LCHI.DE vs. 36BZ.DE
LCHI.DE (Amundi MSCI China ESG Leaders Extra UCITS ETF Acc) and 36BZ.DE (iShares MSCI China A UCITS ETF) are both China Equities funds - LCHI.DE tracks the MSCI China Select ESG Rating and Trend Leaders while 36BZ.DE tracks the MSCI China A Inclusion. Both are passively managed. Over the past 10 years, LCHI.DE returned -0.61%/yr vs 5.98%/yr for 36BZ.DE. A 0.70 correlation means they provide meaningful diversification when combined. LCHI.DE charges 0.65%/yr vs 0.40%/yr for 36BZ.DE.
Performance
LCHI.DE vs. 36BZ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LCHI.DE achieves a -6.56% return, which is significantly lower than 36BZ.DE's 9.71% return. Over the past 10 years, LCHI.DE has underperformed 36BZ.DE with an annualized return of -0.61%, while 36BZ.DE has yielded a comparatively higher 5.98% annualized return.
LCHI.DE
- 1D
- -0.66%
- 1M
- -2.44%
- YTD
- -6.56%
- 6M
- -9.08%
- 1Y
- 3.00%
- 3Y*
- 6.79%
- 5Y*
- -6.02%
- 10Y*
- -0.61%
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%
LCHI.DE vs. 36BZ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCHI.DE Amundi MSCI China ESG Leaders Extra UCITS ETF Acc | -6.56% | 21.51% | 20.39% | -16.01% | -18.45% | -19.46% | -11.07% | 17.62% | -8.07% | 11.65% |
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 LCHI.DE and 36BZ.DE is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2015 | 0.70 |
The correlation between LCHI.DE and 36BZ.DE has been stable across timeframes, ranging from 0.64 to 0.70 - a consistent structural relationship.
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Return for Risk
LCHI.DE vs. 36BZ.DE — Risk / Return Rank
LCHI.DE
36BZ.DE
LCHI.DE vs. 36BZ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI China ESG Leaders Extra UCITS ETF Acc (LCHI.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.
| LCHI.DE | 36BZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.52 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.38 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.19 | 5.10 | -4.90 |
| Martin ratioReturn relative to average drawdown | 0.37 | 13.77 | -13.40 |
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
| LCHI.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 2.11 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | -0.01 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.02 | 0.27 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.03 | +0.07 |
Drawdowns
LCHI.DE vs. 36BZ.DE - Drawdown Comparison
The maximum LCHI.DE drawdown since its inception was -70.36%, 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 LCHI.DE and 36BZ.DE.
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Drawdown Indicators
| LCHI.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.36% | -53.30% | -17.06% |
Max Drawdown (1Y)Largest decline over 1 year | -17.61% | -6.57% | -11.04% |
Max Drawdown (3Y)Largest decline over 3 years | -26.53% | -28.01% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -53.34% | -41.94% | -11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -58.24% | -43.38% | -14.86% |
Current DrawdownCurrent decline from peak | -45.52% | -10.22% | -35.30% |
Average DrawdownAverage peak-to-trough decline | -35.43% | -30.19% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.13% | 2.44% | +6.69% |
Volatility
LCHI.DE vs. 36BZ.DE - Volatility Comparison
Amundi MSCI China ESG Leaders Extra UCITS ETF Acc (LCHI.DE) has a higher volatility of 7.94% compared to iShares MSCI China A UCITS ETF (36BZ.DE) at 5.55%. This indicates that LCHI.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
| LCHI.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 5.55% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 14.06% | 10.96% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 15.83% | +4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.07% | 21.44% | +7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.29% | 22.10% | +3.19% |
LCHI.DE vs. 36BZ.DE - Expense Ratio Comparison
LCHI.DE has a 0.65% expense ratio, which is higher than 36BZ.DE's 0.40% expense ratio.
Dividends
LCHI.DE vs. 36BZ.DE - Dividend Comparison
Neither LCHI.DE nor 36BZ.DE has paid dividends to shareholders.
Frequently Asked Questions
LCHI.DE and 36BZ.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 LCHI.DE.
LCHI.DE tracks MSCI China Select ESG Rating and Trend Leaders, while 36BZ.DE tracks MSCI China A Inclusion. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.65% for LCHI.DE and 0.40% for 36BZ.DE.
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