36BZ.DE vs. SXRV.DE
36BZ.DE (iShares MSCI China A UCITS ETF) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - 36BZ.DE is a China Equities fund tracking the MSCI China A Inclusion, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, 36BZ.DE returned 5.98%/yr vs 21.24%/yr for SXRV.DE. At a 0.37 correlation, their price movements are largely independent. 36BZ.DE charges 0.40%/yr vs 0.36%/yr for SXRV.DE.
Performance
36BZ.DE vs. SXRV.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 SXRV.DE's 20.57% return. Over the past 10 years, 36BZ.DE has underperformed SXRV.DE with an annualized return of 5.98%, while SXRV.DE has yielded a comparatively higher 21.24% 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%
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
36BZ.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
Correlation
The correlation between 36BZ.DE and SXRV.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 | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.37 |
The correlation between 36BZ.DE and SXRV.DE shifts across timeframes, from 0.19 (3 years) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
36BZ.DE vs. SXRV.DE — Risk / Return Rank
36BZ.DE
SXRV.DE
36BZ.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.42 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 5.10 | 3.75 | +1.34 |
| Martin ratioReturn relative to average drawdown | 13.77 | 11.16 | +2.61 |
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 | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 2.40 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.93 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 1.07 | -0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.91 | -0.88 |
Drawdowns
36BZ.DE vs. SXRV.DE - Drawdown Comparison
The maximum 36BZ.DE drawdown since its inception was -53.30%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for 36BZ.DE and SXRV.DE.
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Drawdown Indicators
| 36BZ.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -32.80% | -20.50% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -10.03% | +3.46% |
Max Drawdown (3Y)Largest decline over 3 years | -28.01% | -26.69% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -41.94% | -31.33% | -10.61% |
Max Drawdown (10Y)Largest decline over 10 years | -43.38% | -31.33% | -12.05% |
Current DrawdownCurrent decline from peak | -10.22% | -0.83% | -9.39% |
Average DrawdownAverage peak-to-trough decline | -30.19% | -6.56% | -23.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 3.38% | -0.94% |
Volatility
36BZ.DE vs. SXRV.DE - Volatility Comparison
iShares MSCI China A UCITS ETF (36BZ.DE) has a higher volatility of 5.55% compared to iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 4.26%. This indicates that 36BZ.DE's price experiences larger fluctuations and is considered to be riskier than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 4.26% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 10.98% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 15.67% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 19.84% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 19.65% | +2.45% |
36BZ.DE vs. SXRV.DE - Expense Ratio Comparison
36BZ.DE has a 0.40% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
36BZ.DE vs. SXRV.DE - Dividend Comparison
Neither 36BZ.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
36BZ.DE and SXRV.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, SXRV.DE is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRV.DE is cheaper with a 0.36% expense ratio, compared with 0.40% for 36BZ.DE.
36BZ.DE is categorized as China Equities, while SXRV.DE is Nasdaq-100. 36BZ.DE tracks MSCI China A Inclusion, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.40% for 36BZ.DE and 0.36% for SXRV.DE.
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