IDFX.L vs. KSTR.L
IDFX.L (iShares China Large Cap UCITS) and KSTR.L (KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF USD (Acc)) are both China Equities funds - IDFX.L tracks the MSCI China NR USD while KSTR.L tracks the SSE Science and Technology Innovation Board 50 Index. Both are passively managed. Over the past 5 years, IDFX.L returned -2.93%/yr vs -1.43%/yr for KSTR.L. At a 0.45 correlation, their price movements are largely independent. IDFX.L charges 0.74%/yr vs 0.82%/yr for KSTR.L.
Performance
IDFX.L vs. KSTR.L - Performance Comparison
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Returns By Period
In the year-to-date period, IDFX.L achieves a -10.85% return, which is significantly lower than KSTR.L's 33.13% return.
IDFX.L
- 1D
- -1.83%
- 1M
- -0.82%
- 6M
- -12.40%
- YTD
- -10.85%
- 1Y
- -7.46%
- 3Y*
- 9.88%
- 5Y*
- -2.93%
- 10Y*
- 2.13%
KSTR.L
- 1D
- -5.63%
- 1M
- -7.01%
- 6M
- 17.12%
- YTD
- 33.13%
- 1Y
- 79.93%
- 3Y*
- 19.20%
- 5Y*
- -1.43%
- 10Y*
- —
IDFX.L vs. KSTR.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IDFX.L iShares China Large Cap UCITS | -10.85% | 28.34% | 31.04% | -13.62% | -20.48% | -18.87% |
KSTR.L KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF USD (Acc) | 33.13% | 42.76% | 5.23% | -18.80% | -38.16% | 2.78% |
Correlation
The correlation between IDFX.L and KSTR.L is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 26, 2021 | 0.45 |
The correlation between IDFX.L and KSTR.L shifts across timeframes, from 0.38 (1 year) to 0.48 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IDFX.L vs. KSTR.L — Risk / Return Rank
IDFX.L
KSTR.L
IDFX.L vs. KSTR.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares China Large Cap UCITS (IDFX.L) and KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF USD (Acc) (KSTR.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.
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.
| IDFX.L | KSTR.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -2.86 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.34 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 3.37 | -3.70 |
| Martin ratioReturn relative to average drawdown | -0.76 | 10.31 | -11.07 |
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Drawdowns
IDFX.L vs. KSTR.L - Drawdown Comparison
The maximum IDFX.L drawdown since its inception was -70.73%, which is greater than KSTR.L's maximum drawdown of -66.67%. Use the drawdown chart below to compare losses from any high point for IDFX.L and KSTR.L.
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Drawdown Indicators
| IDFX.L | KSTR.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.73% | -66.67% | -4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -22.94% | -23.57% | +0.63% |
Max Drawdown (3Y)Largest decline over 3 years | -28.73% | -35.82% | +7.09% |
Max Drawdown (5Y)Largest decline over 5 years | -51.04% | -66.38% | +15.34% |
Max Drawdown (10Y)Largest decline over 10 years | -60.44% | — | — |
Current DrawdownCurrent decline from peak | -29.33% | -23.57% | -5.76% |
Average DrawdownAverage peak-to-trough decline | -34.13% | -39.82% | +5.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 7.73% | +2.03% |
Volatility
IDFX.L vs. KSTR.L - Volatility Comparison
The current volatility for iShares China Large Cap UCITS (IDFX.L) is 6.04%, while KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF USD (Acc) (KSTR.L) has a volatility of 19.71%. This indicates that IDFX.L experiences smaller price fluctuations and is considered to be less risky than KSTR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDFX.L | KSTR.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 19.71% | -13.67% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 34.05% | -19.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 41.03% | -21.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.97% | 34.61% | -4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.01% | 34.55% | -8.54% |
IDFX.L vs. KSTR.L - Expense Ratio Comparison
IDFX.L has a 0.74% expense ratio, which is lower than KSTR.L's 0.82% expense ratio.
Dividends
IDFX.L vs. KSTR.L - Dividend Comparison
IDFX.L's dividend yield for the trailing twelve months is around 1.85%, while KSTR.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDFX.L iShares China Large Cap UCITS | 1.85% | 1.76% | 2.38% | 2.43% | 2.36% | 1.86% | 2.39% | 2.44% | 3.04% | 2.35% | 2.47% | 2.70% |
KSTR.L KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDFX.L and KSTR.L have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDFX.L is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDFX.L is cheaper with a 0.74% expense ratio, compared with 0.82% for KSTR.L.
IDFX.L tracks MSCI China NR USD, while KSTR.L tracks SSE Science and Technology Innovation Board 50 Index. They also come from different issuers: iShares and KraneShares. Their fees differ too: 0.74% for IDFX.L and 0.82% for KSTR.L.
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