AH50.DE vs. 36BZ.DE
AH50.DE (Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D) and 36BZ.DE (iShares MSCI China A UCITS ETF) are both China Equities funds - AH50.DE tracks the MSCI China NR USD while 36BZ.DE tracks the MSCI China A Inclusion. Both are passively managed. Over the past 10 years, AH50.DE returned 8.17%/yr vs 5.98%/yr for 36BZ.DE. Their correlation of 0.86 suggests significant overlap in exposure. AH50.DE charges 0.65%/yr vs 0.40%/yr for 36BZ.DE.
Performance
AH50.DE vs. 36BZ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AH50.DE achieves a 13.38% return, which is significantly higher than 36BZ.DE's 9.71% return. Over the past 10 years, AH50.DE has outperformed 36BZ.DE with an annualized return of 8.17%, while 36BZ.DE has yielded a comparatively lower 5.98% annualized return.
AH50.DE
- 1D
- -0.52%
- 1M
- 0.48%
- YTD
- 13.38%
- 6M
- 16.15%
- 1Y
- 31.49%
- 3Y*
- 12.81%
- 5Y*
- 1.06%
- 10Y*
- 8.17%
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%
AH50.DE vs. 36BZ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AH50.DE Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D | 13.38% | 11.41% | 26.06% | -15.94% | -16.05% | 2.97% | 14.92% | 41.09% | -16.54% | 20.91% |
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% |
Correlation
The correlation between AH50.DE and 36BZ.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2016 | 0.86 |
The correlation between AH50.DE and 36BZ.DE has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
AH50.DE vs. 36BZ.DE — Risk / Return Rank
AH50.DE
36BZ.DE
AH50.DE vs. 36BZ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D (AH50.DE) and iShares MSCI China A UCITS ETF (36BZ.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.
| AH50.DE | 36BZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.38 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.40 | 5.10 | -0.70 |
| Martin ratioReturn relative to average drawdown | 12.99 | 13.77 | -0.79 |
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
| AH50.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 2.11 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.01 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.27 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.03 | +0.33 |
Drawdowns
AH50.DE vs. 36BZ.DE - Drawdown Comparison
The maximum AH50.DE drawdown since its inception was -45.20%, smaller than the maximum 36BZ.DE drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for AH50.DE and 36BZ.DE.
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Drawdown Indicators
| AH50.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.20% | -53.30% | +8.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | -6.57% | -0.58% |
Max Drawdown (3Y)Largest decline over 3 years | -25.16% | -28.01% | +2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -38.11% | -41.94% | +3.83% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -43.38% | -1.82% |
Current DrawdownCurrent decline from peak | -5.93% | -10.22% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -16.78% | -30.19% | +13.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.44% | -0.01% |
Volatility
AH50.DE vs. 36BZ.DE - Volatility Comparison
Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D (AH50.DE) has a higher volatility of 5.94% compared to iShares MSCI China A UCITS ETF (36BZ.DE) at 5.55%. This indicates that AH50.DE's price experiences larger fluctuations and is considered to be riskier than 36BZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AH50.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 5.55% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 10.96% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 15.83% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.21% | 21.44% | +1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.82% | 22.10% | +0.72% |
AH50.DE vs. 36BZ.DE - Expense Ratio Comparison
AH50.DE has a 0.65% expense ratio, which is higher than 36BZ.DE's 0.40% expense ratio.
Dividends
AH50.DE vs. 36BZ.DE - Dividend Comparison
AH50.DE's dividend yield for the trailing twelve months is around 2.07%, while 36BZ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
36BZ.DE iShares MSCI China A UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AH50.DE Xtrackers Harvest FTSE China A-H 50 UCITS ETF 1D | 2.07% | 3.00% | 2.24% | 2.80% | 3.06% | 1.67% | 1.80% | 1.65% | 2.56% | 2.44% |
Frequently Asked Questions
With a correlation of 0.92, AH50.DE and 36BZ.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 AH50.DE.
AH50.DE tracks MSCI China NR USD, while 36BZ.DE tracks MSCI China A Inclusion. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.65% for AH50.DE and 0.40% for 36BZ.DE.
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