36BZ.DE vs. LCHI.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and LCHI.DE (Amundi MSCI China ESG Leaders Extra UCITS ETF Acc) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while LCHI.DE tracks the MSCI China Select ESG Rating and Trend Leaders. Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs -0.61%/yr for LCHI.DE. A 0.70 correlation means they provide meaningful diversification when combined. 36BZ.DE charges 0.40%/yr vs 0.65%/yr for LCHI.DE.
Performance
36BZ.DE vs. LCHI.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 LCHI.DE's -6.56% return. Over the past 10 years, 36BZ.DE has outperformed LCHI.DE with an annualized return of 5.98%, while LCHI.DE has yielded a comparatively lower -0.61% 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%
LCHI.DE
- 1D
- -0.66%
- 1M
- -2.44%
- YTD
- -6.56%
- 6M
- -9.08%
- 1Y
- 3.00%
- 3Y*
- 6.79%
- 5Y*
- -6.02%
- 10Y*
- -0.61%
36BZ.DE vs. LCHI.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% |
LCHI.DE Amundi MSCI China ESG Leaders Extra UCITS ETF Acc | -6.56% | 21.51% | 20.39% | -16.01% | -18.45% | -19.46% | -11.07% | 17.62% | -8.07% | 11.65% |
Correlation
The correlation between 36BZ.DE and LCHI.DE is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.70 |
The correlation between 36BZ.DE and LCHI.DE has been stable across timeframes, ranging from 0.64 to 0.70 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. LCHI.DE — Risk / Return Rank
36BZ.DE
LCHI.DE
36BZ.DE vs. LCHI.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 Amundi MSCI China ESG Leaders Extra UCITS ETF Acc (LCHI.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 | LCHI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.94 | ||
| Sortino ratioReturn per unit of downside risk | +2.52 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.04 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 0.19 | +4.90 |
| Martin ratioReturn relative to average drawdown | 13.77 | 0.37 | +13.40 |
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 | LCHI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 0.17 | +1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | -0.20 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | -0.02 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.09 | -0.07 |
Drawdowns
36BZ.DE vs. LCHI.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, smaller than the maximum LCHI.DE drawdown of -70.36%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and LCHI.DE.
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Drawdown Indicators
| 36BZ.DE | LCHI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -70.36% | +17.06% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -17.61% | +11.04% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -26.53% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -53.34% | +11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -58.24% | +14.86% |
Current DrawdownCurrent decline from peak | -10.22% | -45.52% | +35.30% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -35.43% | +5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 9.13% | -6.69% |
Volatility
36BZ.DE vs. LCHI.DE - Volatility Comparison
The current volatility for iShares MSCI China A UCITS ETF (36BZ.DE) is 5.55%, while Amundi MSCI China ESG Leaders Extra UCITS ETF Acc (LCHI.DE) has a volatility of 7.94%. This indicates that 36BZ.DE experiences smaller price fluctuations and is considered to be less risky than LCHI.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 | LCHI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 7.94% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 14.06% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 20.12% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 29.07% | -7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 25.29% | -3.19% |
36BZ.DE vs. LCHI.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than LCHI.DE's 0.65% expense ratio.
Dividends
36BZ.DE vs. LCHI.DE - Dividend Comparison
Neither 36BZ.DE nor LCHI.DE has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and LCHI.DE have a correlation of 0.64, 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 0.65% for LCHI.DE.
36BZ.DE tracks MSCI China A Inclusion, while LCHI.DE tracks MSCI China Select ESG Rating and Trend Leaders. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.40% for 36BZ.DE and 0.65% for LCHI.DE.
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