ETHSX vs. VTI
Compare and contrast key facts about Eaton Vance Worldwide Health Sciences Fund (ETHSX) and Vanguard Total Stock Market ETF (VTI).
ETHSX is managed by Eaton Vance. It was launched on Jul 25, 1985. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETHSX or VTI.
Correlation
The correlation between ETHSX and VTI is 0.76, 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
ETHSX vs. VTI - Performance Comparison
Key characteristics
ETHSX:
0.17
VTI:
1.80
ETHSX:
0.31
VTI:
2.41
ETHSX:
1.04
VTI:
1.33
ETHSX:
0.14
VTI:
2.72
ETHSX:
0.36
VTI:
10.93
ETHSX:
5.18%
VTI:
2.13%
ETHSX:
11.22%
VTI:
13.00%
ETHSX:
-45.11%
VTI:
-55.45%
ETHSX:
-12.63%
VTI:
-4.33%
Returns By Period
In the year-to-date period, ETHSX achieves a 1.16% return, which is significantly higher than VTI's -0.48% return. Over the past 10 years, ETHSX has underperformed VTI with an annualized return of 3.73%, while VTI has yielded a comparatively higher 12.70% annualized return.
ETHSX
1.16%
-1.87%
-7.49%
1.95%
6.19%
3.73%
VTI
-0.48%
-3.53%
3.99%
23.27%
13.13%
12.70%
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ETHSX vs. VTI - Expense Ratio Comparison
ETHSX has a 1.20% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
ETHSX vs. VTI — Risk-Adjusted Performance Rank
ETHSX
VTI
ETHSX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Worldwide Health Sciences Fund (ETHSX) and Vanguard Total Stock Market ETF (VTI). 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
ETHSX vs. VTI - Dividend Comparison
ETHSX's dividend yield for the trailing twelve months is around 0.18%, less than VTI's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETHSX Eaton Vance Worldwide Health Sciences Fund | 0.18% | 0.19% | 0.13% | 0.21% | 0.24% | 0.51% | 0.58% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
ETHSX vs. VTI - Drawdown Comparison
The maximum ETHSX drawdown since its inception was -45.11%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ETHSX and VTI. For additional features, visit the drawdowns tool.
Volatility
ETHSX vs. VTI - Volatility Comparison
The current volatility for Eaton Vance Worldwide Health Sciences Fund (ETHSX) is 3.42%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.67%. This indicates that ETHSX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.