ETILX vs. VOOG

Last updated Jun 5, 2026

ETILX (Eventide Gilead Class I) and VOOG (Vanguard S&P 500 Growth ETF) are both funds - ETILX is a Mid Cap Growth Equities fund managed by Eventide Funds, while VOOG is a S&P 500 fund tracking the S&P 500 Growth Index. Over the past 10 years, ETILX returned 13.80%/yr vs 18.10%/yr for VOOG. A 0.80 correlation means they provide meaningful diversification when combined. ETILX charges 1.11%/yr vs 0.07%/yr for VOOG.

Performance

ETILX vs. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eventide Gilead Class I (ETILX) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with ETILX having a 13.33% return and VOOG slightly higher at 13.70%. Over the past 10 years, ETILX has underperformed VOOG with an annualized return of 13.80%, while VOOG has yielded a comparatively higher 18.10% annualized return.

ETILX

• 1D: -0.46%
• 1M: 8.22%
• YTD: 13.33%
• 6M: 11.73%
• 1Y: 33.69%
• 3Y*: 15.64%
• 5Y*: 4.39%
• 10Y*: 13.80%

VOOG

• 1D: -0.07%
• 1M: 6.55%
• YTD: 13.70%
• 6M: 13.08%
• 1Y: 33.67%
• 3Y*: 28.14%
• 5Y*: 16.01%
• 10Y*: 18.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ETILX vs. VOOG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ETILX Eventide Gilead Class I	13.33%	23.77%	-0.03%	22.76%	-34.03%	11.44%	55.44%	34.11%	-2.35%	33.09%
VOOG Vanguard S&P 500 Growth ETF	13.70%	22.11%	35.89%	29.96%	-29.48%	31.95%	33.35%	30.93%	-0.21%	27.19%

Correlation

The correlation between ETILX and VOOG is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.79
Correlation (10Y) Calculated over the trailing 10-year period	0.79
Correlation (All Time) Calculated using the full available price history since Sep 10, 2010	0.80

The correlation between ETILX and VOOG shifts across timeframes, from 0.68 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.

Return for Risk

ETILX vs. VOOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ETILX

ETILX Risk / Return Rank: 42
ETILX Sharpe Ratio Rank: 44
ETILX Sortino Ratio Rank: 40
ETILX Omega Ratio Rank: 41
ETILX Calmar Ratio Rank: 39
ETILX Martin Ratio Rank: 45

VOOG

VOOG Risk / Return Rank: 60
VOOG Sharpe Ratio Rank: 66
VOOG Sortino Ratio Rank: 63
VOOG Omega Ratio Rank: 62
VOOG Calmar Ratio Rank: 51
VOOG Martin Ratio Rank: 59

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ETILX vs. VOOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and Vanguard S&P 500 Growth ETF (VOOG). 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.

	ETILX	VOOG	Difference
Sharpe ratio: Return per unit of total volatility	1.92	2.13	-0.22
Sortino ratio: Return per unit of downside risk	2.64	2.89	-0.24
Omega ratio: Gain probability vs. loss probability	1.34	1.37	-0.02
Calmar ratio: Return relative to maximum drawdown	2.36	2.47	-0.11
Martin ratio: Return relative to average drawdown	9.39	10.20	-0.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ETILX vs. VOOG - Sharpe Ratio Comparison

The current ETILX Sharpe Ratio is 1.92, which is comparable to the VOOG Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of ETILX and VOOG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ETILX	VOOG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.92	2.13	-0.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.76	-0.58
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	0.88	-0.29
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.91	-0.32

Drawdowns

ETILX vs. VOOG - Drawdown Comparison

The maximum ETILX drawdown since its inception was -41.30%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for ETILX and VOOG.

Drawdown Indicators

	ETILX	VOOG	Difference
Max Drawdown Largest peak-to-trough decline	-41.30%	-32.73%	-8.57%
Max Drawdown (1Y) Largest decline over 1 year	-14.40%	-13.71%	-0.69%
Max Drawdown (3Y) Largest decline over 3 years	-25.71%	-22.18%	-3.53%
Max Drawdown (5Y) Largest decline over 5 years	-41.30%	-32.73%	-8.57%
Max Drawdown (10Y) Largest decline over 10 years	-41.30%	-32.73%	-8.57%
Current Drawdown Current decline from peak	-0.49%	-1.15%	+0.66%
Average Drawdown Average peak-to-trough decline	-11.52%	-4.97%	-6.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.61%	3.31%	+0.30%

Volatility

ETILX vs. VOOG - Volatility Comparison

Eventide Gilead Class I (ETILX) has a higher volatility of 5.16% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.31%. This indicates that ETILX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ETILX	VOOG	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.16%	4.31%	+0.85%
Volatility (6M) Calculated over the trailing 6-month period	14.30%	12.41%	+1.89%
Volatility (1Y) Calculated over the trailing 1-year period	17.73%	15.84%	+1.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.22%	21.18%	+3.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.43%	20.72%	+2.71%

ETILX vs. VOOG - Expense Ratio Comparison

ETILX has a 1.11% expense ratio, which is higher than VOOG's 0.07% expense ratio.

Dividends

ETILX vs. VOOG - Dividend Comparison

ETILX's dividend yield for the trailing twelve months is around 10.65%, more than VOOG's 0.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ETILX Eventide Gilead Class I	10.65%	12.07%	1.25%	0.00%	5.36%	6.30%	0.79%	3.14%	5.31%	0.00%	0.00%	1.13%
VOOG Vanguard S&P 500 Growth ETF	0.44%	0.49%	0.49%	1.12%	0.93%	0.53%	0.88%	1.26%	1.34%	1.32%	1.47%	1.56%

Frequently Asked Questions

Can I hold both ETILX and VOOG in my portfolio?

ETILX and VOOG have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ETILX or VOOG?

ETILX has higher volatility (5.16%) compared to VOOG (4.31%). In terms of maximum drawdown, ETILX dropped -41.30% vs VOOG's -32.73%.

Which has better risk-adjusted returns?

VOOG currently has the higher Sharpe Ratio (2.13 vs 1.92), 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.