36BZ.DE vs. DBX9.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and DBX9.DE (Xtrackers FTSE China 50 UCITS ETF 1C) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while DBX9.DE tracks the FTSE China 50. Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs 3.94%/yr for DBX9.DE. A 0.72 correlation means they provide meaningful diversification when combined. 36BZ.DE charges 0.40%/yr vs 0.60%/yr for DBX9.DE.
Performance
36BZ.DE vs. DBX9.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with 36BZ.DE having a 9.71% return and DBX9.DE slightly higher at 9.85%. Over the past 10 years, 36BZ.DE has outperformed DBX9.DE with an annualized return of 5.98%, while DBX9.DE has yielded a comparatively lower 3.94% 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%
DBX9.DE
- 1D
- -0.73%
- 1M
- 0.37%
- YTD
- 9.85%
- 6M
- 11.95%
- 1Y
- 33.01%
- 3Y*
- 13.37%
- 5Y*
- 0.17%
- 10Y*
- 3.94%
36BZ.DE vs. DBX9.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% |
DBX9.DE Xtrackers FTSE China 50 UCITS ETF 1C | 9.85% | 10.01% | 37.68% | -16.44% | -13.62% | -14.98% | -0.87% | 18.35% | -9.23% | 18.88% |
Correlation
The correlation between 36BZ.DE and DBX9.DE is 0.95, 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 | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.72 |
Over the past year, 36BZ.DE and DBX9.DE have become more correlated (0.95) than their long-term average of 0.72, meaning their price movements have been converging.
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Return for Risk
36BZ.DE vs. DBX9.DE — Risk / Return Rank
36BZ.DE
DBX9.DE
36BZ.DE vs. DBX9.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 FTSE China 50 UCITS ETF 1C (DBX9.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 | DBX9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.34 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 1.90 | +3.20 |
| Martin ratioReturn relative to average drawdown | 13.77 | 3.67 | +10.10 |
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 | DBX9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 1.24 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.01 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.15 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.08 | -0.06 |
Drawdowns
36BZ.DE vs. DBX9.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, smaller than the maximum DBX9.DE drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and DBX9.DE.
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Drawdown Indicators
| 36BZ.DE | DBX9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -66.51% | +13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -17.20% | +10.63% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -27.83% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -47.59% | +5.65% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -53.98% | +10.60% |
Current DrawdownCurrent decline from peak | -10.22% | -14.62% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -29.50% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 8.91% | -6.47% |
Volatility
36BZ.DE vs. DBX9.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) and Xtrackers FTSE China 50 UCITS ETF 1C (DBX9.DE) have volatilities of 5.55% and 5.29%, 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 | DBX9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.29% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 10.45% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 26.35% | -10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 28.75% | -7.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 25.42% | -3.32% |
36BZ.DE vs. DBX9.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than DBX9.DE's 0.60% expense ratio.
Dividends
36BZ.DE vs. DBX9.DE - Dividend Comparison
Neither 36BZ.DE nor DBX9.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.95, 36BZ.DE and DBX9.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 0.60% for DBX9.DE.
36BZ.DE tracks MSCI China A Inclusion, while DBX9.DE tracks FTSE China 50. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.40% for 36BZ.DE and 0.60% for DBX9.DE.
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