Correlation
The correlation between MEM and EDIV is 0.47, 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.
MEM vs. EDIV
Compare and contrast key facts about Matthews Emerging Markets Equity Active ETF (MEM) and SPDR S&P Emerging Markets Dividend ETF (EDIV).
MEM and EDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MEM is an actively managed fund by Matthews Asia. It was launched on Jul 13, 2022. EDIV is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Dividend Opportunities Index. It was launched on Feb 23, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEM or EDIV.
Performance
MEM vs. EDIV - Performance Comparison
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Key characteristics
MEM:
0.55
EDIV:
0.86
MEM:
0.77
EDIV:
1.10
MEM:
1.10
EDIV:
1.15
MEM:
0.46
EDIV:
0.73
MEM:
1.23
EDIV:
1.97
MEM:
7.14%
EDIV:
5.15%
MEM:
19.51%
EDIV:
13.93%
MEM:
-19.10%
EDIV:
-53.35%
MEM:
-5.36%
EDIV:
-1.26%
Returns By Period
In the year-to-date period, MEM achieves a 5.81% return, which is significantly lower than EDIV's 7.72% return.
MEM
5.81%
3.94%
3.73%
11.52%
N/A
N/A
N/A
EDIV
7.72%
3.77%
7.94%
12.58%
16.03%
13.70%
5.15%
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MEM vs. EDIV - Expense Ratio Comparison
MEM has a 0.79% expense ratio, which is higher than EDIV's 0.49% expense ratio.
Risk-Adjusted Performance
MEM vs. EDIV — Risk-Adjusted Performance Rank
MEM
EDIV
MEM vs. EDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Emerging Markets Equity Active ETF (MEM) and SPDR S&P Emerging Markets Dividend ETF (EDIV). 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
MEM vs. EDIV - Dividend Comparison
MEM's dividend yield for the trailing twelve months is around 7.39%, more than EDIV's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEM Matthews Emerging Markets Equity Active ETF | 7.39% | 7.82% | 0.01% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EDIV SPDR S&P Emerging Markets Dividend ETF | 3.98% | 3.94% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.93% | 5.33% | 4.84% |
Drawdowns
MEM vs. EDIV - Drawdown Comparison
The maximum MEM drawdown since its inception was -19.10%, smaller than the maximum EDIV drawdown of -53.35%. Use the drawdown chart below to compare losses from any high point for MEM and EDIV.
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Volatility
MEM vs. EDIV - Volatility Comparison
Matthews Emerging Markets Equity Active ETF (MEM) has a higher volatility of 3.97% compared to SPDR S&P Emerging Markets Dividend ETF (EDIV) at 3.16%. This indicates that MEM's price experiences larger fluctuations and is considered to be riskier than EDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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