EXXU.DE vs. 36BZ.DE
Compare and contrast key facts about iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) and iShares MSCI China A UCITS ETF (36BZ.DE).
EXXU.DE and 36BZ.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXXU.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones China Offshore 50. It was launched on Mar 27, 2006. 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. Both EXXU.DE and 36BZ.DE 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: EXXU.DE or 36BZ.DE.
Key characteristics
| EXXU.DE | 36BZ.DE | |
|---|---|---|
| YTD Return | 20.57% | 20.44% |
| 1Y Return | 9.61% | 13.67% |
| 3Y Return (Ann) | -8.85% | -6.96% |
| 5Y Return (Ann) | -2.98% | 3.53% |
| Sharpe Ratio | 0.41 | 0.53 |
| Sortino Ratio | 0.82 | 1.02 |
| Omega Ratio | 1.09 | 1.14 |
| Calmar Ratio | 0.20 | 0.33 |
| Martin Ratio | 1.22 | 1.75 |
| Ulcer Index | 9.82% | 8.32% |
| Daily Std Dev | 29.73% | 27.08% |
| Max Drawdown | -66.04% | -53.30% |
| Current Drawdown | -44.71% | -25.45% |
Correlation
The correlation between EXXU.DE and 36BZ.DE is 0.69, 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
EXXU.DE vs. 36BZ.DE - Performance Comparison
The year-to-date returns for both stocks are quite close, with EXXU.DE having a 20.57% return and 36BZ.DE slightly lower at 20.44%. 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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EXXU.DE vs. 36BZ.DE - Expense Ratio Comparison
EXXU.DE has a 0.61% expense ratio, which is higher than 36BZ.DE's 0.40% expense ratio.
Risk-Adjusted Performance
EXXU.DE vs. 36BZ.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.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.
Dividends
EXXU.DE vs. 36BZ.DE - Dividend Comparison
Neither EXXU.DE nor 36BZ.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXU.DE iShares Dow Jones China Offshore 50 UCITS ETF (DE) | 0.00% | 0.00% | 2.04% | 0.96% | 1.33% | 1.83% | 2.01% | 2.12% | 1.92% | 2.75% | 1.92% | 3.04% |
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% | 0.00% | 0.00% |
Drawdowns
EXXU.DE vs. 36BZ.DE - Drawdown Comparison
The maximum EXXU.DE drawdown since its inception was -66.04%, which is greater than 36BZ.DE's maximum drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for EXXU.DE and 36BZ.DE. For additional features, visit the drawdowns tool.
Volatility
EXXU.DE vs. 36BZ.DE - Volatility Comparison
The current volatility for iShares Dow Jones China Offshore 50 UCITS ETF (DE) (EXXU.DE) is 11.11%, while iShares MSCI China A UCITS ETF (36BZ.DE) has a volatility of 12.02%. This indicates that EXXU.DE experiences smaller price fluctuations and is considered to be less risky than 36BZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.