PortfoliosLab logoPortfoliosLab logo
NTSE vs. MEMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NTSE vs. MEMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Emerging Markets Efficient Core Fund (NTSE) and Matthews Emerging Markets Ex China Active ETF (MEMX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, NTSE achieves a 20.64% return, which is significantly lower than MEMX's 23.89% return.


NTSE

1D
-3.71%
1M
-5.38%
6M
13.80%
YTD
20.64%
1Y
41.31%
3Y*
19.80%
5Y*
5.07%
10Y*

MEMX

1D
-3.50%
1M
-4.56%
6M
17.40%
YTD
23.89%
1Y
49.73%
3Y*
22.25%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NTSE vs. MEMX - Yearly Performance Comparison


2026 (YTD)202520242023
NTSE
WisdomTree Emerging Markets Efficient Core Fund
20.64%36.29%4.42%1.36%
MEMX
Matthews Emerging Markets Ex China Active ETF
23.89%35.88%5.50%11.33%

Correlation

The correlation between NTSE and MEMX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Jan 11, 2023

0.83

The correlation between NTSE and MEMX has been stable across timeframes, ranging from 0.83 to 0.91 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

NTSE vs. MEMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NTSE
NTSE Risk / Return Rank: 6868
Overall Rank
NTSE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
NTSE Sortino Ratio Rank: 6161
Sortino Ratio Rank
NTSE Omega Ratio Rank: 7070
Omega Ratio Rank
NTSE Calmar Ratio Rank: 7373
Calmar Ratio Rank
NTSE Martin Ratio Rank: 7070
Martin Ratio Rank

MEMX
MEMX Risk / Return Rank: 7777
Overall Rank
MEMX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
MEMX Sortino Ratio Rank: 6969
Sortino Ratio Rank
MEMX Omega Ratio Rank: 7878
Omega Ratio Rank
MEMX Calmar Ratio Rank: 8181
Calmar Ratio Rank
MEMX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NTSE vs. MEMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Efficient Core Fund (NTSE) and Matthews Emerging Markets Ex China Active ETF (MEMX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NTSEMEMXDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.33

1.36

-0.03

Calmar ratioReturn relative to maximum drawdown

2.92

3.40

-0.48

Martin ratioReturn relative to average drawdown

10.13

12.15

-2.03

NTSE vs. MEMX - Sharpe Ratio Comparison

The current NTSE Sharpe Ratio is 1.71, which is comparable to the MEMX Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of NTSE and MEMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

NTSE vs. MEMX - Drawdown Comparison

The maximum NTSE drawdown since its inception was -42.84%, which is greater than MEMX's maximum drawdown of -19.27%. Use the drawdown chart below to compare losses from any high point for NTSE and MEMX.


Loading charts...

Drawdown Indicators


NTSEMEMXDifference

Max Drawdown

Largest peak-to-trough decline

-42.84%

-19.27%

-23.57%

Max Drawdown (1Y)

Largest decline over 1 year

-14.20%

-14.70%

+0.50%

Max Drawdown (3Y)

Largest decline over 3 years

-18.73%

-19.27%

+0.54%

Max Drawdown (5Y)

Largest decline over 5 years

-41.59%

Current Drawdown

Current decline from peak

-9.79%

-9.93%

+0.14%

Average Drawdown

Average peak-to-trough decline

-19.43%

-3.53%

-15.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.09%

4.10%

-0.01%

Volatility

NTSE vs. MEMX - Volatility Comparison

The current volatility for WisdomTree Emerging Markets Efficient Core Fund (NTSE) is 11.33%, while Matthews Emerging Markets Ex China Active ETF (MEMX) has a volatility of 11.99%. This indicates that NTSE experiences smaller price fluctuations and is considered to be less risky than MEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


NTSEMEMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.33%

11.99%

-0.66%

Volatility (6M)

Calculated over the trailing 6-month period

22.24%

23.44%

-1.20%

Volatility (1Y)

Calculated over the trailing 1-year period

24.30%

25.41%

-1.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.09%

18.43%

+1.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.91%

18.43%

+1.48%

NTSE vs. MEMX - Expense Ratio Comparison

NTSE has a 0.38% expense ratio, which is lower than MEMX's 0.79% expense ratio.


Dividends

NTSE vs. MEMX - Dividend Comparison

NTSE's dividend yield for the trailing twelve months is around 2.73%, less than MEMX's 3.94% yield.


PositionTTM20252024202320222021
MEMX
Matthews Emerging Markets Ex China Active ETF
3.94%4.88%0.99%1.13%0.00%0.00%
NTSE
WisdomTree Emerging Markets Efficient Core Fund
2.73%3.35%3.23%2.44%3.22%2.10%

Frequently Asked Questions


With a correlation of 0.91, NTSE and MEMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

MEMX has higher volatility (11.99%) compared to NTSE (11.33%). In terms of maximum drawdown, NTSE dropped -42.84% vs MEMX's -19.27%.

On 3-year performance, MEMX leads with 22.25% vs 19.80% for NTSE. On fees, NTSE is cheaper at 0.38% per year. On volatility, NTSE has been the lower-risk option at 11.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, MEMX has performed better with a 22.25% return vs 19.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NTSE is cheaper with a 0.38% expense ratio, compared with 0.79% for MEMX.

MEMX has the higher dividend yield at 3.94%, compared with 2.73% for NTSE.

NTSE is categorized as Diversified Portfolio, while MEMX is Emerging Markets Diversified. They also come from different issuers: WisdomTree and Matthews. Their fees differ too: 0.38% for NTSE and 0.79% for MEMX.

MEMX currently has the higher Sharpe Ratio (1.97 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for NTSE and MEMX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer