ETIHX vs. XBI

In the year-to-date period, ETIHX achieves a -3.22% return, which is significantly higher than XBI's -8.22% return. Over the past 10 years, ETIHX has outperformed XBI with an annualized return of 5.55%, while XBI has yielded a comparatively lower 1.20% annualized return.

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ETIHX has a 1.30% expense ratio, which is higher than XBI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eventide Healthcare & Life Sciences Fund (ETIHX) and SPDR S&P Biotech ETF (XBI). 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.

The current ETIHX Sharpe Ratio is -0.30, which is lower than the XBI Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of ETIHX and XBI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETIHX has not paid dividends to shareholders, while XBI's dividend yield for the trailing twelve months is around 0.17%.

The maximum ETIHX drawdown since its inception was -55.11%, smaller than the maximum XBI drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for ETIHX and XBI. For additional features, visit the drawdowns tool.

The current volatility for Eventide Healthcare & Life Sciences Fund (ETIHX) is 12.41%, while SPDR S&P Biotech ETF (XBI) has a volatility of 13.53%. This indicates that ETIHX experiences smaller price fluctuations and is considered to be less risky than XBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.