MCDFX vs. VOO
Compare and contrast key facts about Matthews China Dividend Fund (MCDFX) and Vanguard S&P 500 ETF (VOO).
MCDFX is managed by Matthews Asia Funds. It was launched on Nov 29, 2009. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCDFX or VOO.
Correlation
The correlation between MCDFX and VOO is 0.52, 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.
Performance
MCDFX vs. VOO - Performance Comparison
Key characteristics
MCDFX:
0.74
VOO:
0.56
MCDFX:
1.08
VOO:
0.92
MCDFX:
1.15
VOO:
1.13
MCDFX:
0.39
VOO:
0.58
MCDFX:
1.49
VOO:
2.25
MCDFX:
11.29%
VOO:
4.83%
MCDFX:
26.13%
VOO:
19.11%
MCDFX:
-47.71%
VOO:
-33.99%
MCDFX:
-26.70%
VOO:
-7.55%
Returns By Period
In the year-to-date period, MCDFX achieves a 8.98% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, MCDFX has underperformed VOO with an annualized return of 3.37%, while VOO has yielded a comparatively higher 12.40% annualized return.
MCDFX
8.98%
11.72%
2.73%
19.13%
1.68%
3.37%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MCDFX vs. VOO - Expense Ratio Comparison
MCDFX has a 1.20% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MCDFX vs. VOO — Risk-Adjusted Performance Rank
MCDFX
VOO
MCDFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews China Dividend Fund (MCDFX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
MCDFX vs. VOO - Dividend Comparison
MCDFX's dividend yield for the trailing twelve months is around 3.64%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCDFX Matthews China Dividend Fund | 3.64% | 3.96% | 4.07% | 3.75% | 2.74% | 3.91% | 1.60% | 2.77% | 2.77% | 1.97% | 2.03% | 2.68% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MCDFX vs. VOO - Drawdown Comparison
The maximum MCDFX drawdown since its inception was -47.71%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MCDFX and VOO. For additional features, visit the drawdowns tool.
Volatility
MCDFX vs. VOO - Volatility Comparison
The current volatility for Matthews China Dividend Fund (MCDFX) is 6.09%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that MCDFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.