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MEM vs USOY

Comparison between MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF (MEM, ETF) and DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF).

MEM vs USOY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MEM
$56M
USOY
$56M
Expense Ratio
Winner
MEM
0.79%
USOY
1.12%
Max Drawdown
Winner
MEM
24.81%
USOY
68.34%
Sharpe Ratio
Winner
MEM
1.22
USOY
1.12
5Y Beta
MEM
0.88
Winner
USOY
0.13

MEM vs USOY - Holdings Comparison

MEM and USOY have 0 common holdings. Overlap is 0.00%

MEM's top 25 holdings weight is 71.37%. USOY's top 25 holdings weight is 8.11%.

RankMEMUSOY
#1
n/a (n/a) - 15.59%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 8.01%
#2
JP MORGAN US GOVT CAPITAL 3164 (n/a) - 7.77%
UNITED STATES OIL (USO) - 0.10%
#3
n/a (n/a) - 5.52%
N/A
#4
SAMSUNG ELECTRONICS CO LTD (n/a) - 5.52%
N/A
#5
TENCENT HOLDINGS LTD (n/a) - 3.86%
N/A
#6
SK HYNIX INC (n/a) - 3.36%
N/A
#7
ITAU UNIBANCO HOLDING SA ADR (ITUB) - 2.54%
N/A
#8
KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 2.50%
N/A
#9
ANTOFAGASTA PLC (n/a) - 2.12%
N/A
#10
ELITE MATERIAL CO LTD (n/a) - 2.10%
N/A
#11
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.85%
N/A
#12
MEDIATEK INC (n/a) - 1.79%
N/A
#13
SK SQUARE (n/a) - 1.75%
N/A
#14
n/a (n/a) - 1.74%
N/A
#15
SAMSUNG FIRE & MARINE INSURANCE CO LTD (n/a) - 1.70%
N/A
#16
DELTA ELECTRONICS INC (n/a) - 1.55%
N/A
#17
UNITED MICROELECTRONICS CORP ADR (UMC) - 1.35%
N/A
#18
KB FINANCIAL GROUP INC (n/a) - 1.26%
N/A
#19
HD HYUNDAI ELECTRIC (n/a) - 1.21%
N/A
#20
SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.13%
N/A
#21
HANA FINANCIAL GROUP INC (n/a) - 1.11%
N/A
#22
SEA LTD ADR (SE) - 1.04%
N/A
#23
PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 1.02%
N/A
#24
THERMAX LTD (n/a) - 1.01%
N/A
#25
ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 0.98%
N/A
Total Holdings762

MEM vs USOY - Historical Returns

Returns include dividend reinvestment.

1M
MEM
-8.99%
Winner
USOY
+10.83%
3M
Winner
MEM
+6.34%
USOY
-0.57%
6M
MEM
+13.20%
Winner
USOY
+44.81%
1Y
MEM
+34.53%
Winner
USOY
+42.12%
5Y(CAGR)
MEM
+18.18%
USOY
N/A
Max(CAGR)
MEM
+18.18%
Winner
USOY
+20.03%

MEM vs USOY - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearMEMUSOY
2026+16.80%+50.88%
2025+28.41%-8.48%
2024+11.67%+7.42%
2023+6.77%N/A
2022+7.30%N/A

MEM vs USOY Drawdown Comparison

The maximum drawdown for MEM was -18.93%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.

The maximum drawdown for USOY was -25.48%, occurring on Jul 1, 2026. This drawdown has not yet recovered.

The current MEM drawdown is -8.99%. The current USOY drawdown is -11.47%.

RankMEMUSOY
#1-18.93%
Oct 7, 2024 - Jun 24, 2025
-25.48%
May 19, 2026 - Jul 1, 2026
#2-14.62%
Feb 25, 2026 - Apr 30, 2026
-17.38%
Jan 17, 2025 - Feb 19, 2026
#3-14.39%
Jan 26, 2023 - Mar 12, 2024
-14.20%
Jul 5, 2024 - Dec 30, 2024
#4-13.83%
Aug 12, 2022 - Nov 30, 2022
-13.88%
Apr 6, 2026 - Apr 29, 2026
#5-11.62%
Jun 22, 2026 - Jul 17, 2026
-8.85%
Apr 29, 2026 - May 19, 2026
#6-9.14%
Jul 12, 2024 - Sep 24, 2024
-6.18%
Mar 20, 2026 - Mar 27, 2026
#7-8.83%
Jun 2, 2026 - Jun 18, 2026
-5.84%
May 28, 2024 - Jun 20, 2024
#8-6.38%
Oct 29, 2025 - Jan 2, 2026
-2.51%
May 17, 2024 - May 28, 2024
#9-5.82%
May 6, 2026 - May 26, 2026
-1.96%
May 13, 2024 - May 17, 2024
#10-5.55%
May 17, 2024 - Jul 3, 2024
-1.83%
Mar 6, 2026 - Mar 10, 2026
#11-5.47%
Oct 6, 2025 - Oct 24, 2025
-1.25%
Mar 18, 2026 - Mar 20, 2026
#12-4.93%
Apr 3, 2024 - May 2, 2024
-0.97%
Mar 30, 2026 - Apr 2, 2026
#13-4.47%
Nov 30, 2022 - Jan 10, 2023
-0.72%
Jun 24, 2024 - Jun 27, 2024
#14-4.01%
Jul 23, 2025 - Aug 13, 2025
-0.70%
Jan 7, 2025 - Jan 10, 2025
#15-3.71%
Jan 28, 2026 - Feb 10, 2026
-0.35%
Jan 3, 2025 - Jan 7, 2025

Correlation

Correlation between MEM and USOY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2022 - 2026)

MEM vs USOY dividend yield comparison.

YearMEMUSOY
20260.00%28.38%
20253.56%104.32%
20247.81%48.60%
20230.01%0.00%
20220.53%0.00%

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