36BZ.DE vs. MWRD.L
Compare and contrast key facts about iShares MSCI China A UCITS ETF (36BZ.DE) and Amundi Index MSCI World (MWRD.L).
36BZ.DE and MWRD.L 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. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016. Both 36BZ.DE and MWRD.L 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 MWRD.L.
Key characteristics
| 36BZ.DE | MWRD.L |
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Correlation
The correlation between 36BZ.DE and MWRD.L is 0.42, 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. MWRD.L - Performance Comparison
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. MWRD.L - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is higher than MWRD.L's 0.08% expense ratio.
Risk-Adjusted Performance
36BZ.DE vs. MWRD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (36BZ.DE) and Amundi Index MSCI World (MWRD.L). 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. MWRD.L - Dividend Comparison
Neither 36BZ.DE nor MWRD.L has paid dividends to shareholders.
Drawdowns
36BZ.DE vs. MWRD.L - Drawdown Comparison
Volatility
36BZ.DE vs. MWRD.L - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 12.02% compared to Amundi Index MSCI World (MWRD.L) at 0.00%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than MWRD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.