M9SV.DE vs. 36BZ.DE
M9SV.DE (Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR) and 36BZ.DE (iShares MSCI China A UCITS ETF) are both China Equities funds - M9SV.DE tracks the STOXX China A 900 Minimum Variance Unconstrained AM Index while 36BZ.DE tracks the MSCI China A Inclusion. Both are passively managed. Over the past 5 years, M9SV.DE returned 4.62%/yr vs -1.36%/yr for 36BZ.DE. A 0.62 correlation means they provide meaningful diversification when combined. M9SV.DE charges 0.45%/yr vs 0.40%/yr for 36BZ.DE.
Performance
M9SV.DE vs. 36BZ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, M9SV.DE achieves a -4.17% return, which is significantly lower than 36BZ.DE's 3.05% return.
M9SV.DE
- 1D
- -1.34%
- 1M
- -3.50%
- 6M
- -5.17%
- YTD
- -4.17%
- 1Y
- 0.85%
- 3Y*
- 7.46%
- 5Y*
- 4.62%
- 10Y*
- —
36BZ.DE
- 1D
- -3.43%
- 1M
- -7.65%
- 6M
- -0.59%
- YTD
- 3.05%
- 1Y
- 21.58%
- 3Y*
- 7.77%
- 5Y*
- -1.36%
- 10Y*
- 4.64%
M9SV.DE vs. 36BZ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
M9SV.DE Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR | -4.17% | -5.32% | 37.47% | 2.90% | -11.14% | 18.00% | 14.68% | 7.74% | -16.71% |
36BZ.DE iShares MSCI China A UCITS ETF | 3.05% | 10.31% | 19.89% | -17.15% | -21.23% | 13.32% | 28.64% | 37.19% | -22.55% |
Correlation
The correlation between M9SV.DE and 36BZ.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jun 7, 2018 | 0.62 |
The correlation between M9SV.DE and 36BZ.DE has been stable across timeframes, ranging from 0.52 to 0.62 - a consistent structural relationship.
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Return for Risk
M9SV.DE vs. 36BZ.DE — Risk / Return Rank
M9SV.DE
36BZ.DE
M9SV.DE vs. 36BZ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR (M9SV.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.
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.
| M9SV.DE | 36BZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.92 | -1.80 |
| Martin ratioReturn relative to average drawdown | 0.26 | 7.16 | -6.90 |
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Drawdowns
M9SV.DE vs. 36BZ.DE - Drawdown Comparison
The maximum M9SV.DE drawdown since its inception was -23.79%, smaller than the maximum 36BZ.DE drawdown of -53.33%. Use the drawdown chart below to compare losses from any high point for M9SV.DE and 36BZ.DE.
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Drawdown Indicators
| M9SV.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.79% | -53.33% | +29.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.28% | -11.21% | +3.93% |
Max Drawdown (3Y)Largest decline over 3 years | -23.79% | -27.99% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.79% | -41.98% | +18.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.43% | — |
Current DrawdownCurrent decline from peak | -17.53% | -15.64% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -9.53% | -29.99% | +20.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.01% | +0.22% |
Volatility
M9SV.DE vs. 36BZ.DE - Volatility Comparison
The current volatility for Market Access STOXX China A Minimum Variance Index UCITS ETF C EUR (M9SV.DE) is 3.57%, while iShares MSCI China A UCITS ETF (36BZ.DE) has a volatility of 9.12%. This indicates that M9SV.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.
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Volatility by Period
| M9SV.DE | 36BZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 9.12% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.43% | 14.18% | -6.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.11% | 18.54% | -7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.42% | 21.75% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.48% | 22.26% | -0.78% |
M9SV.DE vs. 36BZ.DE - Expense Ratio Comparison
M9SV.DE has a 0.45% expense ratio, which is higher than 36BZ.DE's 0.40% expense ratio.
Dividends
M9SV.DE vs. 36BZ.DE - Dividend Comparison
Neither M9SV.DE nor 36BZ.DE has paid dividends to shareholders.
Frequently Asked Questions
M9SV.DE and 36BZ.DE have a correlation of 0.55, 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 0.45% for M9SV.DE.
M9SV.DE tracks STOXX China A 900 Minimum Variance Unconstrained AM Index, while 36BZ.DE tracks MSCI China A Inclusion. They also come from different issuers: Market Access and iShares. Their fees differ too: 0.45% for M9SV.DE and 0.40% for 36BZ.DE.
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