ETIDX vs. VTI
ETIDX (Eventide Dividend Opportunities Fund) and VTI (Vanguard Total Stock Market ETF) are both funds - ETIDX is a Mid Cap Blend Equities fund managed by Eventide, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 5 years, ETIDX returned 7.96%/yr vs 12.06%/yr for VTI. Their correlation of 0.87 means they have usually moved in the same direction. ETIDX charges 0.95%/yr vs 0.03%/yr for VTI.
Performance
ETIDX vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, ETIDX achieves a 15.08% return, which is significantly higher than VTI's 12.18% return.
ETIDX
- 1D
- 0.41%
- 1M
- -2.19%
- 6M
- 9.24%
- YTD
- 15.08%
- 1Y
- 17.01%
- 3Y*
- 14.79%
- 5Y*
- 7.96%
- 10Y*
- —
- ALL TIME*
- 11.37%
VTI
- 1D
- 1.53%
- 1M
- 1.38%
- 6M
- 9.81%
- YTD
- 12.18%
- 1Y
- 23.70%
- 3Y*
- 20.38%
- 5Y*
- 12.06%
- 10Y*
- 14.66%
- ALL TIME*
- 9.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.08B | $1.16B | $1.24B |
ETIDX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 15.08% | 5.67% | 16.56% | 19.67% | -21.77% | 31.98% | 25.38% | 27.07% | -10.37% | 3.36% |
VTI Vanguard Total Stock Market ETF | 12.18% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 5.62% |
Correlation
The correlation between ETIDX and VTI is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2017 | 0.87 |
The correlation between ETIDX and VTI shifts across timeframes, from 0.76 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ETIDX vs. VTI — Risk / Return Rank
ETIDX
VTI
ETIDX vs. VTI - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETIDX | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.67 | -0.45 |
| Martin ratioReturn relative to average drawdown | 6.42 | 11.50 | -5.09 |
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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.
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Drawdown Indicators
| ETIDX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.12% | -55.45% | +21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -8.92% | +1.32% |
Max Drawdown (3Y)Largest decline over 3 years | -20.51% | -19.30% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -29.11% | -25.36% | -3.75% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -5.40% | 0.00% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -7.01% | -7.98% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.07% | +0.55% |
Volatility
ETIDX vs. VTI - Volatility Comparison
Eventide Dividend Opportunities Fund (ETIDX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.85% and 3.78%, 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.
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Volatility by Period
| ETIDX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 3.78% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 10.33% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.45% | 13.08% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.86% | 17.53% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 18.31% | -0.06% |
ETIDX vs. VTI - Expense Ratio Comparison
ETIDX has a 0.95% expense ratio, which is higher than VTI's 0.03% expense ratio.
Dividends
ETIDX vs. VTI - Dividend Comparison
ETIDX's dividend yield for the trailing twelve months is around 3.08%, more than VTI's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 3.08% | 3.58% | 0.64% | 0.67% | 1.98% | 2.78% | 1.05% | 1.99% | 2.16% | 1.41% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.04% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
ETIDX and VTI have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETIDX has higher volatility (3.85%) compared to VTI (3.78%). In terms of maximum drawdown, ETIDX dropped -34.12% vs VTI's -55.45%.
VTI currently has the higher Sharpe Ratio (1.82 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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