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ISVBF vs. FXP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ISVBF vs. FXP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI China A UCITS ETF (ISVBF) and ProShares UltraShort FTSE China 50 (FXP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ISVBF achieves a -6.46% return, which is significantly lower than FXP's 13.64% return.


ISVBF

1D
-2.03%
1M
-2.58%
YTD
-6.46%
6M
-7.93%
1Y
7.29%
3Y*
9.94%
5Y*
-5.16%
10Y*

FXP

1D
4.65%
1M
5.53%
YTD
13.64%
6M
16.82%
1Y
-6.43%
3Y*
-30.22%
5Y*
-16.52%
10Y*
-23.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISVBF vs. FXP - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ISVBF
iShares MSCI China A UCITS ETF
-6.46%30.64%18.96%-9.28%-23.01%-22.12%
FXP
ProShares UltraShort FTSE China 50
13.64%-45.32%-52.46%12.74%-11.73%30.31%

Correlation

The correlation between ISVBF and FXP is -0.67, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.67

Correlation (3Y)
Calculated over the trailing 3-year period

-0.48

Correlation (5Y)
Calculated over the trailing 5-year period

-0.34

Correlation (All Time)
Calculated using the full available price history since May 6, 2021

-0.34

Over the past year, the inverse relationship between ISVBF and FXP has strengthened: their correlation has moved from -0.34 to -0.67, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

ISVBF vs. FXP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ISVBF
ISVBF Risk / Return Rank: 1313
Overall Rank
ISVBF Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
ISVBF Sortino Ratio Rank: 1313
Sortino Ratio Rank
ISVBF Omega Ratio Rank: 1313
Omega Ratio Rank
ISVBF Calmar Ratio Rank: 1313
Calmar Ratio Rank
ISVBF Martin Ratio Rank: 1313
Martin Ratio Rank

FXP
FXP Risk / Return Rank: 77
Overall Rank
FXP Sharpe Ratio Rank: 77
Sharpe Ratio Rank
FXP Sortino Ratio Rank: 88
Sortino Ratio Rank
FXP Omega Ratio Rank: 88
Omega Ratio Rank
FXP Calmar Ratio Rank: 77
Calmar Ratio Rank
FXP Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISVBF vs. FXP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI China A UCITS ETF (ISVBF) and ProShares UltraShort FTSE China 50 (FXP). 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.


ISVBFFXPDifference
Sharpe ratioReturn per unit of total volatility

+0.40

Sortino ratioReturn per unit of downside risk

+0.50

Omega ratioGain probability vs. loss probability

1.07

1.00

+0.07

Calmar ratioReturn relative to maximum drawdown

0.38

-0.24

+0.62

Martin ratioReturn relative to average drawdown

0.89

-0.40

+1.29

ISVBF vs. FXP - Sharpe Ratio Comparison

The current ISVBF Sharpe Ratio is 0.24, which is higher than the FXP Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of ISVBF and FXP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ISVBFFXPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.24

-0.16

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.17

-0.26

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.15

-0.44

+0.29

Drawdowns

ISVBF vs. FXP - Drawdown Comparison

The maximum ISVBF drawdown since its inception was -53.78%, smaller than the maximum FXP drawdown of -99.94%. Use the drawdown chart below to compare losses from any high point for ISVBF and FXP.


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Drawdown Indicators


ISVBFFXPDifference

Max Drawdown

Largest peak-to-trough decline

-53.78%

-99.94%

+46.16%

Max Drawdown (1Y)

Largest decline over 1 year

-19.18%

-27.21%

+8.03%

Max Drawdown (3Y)

Largest decline over 3 years

-23.77%

-82.34%

+58.57%

Max Drawdown (5Y)

Largest decline over 5 years

-53.22%

-87.85%

+34.63%

Max Drawdown (10Y)

Largest decline over 10 years

-94.71%

Current Drawdown

Current decline from peak

-24.18%

-99.92%

+75.74%

Average Drawdown

Average peak-to-trough decline

-32.76%

-94.15%

+61.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.21%

17.66%

-9.45%

Volatility

ISVBF vs. FXP - Volatility Comparison

The current volatility for iShares MSCI China A UCITS ETF (ISVBF) is 10.81%, while ProShares UltraShort FTSE China 50 (FXP) has a volatility of 15.06%. This indicates that ISVBF experiences smaller price fluctuations and is considered to be less risky than FXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ISVBFFXPDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.81%

15.06%

-4.25%

Volatility (6M)

Calculated over the trailing 6-month period

26.55%

28.87%

-2.32%

Volatility (1Y)

Calculated over the trailing 1-year period

30.57%

39.29%

-8.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.20%

63.12%

-32.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.21%

54.91%

-24.70%

ISVBF vs. FXP - Expense Ratio Comparison

ISVBF has a 0.40% expense ratio, which is lower than FXP's 0.95% expense ratio.


Dividends

ISVBF vs. FXP - Dividend Comparison

ISVBF has not paid dividends to shareholders, while FXP's dividend yield for the trailing twelve months is around 4.12%.


PositionTTM20252024202320222021202020192018
FXP
ProShares UltraShort FTSE China 50
4.12%9.57%3.55%2.20%0.06%0.00%0.06%1.20%0.16%
ISVBF
iShares MSCI China A UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ISVBF and FXP have a correlation of -0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FXP has higher volatility (15.06%) compared to ISVBF (10.81%). In terms of maximum drawdown, ISVBF dropped -53.78% vs FXP's -99.94%.

On 5-year performance, ISVBF leads with -5.16% vs -16.52% for FXP. On fees, ISVBF is cheaper at 0.40% per year. On volatility, ISVBF has been the lower-risk option at 10.81%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ISVBF has performed better with a -5.16% return vs -16.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISVBF is cheaper with a 0.40% expense ratio, compared with 0.95% for FXP.

FXP has the higher dividend yield at 4.12%, compared with 0.00% for ISVBF.

ISVBF is categorized as China Equities, while FXP is Leveraged Equities. ISVBF tracks MSCI China A Inclusion Index, while FXP tracks FTSE China 50 Net Tax USD (TR) (-200%). They also come from different issuers: iShares and ProShares. Their fees differ too: 0.40% for ISVBF and 0.95% for FXP.

ISVBF currently has the higher Sharpe Ratio (0.24 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ISVBF and FXP

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