ETIDX vs. VTI
Compare and contrast key facts about Eventide Dividend Opportunities Fund (ETIDX) and Vanguard Total Stock Market ETF (VTI).
ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017. 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: ETIDX or VTI.
Key characteristics
| ETIDX | VTI | |
|---|---|---|
| YTD Return | 25.05% | 26.21% |
| 1Y Return | 37.36% | 38.35% |
| 3Y Return (Ann) | 4.59% | 8.70% |
| 5Y Return (Ann) | 14.42% | 15.34% |
| Sharpe Ratio | 2.66 | 3.04 |
| Sortino Ratio | 3.66 | 4.05 |
| Omega Ratio | 1.44 | 1.57 |
| Calmar Ratio | 2.12 | 4.46 |
| Martin Ratio | 17.80 | 19.72 |
| Ulcer Index | 2.09% | 1.94% |
| Daily Std Dev | 14.00% | 12.58% |
| Max Drawdown | -34.12% | -55.45% |
| Current Drawdown | -0.84% | -0.39% |
Correlation
The correlation between ETIDX and VTI is 0.88, 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. VTI - Performance Comparison
The year-to-date returns for both investments are quite close, with ETIDX having a 25.05% return and VTI slightly higher at 26.21%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ETIDX vs. VTI - Expense Ratio Comparison
ETIDX has a 0.95% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
ETIDX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Dividend Opportunities Fund (ETIDX) 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
ETIDX vs. VTI - Dividend Comparison
ETIDX's dividend yield for the trailing twelve months is around 0.50%, less than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 0.50% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
ETIDX vs. VTI - Drawdown Comparison
The maximum ETIDX drawdown since its inception was -34.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ETIDX and VTI. For additional features, visit the drawdowns tool.
Volatility
ETIDX vs. VTI - Volatility Comparison
Eventide Dividend Opportunities Fund (ETIDX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.12% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.