36BZ.DE vs. ISPA.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - 36BZ.DE is a China Equities fund tracking the MSCI China A Inclusion, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs 8.98%/yr for ISPA.DE. At a 0.40 correlation, their price movements are largely independent. 36BZ.DE charges 0.40%/yr vs 0.46%/yr for ISPA.DE.
Performance
36BZ.DE vs. ISPA.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 ISPA.DE's 13.48% return. Over the past 10 years, 36BZ.DE has underperformed ISPA.DE with an annualized return of 5.98%, while ISPA.DE has yielded a comparatively higher 8.98% 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%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
36BZ.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between 36BZ.DE and ISPA.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.40 |
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Return for Risk
36BZ.DE vs. ISPA.DE — Risk / Return Rank
36BZ.DE
ISPA.DE
36BZ.DE vs. ISPA.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 iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.62 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 8.10 | -3.00 |
| Martin ratioReturn relative to average drawdown | 13.77 | 28.73 | -14.96 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 3.35 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.91 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.60 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.68 | -0.65 |
Drawdowns
36BZ.DE vs. ISPA.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than ISPA.DE's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and ISPA.DE.
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Drawdown Indicators
| 36BZ.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -38.91% | -14.39% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -3.63% | -2.94% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -15.10% | -12.91% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -15.10% | -26.84% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -38.91% | -4.47% |
Current DrawdownCurrent decline from peak | -10.22% | -1.09% | -9.13% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -4.46% | -25.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 1.03% | +1.41% |
Volatility
36BZ.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 5.55% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 2.62% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 6.51% | +4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 8.77% | +7.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 12.00% | +9.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 14.79% | +7.31% |
36BZ.DE vs. ISPA.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
36BZ.DE vs. ISPA.DE - Dividend Comparison
36BZ.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
36BZ.DE and ISPA.DE have a correlation of 0.33, 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 0.46% for ISPA.DE.
36BZ.DE is categorized as China Equities, while ISPA.DE is Global Equities. 36BZ.DE tracks MSCI China A Inclusion, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.40% for 36BZ.DE and 0.46% for ISPA.DE.
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