ETIEX vs. INDS
Compare and contrast key facts about Eventide Exponential Technologies Fund (ETIEX) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS).
ETIEX is managed by Eventide Funds. It was launched on Jun 29, 2020. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ETIEX or INDS.
Key characteristics
| ETIEX | INDS | |
|---|---|---|
| YTD Return | -0.23% | -6.24% |
| 1Y Return | 15.17% | 9.68% |
| 3Y Return (Ann) | -13.71% | -6.82% |
| Sharpe Ratio | 0.60 | 0.56 |
| Sortino Ratio | 0.98 | 0.90 |
| Omega Ratio | 1.12 | 1.11 |
| Calmar Ratio | 0.29 | 0.30 |
| Martin Ratio | 1.22 | 1.34 |
| Ulcer Index | 11.82% | 7.40% |
| Daily Std Dev | 24.23% | 17.82% |
| Max Drawdown | -54.41% | -40.44% |
| Current Drawdown | -37.33% | -26.03% |
Correlation
The correlation between ETIEX and INDS is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ETIEX vs. INDS - Performance Comparison
In the year-to-date period, ETIEX achieves a -0.23% return, which is significantly higher than INDS's -6.24% return. 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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ETIEX vs. INDS - Expense Ratio Comparison
ETIEX has a 1.43% expense ratio, which is higher than INDS's 0.60% expense ratio.
Risk-Adjusted Performance
ETIEX vs. INDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Exponential Technologies Fund (ETIEX) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). 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
ETIEX vs. INDS - Dividend Comparison
ETIEX has not paid dividends to shareholders, while INDS's dividend yield for the trailing twelve months is around 2.32%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
ETIEX Eventide Exponential Technologies Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.32% | 3.11% | 2.14% | 1.24% | 1.68% | 2.26% | 1.81% |
Drawdowns
ETIEX vs. INDS - Drawdown Comparison
The maximum ETIEX drawdown since its inception was -54.41%, which is greater than INDS's maximum drawdown of -40.44%. Use the drawdown chart below to compare losses from any high point for ETIEX and INDS. For additional features, visit the drawdowns tool.
Volatility
ETIEX vs. INDS - Volatility Comparison
Eventide Exponential Technologies Fund (ETIEX) has a higher volatility of 6.70% compared to Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) at 5.73%. This indicates that ETIEX's price experiences larger fluctuations and is considered to be riskier than INDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.