MEM vs IRTR
Comparison between MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF (MEM, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
MEM vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MEM
$53M
Winner
IRTR
$53M
Expense Ratio
MEM
0.79%
Winner
IRTR
0.08%
Max Drawdown
MEM
24.81%
Winner
IRTR
7.47%
Sharpe Ratio
Winner
MEM
1.54
IRTR
1.33
5Y Beta
MEM
0.83
Winner
IRTR
0.36
MEM vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
MEM
-1.75%
Winner
IRTR
+0.42%
3M
Winner
MEM
+11.20%
IRTR
+2.45%
6M
Winner
MEM
+20.25%
IRTR
+4.23%
1Y
Winner
MEM
+40.61%
IRTR
+12.55%
Max(CAGR)
Winner
MEM
+18.46%
IRTR
+13.47%
MEM vs IRTR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MEM | IRTR |
|---|---|---|
| 2026 | +15.40% | +3.69% |
| 2025 | +28.41% | +12.80% |
| 2024 | +11.67% | +8.21% |
| 2023 | +6.77% | +10.63% |
| 2022 | +7.30% | N/A |
MEM vs IRTR Drawdown Comparison
The maximum drawdown for MEM was -18.93%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current MEM drawdown is -8.55%. The current IRTR drawdown is -1.57%.
| Rank | MEM | IRTR |
|---|---|---|
| #1 | -18.93% Oct 7, 2024 - Jun 24, 2025 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -14.62% Feb 25, 2026 - Apr 30, 2026 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -14.39% Jan 26, 2023 - Mar 12, 2024 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -13.83% Aug 12, 2022 - Nov 30, 2022 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -9.14% Jul 12, 2024 - Sep 24, 2024 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -8.55% Jun 2, 2026 - Jun 5, 2026 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -6.38% Oct 29, 2025 - Jan 2, 2026 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -5.82% May 6, 2026 - May 26, 2026 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #9 | -5.55% May 17, 2024 - Jul 3, 2024 | -1.57% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -5.47% Oct 6, 2025 - Oct 24, 2025 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -4.93% Apr 3, 2024 - May 2, 2024 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -4.47% Nov 30, 2022 - Jan 10, 2023 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -4.01% Jul 23, 2025 - Aug 13, 2025 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -3.71% Jan 28, 2026 - Feb 10, 2026 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -1.86% Mar 13, 2024 - Mar 28, 2024 | -1.01% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between MEM and IRTR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
MEM vs IRTR dividend yield comparison.
| Year | MEM | IRTR |
|---|---|---|
| 2026 | 0.00% | 1.04% |
| 2025 | 3.56% | 3.03% |
| 2024 | 7.81% | 3.03% |
| 2023 | 0.01% | 0.85% |
| 2022 | 0.53% | 0.00% |
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