ETIDX vs. CATH
Compare and contrast key facts about Eventide Dividend Opportunities Fund (ETIDX) and Global X S&P 500 Catholic Values Custom ETF (CATH).
ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017. CATH is a passively managed fund by Global X that tracks the performance of the S&P 500 Catholic Values Index. It was launched on Apr 18, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETIDX or CATH.
Correlation
The correlation between ETIDX and CATH is 0.85, 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
ETIDX vs. CATH - Performance Comparison
Key characteristics
ETIDX:
0.10
CATH:
0.26
ETIDX:
0.27
CATH:
0.51
ETIDX:
1.03
CATH:
1.07
ETIDX:
0.09
CATH:
0.26
ETIDX:
0.33
CATH:
1.18
ETIDX:
5.65%
CATH:
4.30%
ETIDX:
18.64%
CATH:
19.40%
ETIDX:
-34.12%
CATH:
-33.95%
ETIDX:
-15.84%
CATH:
-14.30%
Returns By Period
In the year-to-date period, ETIDX achieves a -7.24% return, which is significantly higher than CATH's -10.23% return.
ETIDX
-7.24%
-6.39%
-11.55%
2.33%
12.59%
N/A
CATH
-10.23%
-6.61%
-9.07%
5.34%
13.97%
N/A
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ETIDX vs. CATH - Expense Ratio Comparison
ETIDX has a 0.95% expense ratio, which is higher than CATH's 0.29% expense ratio.
Risk-Adjusted Performance
ETIDX vs. CATH — Risk-Adjusted Performance Rank
ETIDX
CATH
ETIDX vs. CATH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Dividend Opportunities Fund (ETIDX) and Global X S&P 500 Catholic Values Custom ETF (CATH). 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
ETIDX vs. CATH - Dividend Comparison
ETIDX's dividend yield for the trailing twelve months is around 0.72%, less than CATH's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 0.72% | 0.64% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% | 0.00% |
CATH Global X S&P 500 Catholic Values Custom ETF | 1.05% | 0.95% | 1.16% | 1.34% | 1.03% | 1.23% | 1.45% | 2.01% | 1.27% | 0.50% |
Drawdowns
ETIDX vs. CATH - Drawdown Comparison
The maximum ETIDX drawdown since its inception was -34.12%, roughly equal to the maximum CATH drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for ETIDX and CATH. For additional features, visit the drawdowns tool.
Volatility
ETIDX vs. CATH - Volatility Comparison
The current volatility for Eventide Dividend Opportunities Fund (ETIDX) is 11.78%, while Global X S&P 500 Catholic Values Custom ETF (CATH) has a volatility of 13.98%. This indicates that ETIDX experiences smaller price fluctuations and is considered to be less risky than CATH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.