IPAC vs. ADVE
Compare and contrast key facts about iShares Core MSCI Pacific ETF (IPAC) and Matthews Asia Dividend Active ETF (ADVE).
IPAC and ADVE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IPAC is a passively managed fund by iShares that tracks the performance of the MSCI Pacific Investable Market Index. It was launched on Jun 10, 2014. ADVE is an actively managed fund by Matthews. It was launched on Sep 21, 2023.
Performance
IPAC vs. ADVE - Performance Comparison
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IPAC vs. ADVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IPAC iShares Core MSCI Pacific ETF | 6.78% | 25.16% | 6.18% | 6.99% |
ADVE Matthews Asia Dividend Active ETF | 6.57% | 26.12% | 7.02% | 5.13% |
Returns By Period
The year-to-date returns for both stocks are quite close, with IPAC having a 6.78% return and ADVE slightly lower at 6.57%.
IPAC
- 1D
- 2.17%
- 1M
- -4.55%
- YTD
- 6.78%
- 6M
- 9.71%
- 1Y
- 31.26%
- 3Y*
- 15.52%
- 5Y*
- 6.76%
- 10Y*
- 8.94%
ADVE
- 1D
- 3.40%
- 1M
- -7.71%
- YTD
- 6.57%
- 6M
- 10.65%
- 1Y
- 32.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IPAC vs. ADVE - Expense Ratio Comparison
IPAC has a 0.09% expense ratio, which is lower than ADVE's 0.79% expense ratio.
Return for Risk
IPAC vs. ADVE — Risk / Return Rank
IPAC
ADVE
IPAC vs. ADVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Pacific ETF (IPAC) and Matthews Asia Dividend Active ETF (ADVE). 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.
| IPAC | ADVE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 1.86 | -0.25 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.51 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.75 | -0.03 |
Martin ratioReturn relative to average drawdown | 10.22 | 10.93 | -0.71 |
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
| IPAC | ADVE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 1.86 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.19 | -0.77 |
Correlation
The correlation between IPAC and ADVE is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IPAC vs. ADVE - Dividend Comparison
IPAC's dividend yield for the trailing twelve months is around 4.05%, more than ADVE's 2.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPAC iShares Core MSCI Pacific ETF | 4.05% | 4.32% | 3.43% | 3.16% | 2.76% | 4.03% | 1.68% | 3.37% | 2.95% | 2.98% | 2.66% | 2.60% |
ADVE Matthews Asia Dividend Active ETF | 2.80% | 2.97% | 6.00% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IPAC vs. ADVE - Drawdown Comparison
The maximum IPAC drawdown since its inception was -30.99%, which is greater than ADVE's maximum drawdown of -18.41%. Use the drawdown chart below to compare losses from any high point for IPAC and ADVE.
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Drawdown Indicators
| IPAC | ADVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.99% | -18.41% | -12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.49% | -11.73% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.64% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.99% | — | — |
Current DrawdownCurrent decline from peak | -6.64% | -8.73% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -3.20% | -4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.95% | +0.10% |
Volatility
IPAC vs. ADVE - Volatility Comparison
The current volatility for iShares Core MSCI Pacific ETF (IPAC) is 8.11%, while Matthews Asia Dividend Active ETF (ADVE) has a volatility of 8.77%. This indicates that IPAC experiences smaller price fluctuations and is considered to be less risky than ADVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPAC | ADVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.11% | 8.77% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.84% | 12.93% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 17.59% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.52% | 15.11% | +1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 15.11% | +1.48% |