MEMX vs VOO

MEMX vs VOO

Which is better, MEMX or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. MEMX led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: MEMX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMEMXVOO
Expense Ratio0.79%0.03%Best
AUM$55M$997.4B
Dividend Yield3.82%1.04%
Holdings76509
YTD Return+28.79%Best+14.14%
1Y Return+47.62%Best+17.31%
3Y Return (annualized)+27.31%Best+23.16%
5Y Return (annualized)-+13.85%
Volatility (annualized)17.5%12.4%Best
Max Drawdown-19.3%-18.7%Best
$10,000 over 3.7 years$20,896Best$20,587
Fund FamilyMatthews Asia FundsVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionJan 10, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 11, 2023 to Sep 21, 2026 (3.7 years).

MEMX vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.

MEMX vs VOO Performance

Matthews Emerging Markets ex China Active ETF (MEMX) is an ETF from Matthews Asia Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MEMX returned +47.62% while VOO returned +17.31%. Year to date, MEMX is up 28.79% versus a gain of 14.14% for VOO.

Over three years, MEMX compounded at +27.31% per year against +23.16% for VOO. Across the full 4-year window we track, MEMX has the edge at +22.04% annualized vs +21.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MEMX has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 12.4% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.3% for MEMX and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MEMX charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, MEMX currently yields 3.82% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 73 holdings in MEMX and 494 in VOO, totalling 90.6% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 73 positions we hold weights for in MEMX and 494 in VOO, against full books of 76 and 509.

You are not choosing between two funds in isolation.

Whichever of MEMX and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MEMXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MEMX or VOO?

MEMX has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, MEMX or VOO?

Over the past year MEMX returned +47.62% vs +17.31% for VOO, so MEMX leads on 1-year performance. Over the longest common window we track (4 years), MEMX annualized +22.04% vs +21.55% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MEMX or VOO?

MEMX has been the more volatile fund at 17.5% annualized versus 12.4% for VOO. Worst drawdown: MEMX -19.3% vs VOO -18.7%.

Should I hold both MEMX and VOO?

MEMX and VOO have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MEMX or VOO?

MEMX yields 3.82% while VOO yields 1.04%, so MEMX currently pays the higher dividend yield.

Is VOO better than MEMX?

VOO has a lower expense ratio. MEMX led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.