36BZ.DE vs. M9SV.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and M9SV.DE (Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR) are both China Equities funds - 36BZ.DE tracks the MSCI China A Inclusion while M9SV.DE tracks the STOXX China A 900 Minimum Variance Unconstrained AM Index. Both are passively managed. Over the past 5 years, 36BZ.DE returned -0.22%/yr vs 4.55%/yr for M9SV.DE. A 0.62 correlation means they provide meaningful diversification when combined. 36BZ.DE charges 0.40%/yr vs 0.45%/yr for M9SV.DE.
Performance
36BZ.DE vs. M9SV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36BZ.DE achieves a 9.15% return, which is significantly higher than M9SV.DE's -4.50% return.
36BZ.DE
- 1D
- -0.37%
- 1M
- -1.47%
- 6M
- 5.29%
- YTD
- 9.15%
- 1Y
- 29.71%
- 3Y*
- 9.41%
- 5Y*
- -0.22%
- 10Y*
- 5.18%
M9SV.DE
- 1D
- -1.69%
- 1M
- -4.54%
- 6M
- -6.05%
- YTD
- -4.50%
- 1Y
- 0.43%
- 3Y*
- 6.93%
- 5Y*
- 4.55%
- 10Y*
- —
36BZ.DE vs. M9SV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 9.15% | 10.31% | 19.89% | -17.15% | -21.23% | 13.32% | 28.64% | 37.19% | -22.55% |
M9SV.DE Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR | -4.50% | -5.32% | 37.47% | 2.90% | -11.14% | 18.00% | 14.68% | 7.74% | -16.71% |
Correlation
The correlation between 36BZ.DE and M9SV.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jun 7, 2018 | 0.62 |
The correlation between 36BZ.DE and M9SV.DE has been stable across timeframes, ranging from 0.52 to 0.62 - a consistent structural relationship.
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Return for Risk
36BZ.DE vs. M9SV.DE — Risk / Return Rank
36BZ.DE
M9SV.DE
36BZ.DE vs. M9SV.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 Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR (M9SV.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 36BZ.DE | M9SV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.03 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.93 | 0.18 | +3.75 |
| Martin ratioReturn relative to average drawdown | 10.30 | 0.41 | +9.89 |
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Drawdowns
36BZ.DE vs. M9SV.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.33%, which is greater than M9SV.DE's maximum drawdown of -23.79%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and M9SV.DE.
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Drawdown Indicators
| 36BZ.DE | M9SV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.33% | -23.79% | -29.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.53% | -7.48% | -0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -27.99% | -23.79% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -41.98% | -23.79% | -18.19% |
Max Drawdown (10Y)Largest decline over 10 years | -43.43% | — | — |
Current DrawdownCurrent decline from peak | -10.65% | -17.81% | +7.16% |
Average DrawdownAverage peak-to-trough decline | -30.00% | -9.52% | -20.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.21% | -0.33% |
Volatility
36BZ.DE vs. M9SV.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 8.46% compared to Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR (M9SV.DE) at 3.73%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than M9SV.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 | M9SV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.46% | 3.73% | +4.73% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 7.51% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 11.20% | +6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 20.43% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 21.49% | +0.74% |
36BZ.DE vs. M9SV.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is lower than M9SV.DE's 0.45% expense ratio.
Dividends
36BZ.DE vs. M9SV.DE - Dividend Comparison
Neither 36BZ.DE nor M9SV.DE has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and M9SV.DE have a correlation of 0.55, 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 0.45% for M9SV.DE.
36BZ.DE tracks MSCI China A Inclusion, while M9SV.DE tracks STOXX China A 900 Minimum Variance Unconstrained AM Index. They also come from different issuers: iShares and Market Access. Their fees differ too: 0.40% for 36BZ.DE and 0.45% for M9SV.DE.
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