MEMX vs. EMFIX

In the year-to-date period, MEMX achieves a 5.15% return, which is significantly lower than EMFIX's 9.32% return.

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MEMX has a 0.79% expense ratio, which is lower than EMFIX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Matthews Emerging Markets Ex China Active ETF (MEMX) and Ashmore Emerging Markets Equity Fund (EMFIX). 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.

The current MEMX Sharpe Ratio is 0.33, which is comparable to the EMFIX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of MEMX and EMFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MEMX's dividend yield for the trailing twelve months is around 0.94%, more than EMFIX's 0.55% yield.

The maximum MEMX drawdown since its inception was -19.27%, smaller than the maximum EMFIX drawdown of -43.02%. Use the drawdown chart below to compare losses from any high point for MEMX and EMFIX.

Matthews Emerging Markets Ex China Active ETF (MEMX) and Ashmore Emerging Markets Equity Fund (EMFIX) have volatilities of 3.81% and 3.80%, 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.