ETIHX vs. SWHFX
Compare and contrast key facts about Eventide Healthcare & Life Sciences Fund (ETIHX) and Schwab Health Care Fund™ (SWHFX).
ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012. SWHFX is managed by Charles Schwab. It was launched on Jul 2, 2000.
Performance
ETIHX vs. SWHFX - Performance Comparison
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ETIHX vs. SWHFX - 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% |
SWHFX Schwab Health Care Fund™ | -2.94% | 9.81% | 0.10% | 0.73% | -4.66% | 23.36% | 12.83% | 17.64% | 3.68% | 20.31% |
Returns By Period
In the year-to-date period, ETIHX achieves a -4.72% return, which is significantly lower than SWHFX's -2.94% return. Over the past 10 years, ETIHX has outperformed SWHFX with an annualized return of 12.95%, while SWHFX has yielded a comparatively lower 7.78% 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%
SWHFX
- 1D
- 2.06%
- 1M
- -6.53%
- YTD
- -2.94%
- 6M
- -1.82%
- 1Y
- 1.02%
- 3Y*
- 3.81%
- 5Y*
- 4.40%
- 10Y*
- 7.78%
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ETIHX vs. SWHFX - Expense Ratio Comparison
ETIHX has a 1.30% expense ratio, which is higher than SWHFX's 0.80% expense ratio.
Return for Risk
ETIHX vs. SWHFX — Risk / Return Rank
ETIHX
SWHFX
ETIHX vs. SWHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Healthcare & Life Sciences Fund (ETIHX) and Schwab Health Care Fund™ (SWHFX). 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 | SWHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | -0.02 | +2.35 |
Sortino ratioReturn per unit of downside risk | 3.06 | 0.10 | +2.96 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.01 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 4.26 | 0.00 | +4.26 |
Martin ratioReturn relative to average drawdown | 14.67 | 0.01 | +14.66 |
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 | SWHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | -0.02 | +2.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.31 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.49 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.50 | +0.02 |
Correlation
The correlation between ETIHX and SWHFX is 0.62, 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.
Dividends
ETIHX vs. SWHFX - Dividend Comparison
Neither ETIHX nor SWHFX has paid dividends to shareholders.
| 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% |
SWHFX Schwab Health Care Fund™ | 0.00% | 0.00% | 9.49% | 3.60% | 4.18% | 12.52% | 11.47% | 4.56% | 10.02% | 7.32% | 2.63% | 16.31% |
Drawdowns
ETIHX vs. SWHFX - Drawdown Comparison
The maximum ETIHX drawdown since its inception was -55.11%, which is greater than SWHFX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for ETIHX and SWHFX.
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Drawdown Indicators
| ETIHX | SWHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.11% | -43.10% | -12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -12.25% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -49.49% | -19.35% | -30.14% |
Max Drawdown (10Y)Largest decline over 10 years | -55.11% | -27.28% | -27.83% |
Current DrawdownCurrent decline from peak | -7.09% | -10.00% | +2.91% |
Average DrawdownAverage peak-to-trough decline | -18.17% | -8.15% | -10.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 5.66% | -1.87% |
Volatility
ETIHX vs. SWHFX - Volatility Comparison
Eventide Healthcare & Life Sciences Fund (ETIHX) has a higher volatility of 10.04% compared to Schwab Health Care Fund™ (SWHFX) at 5.00%. This indicates that ETIHX's price experiences larger fluctuations and is considered to be riskier than SWHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETIHX | SWHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.04% | 5.00% | +5.04% |
Volatility (6M)Calculated over the trailing 6-month period | 17.34% | 12.23% | +5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.36% | 18.26% | +8.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.84% | 14.49% | +13.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.46% | 15.93% | +12.53% |