ETIDX vs. TBG

In the year-to-date period, ETIDX achieves a -1.40% return, which is significantly higher than TBG's -2.59% return.

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ETIDX has a 0.95% expense ratio, which is higher than TBG's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eventide Dividend Opportunities Fund (ETIDX) and TBG Dividend Focus ETF (TBG). 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.

The current ETIDX Sharpe Ratio is 0.31, which is lower than the TBG Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of ETIDX and TBG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETIDX's dividend yield for the trailing twelve months is around 0.68%, less than TBG's 2.38% yield.

The maximum ETIDX drawdown since its inception was -34.12%, which is greater than TBG's maximum drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for ETIDX and TBG. For additional features, visit the drawdowns tool.

Eventide Dividend Opportunities Fund (ETIDX) has a higher volatility of 9.30% compared to TBG Dividend Focus ETF (TBG) at 7.88%. This indicates that ETIDX's price experiences larger fluctuations and is considered to be riskier than TBG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.