ETGLX vs. VOO
Compare and contrast key facts about Eventide Gilead Fund (ETGLX) and Vanguard S&P 500 ETF (VOO).
ETGLX is managed by Eventide Funds. It was launched on Jul 8, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETGLX or VOO.
Correlation
The correlation between ETGLX and VOO is 0.80, 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.
Performance
ETGLX vs. VOO - Performance Comparison
Key characteristics
ETGLX:
-0.22
VOO:
0.54
ETGLX:
-0.15
VOO:
0.88
ETGLX:
0.98
VOO:
1.13
ETGLX:
-0.12
VOO:
0.55
ETGLX:
-0.74
VOO:
2.27
ETGLX:
7.28%
VOO:
4.55%
ETGLX:
24.09%
VOO:
19.19%
ETGLX:
-46.99%
VOO:
-33.99%
ETGLX:
-38.86%
VOO:
-9.90%
Returns By Period
In the year-to-date period, ETGLX achieves a -6.95% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, ETGLX has underperformed VOO with an annualized return of 5.00%, while VOO has yielded a comparatively higher 12.12% annualized return.
ETGLX
-6.95%
-1.78%
-7.24%
-5.04%
3.56%
5.00%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ETGLX vs. VOO - Expense Ratio Comparison
ETGLX has a 1.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ETGLX vs. VOO — Risk-Adjusted Performance Rank
ETGLX
VOO
ETGLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Fund (ETGLX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
ETGLX vs. VOO - Dividend Comparison
ETGLX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.38%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ETGLX Eventide Gilead Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ETGLX vs. VOO - Drawdown Comparison
The maximum ETGLX drawdown since its inception was -46.99%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ETGLX and VOO. For additional features, visit the drawdowns tool.
Volatility
ETGLX vs. VOO - Volatility Comparison
Eventide Gilead Fund (ETGLX) has a higher volatility of 15.08% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that ETGLX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.