MATE vs. ASGM
MATE (Man Active Trend Enhanced ETF) and ASGM (Virtus AlphaSimplex Global Macro ETF) are both Tactical Allocation funds. Both are actively managed. Their correlation of 0.85 suggests significant overlap in exposure. MATE charges 0.97%/yr vs 0.86%/yr for ASGM.
Performance
MATE vs. ASGM - Performance Comparison
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Returns By Period
In the year-to-date period, MATE achieves a 20.78% return, which is significantly lower than ASGM's 22.52% return.
MATE
- 1D
- -0.07%
- 1M
- 7.70%
- YTD
- 20.78%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ASGM
- 1D
- -0.53%
- 1M
- 7.21%
- YTD
- 22.52%
- 6M
- 24.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MATE vs. ASGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MATE Man Active Trend Enhanced ETF | 20.78% | 4.27% |
ASGM Virtus AlphaSimplex Global Macro ETF | 22.52% | 3.62% |
Correlation
The correlation between MATE and ASGM is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.85 |
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Return for Risk
MATE vs. ASGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Man Active Trend Enhanced ETF (MATE) and Virtus AlphaSimplex Global Macro ETF (ASGM). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| MATE | ASGM | Difference | |
|---|---|---|---|
Sharpe Ratio (All Time)Calculated using the full available price history | 3.07 | 2.95 | +0.12 |
Drawdowns
MATE vs. ASGM - Drawdown Comparison
The maximum MATE drawdown since its inception was -13.24%, which is greater than ASGM's maximum drawdown of -6.62%. Use the drawdown chart below to compare losses from any high point for MATE and ASGM.
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Drawdown Indicators
| MATE | ASGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.24% | -6.62% | -6.62% |
Current DrawdownCurrent decline from peak | -0.07% | -0.53% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -1.22% | -2.05% |
Volatility
MATE vs. ASGM - Volatility Comparison
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Volatility by Period
| MATE | ASGM | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 15.67% | +6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.76% | 15.67% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 15.67% | +6.09% |
MATE vs. ASGM - Expense Ratio Comparison
MATE has a 0.97% expense ratio, which is higher than ASGM's 0.86% expense ratio.
Dividends
MATE vs. ASGM - Dividend Comparison
MATE has not paid dividends to shareholders, while ASGM's dividend yield for the trailing twelve months is around 3.69%.
| Position | TTM | 2025 |
|---|---|---|
ASGM Virtus AlphaSimplex Global Macro ETF | 3.69% | 4.52% |
MATE Man Active Trend Enhanced ETF | 0.00% | 0.00% |
Frequently Asked Questions
MATE and ASGM have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ASGM is cheaper at 0.86% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ASGM is cheaper with a 0.86% expense ratio, compared with 0.97% for MATE.
ASGM has the higher dividend yield at 3.69%, compared with 0.00% for MATE.
They also come from different issuers: Man Group and Virtus. Their fees differ too: 0.97% for MATE and 0.86% for ASGM.
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