Correlation
The correlation between ASIA and IVV is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
ASIA vs. IVV
Compare and contrast key facts about Matthews Pacific Tiger Active ETF (ASIA) and iShares Core S&P 500 ETF (IVV).
ASIA and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ASIA is an actively managed fund by Matthews Asia. It was launched on Sep 21, 2023. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASIA or IVV.
Performance
ASIA vs. IVV - Performance Comparison
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Key characteristics
ASIA:
0.29
IVV:
0.70
ASIA:
0.48
IVV:
1.05
ASIA:
1.06
IVV:
1.15
ASIA:
0.21
IVV:
0.69
ASIA:
0.52
IVV:
2.62
ASIA:
9.55%
IVV:
4.93%
ASIA:
21.87%
IVV:
19.73%
ASIA:
-23.95%
IVV:
-55.25%
ASIA:
-7.63%
IVV:
-3.45%
Returns By Period
In the year-to-date period, ASIA achieves a 5.97% return, which is significantly higher than IVV's 1.01% return.
ASIA
5.97%
7.45%
3.19%
6.28%
N/A
N/A
N/A
IVV
1.01%
6.43%
-0.85%
13.63%
14.12%
15.92%
12.79%
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ASIA vs. IVV - Expense Ratio Comparison
ASIA has a 0.79% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
ASIA vs. IVV — Risk-Adjusted Performance Rank
ASIA
IVV
ASIA vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Pacific Tiger Active ETF (ASIA) and iShares Core S&P 500 ETF (IVV). 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.
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Dividends
ASIA vs. IVV - Dividend Comparison
ASIA's dividend yield for the trailing twelve months is around 0.55%, less than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASIA Matthews Pacific Tiger Active ETF | 0.55% | 0.58% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
ASIA vs. IVV - Drawdown Comparison
The maximum ASIA drawdown since its inception was -23.95%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ASIA and IVV.
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Volatility
ASIA vs. IVV - Volatility Comparison
The current volatility for Matthews Pacific Tiger Active ETF (ASIA) is 4.45%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.81%. This indicates that ASIA experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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