ADVE vs IOPP
Comparison between MATTHEWS ASIA DIVIDEND ACTIVE ETF (ADVE, ETF) and SIMPLIFY TARA INDIA OPPORTUNITIES ETF (IOPP, ETF).
ADVE vs IOPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ADVE
$6.90M
Winner
IOPP
$7M
Expense Ratio
ADVE
0.79%
Winner
IOPP
0.73%
Max Drawdown
Winner
ADVE
21.98%
IOPP
28.93%
Sharpe Ratio
Winner
ADVE
1.55
IOPP
-0.55
5Y Beta
ADVE
0.75
Winner
IOPP
0.48
ADVE vs IOPP - Historical Returns
Returns include dividend reinvestment.
1M
ADVE
-0.12%
Winner
IOPP
+2.58%
3M
Winner
ADVE
+11.55%
IOPP
+3.80%
6M
Winner
ADVE
+21.26%
IOPP
-4.58%
1Y
Winner
ADVE
+35.07%
IOPP
-5.68%
Max(CAGR)
Winner
ADVE
+21.21%
IOPP
+3.42%
ADVE vs IOPP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ADVE | IOPP |
|---|---|---|
| 2026 | +16.10% | -7.24% |
| 2025 | +26.33% | +0.61% |
| 2024 | +8.30% | +14.16% |
| 2023 | +5.13% | N/A |
ADVE vs IOPP Drawdown Comparison
The maximum drawdown for ADVE was -18.34%, occurring on Apr 8, 2025. Recovery took 169 trading sessions.
The maximum drawdown for IOPP was -23.64%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current ADVE drawdown is -2.83%. The current IOPP drawdown is -15.19%.
| Rank | ADVE | IOPP |
|---|---|---|
| #1 | -18.34% Oct 7, 2024 - Jun 11, 2025 | -23.64% Sep 23, 2024 - Mar 30, 2026 |
| #2 | -11.73% Feb 25, 2026 - May 5, 2026 | -4.60% Mar 7, 2024 - Apr 2, 2024 |
| #3 | -7.79% Jul 12, 2024 - Aug 23, 2024 | -3.91% Jul 29, 2024 - Aug 16, 2024 |
| #4 | -6.27% Jun 2, 2026 - Jun 10, 2026 | -3.71% Jun 3, 2024 - Jun 7, 2024 |
| #5 | -6.11% Mar 12, 2024 - May 14, 2024 | -2.34% Apr 11, 2024 - Apr 25, 2024 |
| #6 | -5.74% Sep 22, 2023 - Nov 14, 2023 | -1.97% May 2, 2024 - May 17, 2024 |
| #7 | -5.07% Oct 6, 2025 - Oct 27, 2025 | -1.51% May 24, 2024 - Jun 3, 2024 |
| #8 | -4.25% Nov 12, 2025 - Dec 23, 2025 | -1.50% Jul 16, 2024 - Jul 25, 2024 |
| #9 | -3.91% Dec 29, 2023 - Feb 21, 2024 | -1.02% May 20, 2024 - May 23, 2024 |
| #10 | -3.40% Jul 23, 2025 - Aug 12, 2025 | -0.92% Sep 5, 2024 - Sep 11, 2024 |
| #11 | -3.29% May 6, 2026 - Jun 2, 2026 | -0.90% Jun 18, 2024 - Jun 25, 2024 |
| #12 | -2.85% May 15, 2024 - Jul 3, 2024 | -0.83% Aug 23, 2024 - Aug 30, 2024 |
| #13 | -2.82% Aug 23, 2024 - Sep 19, 2024 | -0.66% Apr 26, 2024 - May 2, 2024 |
| #14 | -2.41% Nov 20, 2023 - Dec 14, 2023 | -0.49% Aug 30, 2024 - Sep 5, 2024 |
| #15 | -1.88% Jan 29, 2026 - Feb 6, 2026 | -0.42% Jul 1, 2024 - Jul 9, 2024 |
Correlation
Correlation between ADVE and IOPP is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
Dividend Comparison (2023 - 2026)
ADVE vs IOPP dividend yield comparison.
| Year | ADVE | IOPP |
|---|---|---|
| 2026 | 0.11% | 0.20% |
| 2025 | 2.97% | 0.29% |
| 2024 | 6.00% | 6.96% |
| 2023 | 0.37% | 0.00% |
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