36BZ.DE vs. IS3N.DE
Compare and contrast key facts about iShares MSCI China A UCITS ETF (36BZ.DE) and iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE).
36BZ.DE and IS3N.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 36BZ.DE is a passively managed fund by iShares that tracks the performance of the MSCI China A Inclusion. It was launched on Apr 8, 2015. IS3N.DE is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Investable Market (IMI). It was launched on May 30, 2014. Both 36BZ.DE and IS3N.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 36BZ.DE or IS3N.DE.
Key characteristics
| 36BZ.DE | IS3N.DE | |
|---|---|---|
| YTD Return | 20.44% | 13.19% |
| 1Y Return | 13.67% | 15.02% |
| 3Y Return (Ann) | -6.96% | 0.19% |
| 5Y Return (Ann) | 3.53% | 4.69% |
| Sharpe Ratio | 0.53 | 1.19 |
| Sortino Ratio | 1.02 | 1.69 |
| Omega Ratio | 1.14 | 1.22 |
| Calmar Ratio | 0.33 | 0.93 |
| Martin Ratio | 1.75 | 6.00 |
| Ulcer Index | 8.32% | 2.63% |
| Daily Std Dev | 27.08% | 13.35% |
| Max Drawdown | -53.30% | -35.06% |
| Current Drawdown | -25.45% | -4.84% |
Correlation
The correlation between 36BZ.DE and IS3N.DE is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
36BZ.DE vs. IS3N.DE - Performance Comparison
In the year-to-date period, 36BZ.DE achieves a 20.44% return, which is significantly higher than IS3N.DE's 13.19% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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36BZ.DE vs. IS3N.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is higher than IS3N.DE's 0.18% expense ratio.
Risk-Adjusted Performance
36BZ.DE vs. IS3N.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (36BZ.DE) and iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.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.
Dividends
36BZ.DE vs. IS3N.DE - Dividend Comparison
Neither 36BZ.DE nor IS3N.DE has paid dividends to shareholders.
Drawdowns
36BZ.DE vs. IS3N.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than IS3N.DE's maximum drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and IS3N.DE. For additional features, visit the drawdowns tool.
Volatility
36BZ.DE vs. IS3N.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 12.02% compared to iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) at 4.89%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than IS3N.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.