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APUE vs MCH

ActivePassive U.S. Equity ETF vs Matthews China Active ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

MCH

Matthews China Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$22M

Key differences

  • APUE costs 0.48% less per year.
  • APUE is significantly larger than MCH — larger funds tend to be more liquid and less likely to close.
  • APUE covers north america markets; MCH covers emerging markets.
  • Over the last 3 years, APUE has delivered higher annualized returns.

Side-by-side comparison

APUEMCH
Annual cost (TER)0.31%0.79%
Fund size (AUM)$2.4B$22M
Since20232022
Dividend yield0.79%1.78%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionactive selection
CAGR 1Y+30.2%+24.3%
CAGR 3Y+22.9%+11.2%
CAGR 5YN/AN/A
Sharpe 3Y1.240.39
Volatility 1Y12.36%19.91%
Max drawdown-18.83%-40.53%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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