29% | -0.85% |
Volatility
36BZ.DE vs. CHIN.DE - Volatility Comparison
The current volatility for iShares MSCI China A UCITS ETF (36BZ.DE) is 5.55%, while KraneShares ICBCCS S&P China 500 Index UCITS ETF USD (CHIN.DE) has a volatility of 6.18%. This indicates that 36BZ.DE experiences smaller price fluctuations and is considered to be less risky than CHIN.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 | CHIN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.18% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 12.00% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 17.09% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 22.41% | -0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 22.41% | -0.31% |
36BZ.DE vs. CHIN.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than CHIN.DE's 0.55% expense ratio.
Dividends
36BZ.DE vs. CHIN.DE - Dividend Comparison
Neither 36BZ.DE nor CHIN.DE has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and CHIN.DE have a correlation of 0.88, 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 0.55% for CHIN.DE.
36BZ.DE tracks MSCI China A Inclusion, while CHIN.DE tracks S&P China 500 Index. They also come from different issuers: iShares and KraneShares. Their fees differ too: 0.40% for 36BZ.DE and 0.55% for CHIN.DE.
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