MEMX vs LVLN
Comparison between MATTHEWS EMERGING MARKETS EX CHINA ACTIVE ETF (MEMX, ETF) and STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF).
MEMX vs LVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MEMX
$45M
LVLN
$45M
Expense Ratio
MEMX
0.79%
Winner
LVLN
0.40%
Max Drawdown
MEMX
20.05%
Winner
LVLN
3.62%
Sharpe Ratio
Winner
MEMX
1.92
LVLN
0.03
5Y Beta
MEMX
0.86
Winner
LVLN
0.10
MEMX vs LVLN - Historical Returns
Returns include dividend reinvestment.
1M
MEMX
-0.07%
Winner
LVLN
+0.45%
3M
Winner
MEMX
+11.91%
LVLN
+2.44%
6M
Winner
MEMX
+30.71%
LVLN
+1.73%
1Y
MEMX
+55.29%
LVLN
N/A
Max(CAGR)
Winner
MEMX
+21.56%
LVLN
+3.71%
MEMX vs LVLN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MEMX | LVLN |
|---|---|---|
| 2026 | +19.92% | +1.12% |
| 2025 | +35.07% | +1.20% |
| 2024 | +7.08% | N/A |
| 2023 | +10.50% | N/A |
MEMX vs LVLN Drawdown Comparison
The maximum drawdown for MEMX was -19.25%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.
The current MEMX drawdown is -8.71%. The current LVLN drawdown is -0.36%.
| Rank | MEMX | LVLN |
|---|---|---|
| #1 | -19.25% Sep 26, 2024 - Jun 9, 2025 | -2.34% Jan 22, 2026 - May 4, 2026 |
| #2 | -14.70% Feb 25, 2026 - May 5, 2026 | -0.36% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -12.20% Jul 31, 2023 - Dec 14, 2023 | -0.36% May 15, 2026 - Jun 1, 2026 |
| #4 | -9.85% Jul 12, 2024 - Sep 24, 2024 | -0.32% Dec 31, 2025 - Jan 9, 2026 |
| #5 | -9.78% Feb 2, 2023 - Jun 9, 2023 | -0.14% May 8, 2026 - May 14, 2026 |
| #6 | -8.71% Jun 2, 2026 - Jun 5, 2026 | -0.14% Jan 16, 2026 - Jan 22, 2026 |
| #7 | -5.85% May 11, 2026 - May 26, 2026 | -0.12% Nov 19, 2025 - Dec 4, 2025 |
| #8 | -5.57% Apr 8, 2024 - May 15, 2024 | -0.12% May 4, 2026 - May 7, 2026 |
| #9 | -5.09% Nov 3, 2025 - Dec 18, 2025 | -0.10% Dec 26, 2025 - Dec 31, 2025 |
| #10 | -4.88% Dec 28, 2023 - Feb 7, 2024 | -0.06% Dec 10, 2025 - Dec 18, 2025 |
| #11 | -3.44% May 20, 2024 - Jun 17, 2024 | N/A |
| #12 | -3.40% Oct 8, 2025 - Oct 16, 2025 | N/A |
| #13 | -3.13% Aug 13, 2025 - Sep 10, 2025 | N/A |
| #14 | -3.13% Jun 15, 2023 - Jul 13, 2023 | N/A |
| #15 | -2.64% Jul 23, 2025 - Aug 7, 2025 | N/A |
Correlation
Correlation between MEMX and LVLN is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (2023 - 2026)
MEMX vs LVLN dividend yield comparison.
| Year | MEMX | LVLN |
|---|---|---|
| 2026 | 0.00% | 3.21% |
| 2025 | 4.88% | 0.50% |
| 2024 | 0.99% | 0.00% |
| 2023 | 1.13% | 0.00% |
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