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MKOR vs JPAN

Matthews Korea Active ETF vs Matthews Japan Active ETF

MKOR

Matthews Korea Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$124M

JPAN

Matthews Japan Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$8M

Key differences

  • MKOR is significantly larger than JPAN — larger funds tend to be more liquid and less likely to close.
  • MKOR follows a active selection strategy; JPAN uses index tracking.
  • MKOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MKORJPAN
Annual cost (TER)0.79%0.79%
Fund size (AUM)$124M$8M
Since20102023
Dividend yield1.64%4.61%
Asset classequityequity
Regionasia pacificasia pacific
Strategyactive selectionindex tracking
CAGR 1Y+171.6%+32.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y36.12%19.88%
Max drawdown-22.09%-15.25%

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

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