36BZ vs. AYEQ - ETF Comparison
36BZ - iShares MSCI China A UCITS ETF
The iShares MSCI China A UCITS ETF is an exchange-traded fund that tracks the MSCI China A Inclusion index, providing investors with exposure to China A-Shares also included in the MSCI Emerging Markets. The fund is domiciled in Ireland and has a total expense ratio of 0.40% p.a.
AYEQ - iShares China CNY Bond UCITS ETF USD Hedged (Dist)
The iShares China CNY Bond UCITS ETF USD Hedged (Dist) tracks the Bloomberg China Treasury + Policy Bank (USD Hedged) index, providing exposure to Chinese government bonds and state-owned bank bonds quoted on the China Interbank Bond Market. The ETF is currency hedged to USD and distributes interest income semi-annually.
| 36BZ | AYEQ | |
|---|---|---|
| Fund Name | iShares MSCI China A UCITS ETF | iShares China CNY Bond UCITS ETF USD Hedged (Dist) |
| Fund Provider | BlackRock | BlackRock |
| Index | MSCI China A Inclusion | Bloomberg China Treasury + Policy Bank (USD Hedged) |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.4% |
| Inception Date | 2015-04-08 | 2019-11-04 |
| Number Of Holdings | 518 | 104 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | China | China |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.