MINDX vs. VWO
Compare and contrast key facts about Matthews India Fund (MINDX) and Vanguard FTSE Emerging Markets ETF (VWO).
MINDX is managed by Matthews. It was launched on Oct 30, 2005. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Performance
MINDX vs. VWO - Performance Comparison
Loading graphics...
MINDX vs. VWO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINDX Matthews India Fund | -18.11% | 1.61% | 9.99% | 23.14% | -9.87% | 17.87% | 16.46% | -0.79% | -9.80% | 33.76% |
VWO Vanguard FTSE Emerging Markets ETF | 0.84% | 25.60% | 10.59% | 9.25% | -17.98% | 1.26% | 15.17% | 20.75% | -14.76% | 31.49% |
Returns By Period
In the year-to-date period, MINDX achieves a -18.11% return, which is significantly lower than VWO's 0.84% return. Over the past 10 years, MINDX has underperformed VWO with an annualized return of 5.29%, while VWO has yielded a comparatively higher 7.66% annualized return.
MINDX
- 1D
- 1.76%
- 1M
- -10.65%
- YTD
- -18.11%
- 6M
- -15.90%
- 1Y
- -10.21%
- 3Y*
- 4.55%
- 5Y*
- 2.83%
- 10Y*
- 5.29%
VWO
- 1D
- 0.30%
- 1M
- -5.29%
- YTD
- 0.84%
- 6M
- 1.39%
- 1Y
- 22.71%
- 3Y*
- 13.84%
- 5Y*
- 3.90%
- 10Y*
- 7.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MINDX vs. VWO - Expense Ratio Comparison
MINDX has a 1.15% expense ratio, which is higher than VWO's 0.08% expense ratio.
Return for Risk
MINDX vs. VWO — Risk / Return Rank
MINDX
VWO
MINDX vs. VWO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews India Fund (MINDX) and Vanguard FTSE Emerging Markets ETF (VWO). 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.
| MINDX | VWO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.73 | 1.28 | -2.01 |
Sortino ratioReturn per unit of downside risk | -0.96 | 1.80 | -2.76 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.26 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | 1.89 | -2.35 |
Martin ratioReturn relative to average drawdown | -1.73 | 7.18 | -8.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MINDX | VWO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.73 | 1.28 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.23 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.40 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.25 | +0.14 |
Correlation
The correlation between MINDX and VWO is 0.55, 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.
Dividends
MINDX vs. VWO - Dividend Comparison
MINDX's dividend yield for the trailing twelve months is around 8.26%, more than VWO's 2.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINDX Matthews India Fund | 8.26% | 6.76% | 15.03% | 3.07% | 15.30% | 9.87% | 3.03% | 12.04% | 16.50% | 0.00% | 0.00% | 0.99% |
VWO Vanguard FTSE Emerging Markets ETF | 2.68% | 2.79% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% |
Drawdowns
MINDX vs. VWO - Drawdown Comparison
The maximum MINDX drawdown since its inception was -72.18%, which is greater than VWO's maximum drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for MINDX and VWO.
Loading graphics...
Drawdown Indicators
| MINDX | VWO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.18% | -67.68% | -4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -21.96% | -12.23% | -9.73% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -32.80% | +6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -48.46% | -36.39% | -12.07% |
Current DrawdownCurrent decline from peak | -25.22% | -8.13% | -17.09% |
Average DrawdownAverage peak-to-trough decline | -14.90% | -15.93% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.89% | 3.22% | +2.67% |
Volatility
MINDX vs. VWO - Volatility Comparison
The current volatility for Matthews India Fund (MINDX) is 6.68%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 7.41%. This indicates that MINDX experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MINDX | VWO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.68% | 7.41% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 12.26% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 17.83% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 17.21% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 19.18% | -1.90% |