36BZ.DE vs. IUSQ.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - 36BZ.DE is a China Equities fund tracking the MSCI China A Inclusion, while IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI). Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs 12.38%/yr for IUSQ.DE. At a 0.44 correlation, their price movements are largely independent. 36BZ.DE charges 0.40%/yr vs 0.20%/yr for IUSQ.DE.
Performance
36BZ.DE vs. IUSQ.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 IUSQ.DE's 12.65% return. Over the past 10 years, 36BZ.DE has underperformed IUSQ.DE with an annualized return of 5.98%, while IUSQ.DE has yielded a comparatively higher 12.38% 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%
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
36BZ.DE vs. IUSQ.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% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 9.14% |
Correlation
The correlation between 36BZ.DE and IUSQ.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.44 |
The correlation between 36BZ.DE and IUSQ.DE shifts across timeframes, from 0.28 (3 years) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
36BZ.DE vs. IUSQ.DE — Risk / Return Rank
36BZ.DE
IUSQ.DE
36BZ.DE vs. IUSQ.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 MSCI ACWI UCITS ETF (Acc) (IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.43 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 4.08 | +1.02 |
| Martin ratioReturn relative to average drawdown | 13.77 | 16.69 | -2.92 |
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 | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 2.31 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.88 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.82 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.76 | -0.74 |
Drawdowns
36BZ.DE vs. IUSQ.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than IUSQ.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and IUSQ.DE.
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Drawdown Indicators
| 36BZ.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -33.60% | -19.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -6.48% | -0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -21.25% | -6.76% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -21.25% | -20.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -33.60% | -9.78% |
Current DrawdownCurrent decline from peak | -10.22% | -0.55% | -9.67% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -4.19% | -26.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 1.59% | +0.85% |
Volatility
36BZ.DE vs. IUSQ.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 5.55% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 3.03% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 8.26% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 11.47% | +4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 13.94% | +7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 15.02% | +7.08% |
36BZ.DE vs. IUSQ.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is higher than IUSQ.DE's 0.20% expense ratio.
Dividends
36BZ.DE vs. IUSQ.DE - Dividend Comparison
Neither 36BZ.DE nor IUSQ.DE has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and IUSQ.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSQ.DE is cheaper with a 0.20% expense ratio, compared with 0.40% for 36BZ.DE.
36BZ.DE is categorized as China Equities, while IUSQ.DE is Global Equities. 36BZ.DE tracks MSCI China A Inclusion, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.40% for 36BZ.DE and 0.20% for IUSQ.DE.
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