ETGLX vs. MDY
Compare and contrast key facts about Eventide Gilead Fund (ETGLX) and SPDR S&P MidCap 400 ETF (MDY).
ETGLX is managed by Eventide Funds. It was launched on Jul 8, 2008. MDY is a passively managed fund by State Street that tracks the performance of the S&P MidCap 400 Index. It was launched on May 4, 1995.
Performance
ETGLX vs. MDY - Performance Comparison
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ETGLX vs. MDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | -10.60% | 23.50% | -0.23% | 22.52% | -34.17% | 11.22% | 55.13% | 33.84% | -2.56% | 32.85% |
MDY SPDR S&P MidCap 400 ETF | 2.49% | 7.19% | 13.64% | 16.07% | -13.28% | 24.53% | 13.50% | 25.78% | -11.29% | 15.93% |
Returns By Period
In the year-to-date period, ETGLX achieves a -10.60% return, which is significantly lower than MDY's 2.49% return. Over the past 10 years, ETGLX has outperformed MDY with an annualized return of 11.23%, while MDY has yielded a comparatively lower 10.25% annualized return.
ETGLX
- 1D
- -1.09%
- 1M
- -10.45%
- YTD
- -10.60%
- 6M
- -6.16%
- 1Y
- 20.07%
- 3Y*
- 7.50%
- 5Y*
- -0.18%
- 10Y*
- 11.23%
MDY
- 1D
- 2.96%
- 1M
- -5.29%
- YTD
- 2.49%
- 6M
- 4.11%
- 1Y
- 17.01%
- 3Y*
- 11.76%
- 5Y*
- 6.34%
- 10Y*
- 10.25%
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ETGLX vs. MDY - Expense Ratio Comparison
ETGLX has a 1.31% expense ratio, which is higher than MDY's 0.23% expense ratio.
Return for Risk
ETGLX vs. MDY — Risk / Return Rank
ETGLX
MDY
ETGLX vs. MDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Fund (ETGLX) and SPDR S&P MidCap 400 ETF (MDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ETGLX | MDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.81 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.28 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.23 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.59 | 5.28 | -0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ETGLX | MDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.81 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.32 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.49 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.51 | -0.03 |
Correlation
The correlation between ETGLX and MDY is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ETGLX vs. MDY - Dividend Comparison
ETGLX's dividend yield for the trailing twelve months is around 14.08%, more than MDY's 1.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 14.08% | 12.58% | 1.29% | 0.00% | 5.53% | 6.47% | 0.81% | 3.21% | 5.41% | 0.00% | 0.00% | 1.14% |
MDY SPDR S&P MidCap 400 ETF | 1.15% | 1.15% | 1.18% | 1.21% | 1.37% | 0.96% | 1.12% | 1.34% | 1.39% | 1.18% | 1.31% | 1.35% |
Drawdowns
ETGLX vs. MDY - Drawdown Comparison
The maximum ETGLX drawdown since its inception was -41.41%, smaller than the maximum MDY drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for ETGLX and MDY.
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Drawdown Indicators
| ETGLX | MDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -55.33% | +13.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -14.07% | -0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -24.03% | -17.38% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | -42.22% | +0.81% |
Current DrawdownCurrent decline from peak | -17.68% | -6.12% | -11.56% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -7.06% | -4.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.27% | +0.33% |
Volatility
ETGLX vs. MDY - Volatility Comparison
Eventide Gilead Fund (ETGLX) has a higher volatility of 6.89% compared to SPDR S&P MidCap 400 ETF (MDY) at 6.52%. This indicates that ETGLX's price experiences larger fluctuations and is considered to be riskier than MDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETGLX | MDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 6.52% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 11.86% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 21.09% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.25% | 19.78% | +4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 21.17% | +2.20% |