EEMA vs. MATFX

In the year-to-date period, EEMA achieves a 1.66% return, which is significantly higher than MATFX's -0.39% return. Over the past 10 years, EEMA has outperformed MATFX with an annualized return of 3.06%, while MATFX has yielded a comparatively lower -1.16% annualized return.

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EEMA has a 0.50% expense ratio, which is lower than MATFX's 1.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Asia ETF (EEMA) and Matthews Asia Innovators Fund (MATFX). 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.

The current EEMA Sharpe Ratio is 0.47, which is comparable to the MATFX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of EEMA and MATFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EEMA's dividend yield for the trailing twelve months is around 1.71%, while MATFX has not paid dividends to shareholders.

The maximum EEMA drawdown since its inception was -44.18%, smaller than the maximum MATFX drawdown of -77.90%. Use the drawdown chart below to compare losses from any high point for EEMA and MATFX. For additional features, visit the drawdowns tool.

iShares MSCI Emerging Markets Asia ETF (EEMA) has a higher volatility of 12.40% compared to Matthews Asia Innovators Fund (MATFX) at 11.41%. This indicates that EEMA's price experiences larger fluctuations and is considered to be riskier than MATFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.