ETIHX vs. FBTAX
Compare and contrast key facts about Eventide Healthcare & Life Sciences Fund (ETIHX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
ETIHX vs. FBTAX - Performance Comparison
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ETIHX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETIHX Eventide Healthcare & Life Sciences Fund | -4.72% | 56.73% | -10.13% | 11.01% | -19.62% | -16.87% | 37.12% | 58.74% | -0.27% | 45.83% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 2.24% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, ETIHX achieves a -4.72% return, which is significantly lower than FBTAX's 2.24% return. Over the past 10 years, ETIHX has outperformed FBTAX with an annualized return of 12.95%, while FBTAX has yielded a comparatively lower 11.86% annualized return.
ETIHX
- 1D
- 6.18%
- 1M
- -2.47%
- YTD
- -4.72%
- 6M
- 20.62%
- 1Y
- 66.40%
- 3Y*
- 14.82%
- 5Y*
- 1.31%
- 10Y*
- 12.95%
FBTAX
- 1D
- 5.08%
- 1M
- -0.75%
- YTD
- 2.24%
- 6M
- 15.54%
- 1Y
- 55.40%
- 3Y*
- 20.44%
- 5Y*
- 8.92%
- 10Y*
- 11.86%
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ETIHX vs. FBTAX - Expense Ratio Comparison
ETIHX has a 1.30% expense ratio, which is higher than FBTAX's 1.00% expense ratio.
Return for Risk
ETIHX vs. FBTAX — Risk / Return Rank
ETIHX
FBTAX
ETIHX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Healthcare & Life Sciences Fund (ETIHX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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.
| ETIHX | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | 1.94 | +0.39 |
Sortino ratioReturn per unit of downside risk | 3.06 | 2.53 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.33 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 4.26 | 3.16 | +1.11 |
Martin ratioReturn relative to average drawdown | 14.67 | 12.63 | +2.04 |
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
| ETIHX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | 1.94 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.38 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.48 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.31 | +0.21 |
Correlation
The correlation between ETIHX and FBTAX is 0.89, 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
ETIHX vs. FBTAX - Dividend Comparison
ETIHX has not paid dividends to shareholders, while FBTAX's dividend yield for the trailing twelve months is around 1.42%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETIHX Eventide Healthcare & Life Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 10.78% | 3.49% | 2.08% | 7.33% | 1.28% | 0.00% | 1.22% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.42% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
ETIHX vs. FBTAX - Drawdown Comparison
The maximum ETIHX drawdown since its inception was -55.11%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for ETIHX and FBTAX.
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Drawdown Indicators
| ETIHX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -63.55% | +8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -13.60% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -49.49% | -36.51% | -12.98% |
Max Drawdown (10Y)Largest decline over 10 years | -55.11% | -38.82% | -16.29% |
Current DrawdownCurrent decline from peak | -7.09% | -2.54% | -4.55% |
Average DrawdownAverage peak-to-trough decline | -18.17% | -21.34% | +3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.71% | +0.08% |
Volatility
ETIHX vs. FBTAX - Volatility Comparison
Eventide Healthcare & Life Sciences Fund (ETIHX) has a higher volatility of 10.04% compared to Fidelity Advisor Biotechnology Fund Class A (FBTAX) at 9.36%. This indicates that ETIHX's price experiences larger fluctuations and is considered to be riskier than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIHX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.04% | 9.36% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 17.00% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 26.00% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.84% | 23.32% | +4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.46% | 24.59% | +3.87% |