ETIDX vs. VMCPX
Compare and contrast key facts about Eventide Dividend Opportunities Fund (ETIDX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
ETIDX vs. VMCPX - Performance Comparison
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ETIDX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 2.92% | 5.67% | 16.56% | 19.67% | -21.77% | 31.98% | 25.38% | 27.07% | -10.37% | 3.36% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -2.79% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 31.06% | -9.23% | 4.37% |
Returns By Period
In the year-to-date period, ETIDX achieves a 2.92% return, which is significantly higher than VMCPX's -2.79% return.
ETIDX
- 1D
- -1.28%
- 1M
- -7.34%
- YTD
- 2.92%
- 6M
- 0.87%
- 1Y
- 10.90%
- 3Y*
- 13.95%
- 5Y*
- 7.93%
- 10Y*
- —
VMCPX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.32%
- 3Y*
- 11.80%
- 5Y*
- 6.52%
- 10Y*
- 10.44%
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ETIDX vs. VMCPX - Expense Ratio Comparison
ETIDX has a 0.95% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
ETIDX vs. VMCPX — Risk / Return Rank
ETIDX
VMCPX
ETIDX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Dividend Opportunities Fund (ETIDX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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.
| ETIDX | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.63 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.99 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.73 | +0.11 |
Martin ratioReturn relative to average drawdown | 3.47 | 3.40 | +0.07 |
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
| ETIDX | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.63 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.37 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.59 | -0.02 |
Correlation
The correlation between ETIDX and VMCPX is 0.92, 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
ETIDX vs. VMCPX - Dividend Comparison
ETIDX's dividend yield for the trailing twelve months is around 3.47%, more than VMCPX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 3.47% | 3.58% | 0.64% | 0.67% | 1.98% | 2.78% | 1.05% | 1.99% | 2.16% | 1.41% | 0.00% | 0.00% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.55% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
ETIDX vs. VMCPX - Drawdown Comparison
The maximum ETIDX drawdown since its inception was -34.12%, smaller than the maximum VMCPX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for ETIDX and VMCPX.
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Drawdown Indicators
| ETIDX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.12% | -39.30% | +5.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -12.77% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.11% | -27.54% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.30% | — |
Current DrawdownCurrent decline from peak | -7.60% | -8.13% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -5.26% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.74% | +0.17% |
Volatility
ETIDX vs. VMCPX - Volatility Comparison
Eventide Dividend Opportunities Fund (ETIDX) has a higher volatility of 6.12% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.23%. This indicates that ETIDX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIDX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 4.23% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.89% | 9.43% | +1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.96% | 17.58% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 17.63% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 18.90% | -0.61% |