Correlation
The correlation between MEM and FNDE is 0.57, 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. FNDE
Compare and contrast key facts about Matthews Emerging Markets Equity Active ETF (MEM) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE).
MEM and FNDE 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. FNDE is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental Emerging Markets Large Company Index. It was launched on Aug 15, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEM or FNDE.
Performance
MEM vs. FNDE - Performance Comparison
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Key characteristics
MEM:
0.55
FNDE:
0.54
MEM:
0.77
FNDE:
0.77
MEM:
1.10
FNDE:
1.10
MEM:
0.46
FNDE:
0.48
MEM:
1.23
FNDE:
1.30
MEM:
7.14%
FNDE:
6.85%
MEM:
19.51%
FNDE:
20.23%
MEM:
-19.10%
FNDE:
-43.55%
MEM:
-5.36%
FNDE:
-3.87%
Returns By Period
In the year-to-date period, MEM achieves a 5.81% return, which is significantly lower than FNDE's 8.12% return.
MEM
5.81%
3.94%
3.73%
11.52%
N/A
N/A
N/A
FNDE
8.12%
4.35%
6.90%
12.04%
9.31%
11.56%
6.00%
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MEM vs. FNDE - Expense Ratio Comparison
MEM has a 0.79% expense ratio, which is higher than FNDE's 0.39% expense ratio.
Risk-Adjusted Performance
MEM vs. FNDE — Risk-Adjusted Performance Rank
MEM
FNDE
MEM vs. FNDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Emerging Markets Equity Active ETF (MEM) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE). 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. FNDE - Dividend Comparison
MEM's dividend yield for the trailing twelve months is around 7.39%, more than FNDE's 4.46% 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% |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.46% | 4.82% | 4.74% | 5.59% | 4.31% | 2.49% | 3.47% | 3.05% | 2.05% | 1.65% | 2.02% | 1.36% |
Drawdowns
MEM vs. FNDE - Drawdown Comparison
The maximum MEM drawdown since its inception was -19.10%, smaller than the maximum FNDE drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for MEM and FNDE.
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Volatility
MEM vs. FNDE - Volatility Comparison
Matthews Emerging Markets Equity Active ETF (MEM) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) have volatilities of 3.97% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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