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.
Performance
ETGLX vs. VOO - Performance Comparison
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ETGLX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, ETGLX achieves a -10.60% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, ETGLX has underperformed VOO with an annualized return of 11.23%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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ETGLX vs. VOO - Expense Ratio Comparison
ETGLX has a 1.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ETGLX vs. VOO — Risk / Return Rank
ETGLX
VOO
ETGLX vs. VOO - Risk-Adjusted Trends 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.
| ETGLX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.98 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.50 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.53 | -0.39 |
Martin ratioReturn relative to average drawdown | 4.59 | 7.29 | -2.70 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.98 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.70 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.78 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.35 |
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.
Dividends
ETGLX vs. VOO - Dividend Comparison
ETGLX's dividend yield for the trailing twelve months is around 14.08%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ETGLX vs. VOO - Drawdown Comparison
The maximum ETGLX drawdown since its inception was -41.41%, 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.
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Drawdown Indicators
| ETGLX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.41% | -33.99% | -7.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -11.98% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -41.41% | -24.52% | -16.89% |
Max Drawdown (10Y)Largest decline over 10 years | -41.41% | -33.99% | -7.42% |
Current DrawdownCurrent decline from peak | -17.68% | -6.29% | -11.39% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -3.72% | -7.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.52% | +1.08% |
Volatility
ETGLX vs. VOO - Volatility Comparison
Eventide Gilead Fund (ETGLX) has a higher volatility of 6.89% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| ETGLX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 5.29% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 9.44% | +3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 18.10% | +4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.25% | 16.82% | +7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 17.99% | +5.38% |