ETILX vs. VTI

Last updated Jun 24, 2026

ETILX (Eventide Gilead Class I) and VTI (Vanguard Total Stock Market ETF) are both funds - ETILX is a Mid Cap Growth Equities fund managed by Eventide Funds, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 10 years, ETILX returned 15.03%/yr vs 15.14%/yr for VTI. Their correlation of 0.83 suggests significant overlap in exposure. ETILX charges 1.11%/yr vs 0.03%/yr for VTI.

Performance

ETILX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eventide Gilead Class I (ETILX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ETILX achieves a 18.02% return, which is significantly higher than VTI's 8.82% return. Both investments have delivered pretty close results over the past 10 years, with ETILX having a 15.03% annualized return and VTI not far ahead at 15.14%.

ETILX

• 1D: 0.72%
• 1M: 6.19%
• YTD: 18.02%
• 6M: 16.14%
• 1Y: 37.22%
• 3Y*: 16.39%
• 5Y*: 3.76%
• 10Y*: 15.03%

VTI

• 1D: -1.39%
• 1M: -0.84%
• YTD: 8.82%
• 6M: 7.71%
• 1Y: 24.22%
• 3Y*: 20.62%
• 5Y*: 11.90%
• 10Y*: 15.14%

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

ETILX vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ETILX Eventide Gilead Class I	18.02%	23.77%	-0.03%	22.76%	-34.03%	11.44%	55.44%	34.11%	-2.35%	33.09%
VTI Vanguard Total Stock Market ETF	8.82%	17.10%	23.81%	26.05%	-19.52%	25.68%	21.08%	30.67%	-5.23%	21.21%

Correlation

The correlation between ETILX and VTI is 0.78, 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	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (10Y) Calculated over the trailing 10-year period	0.82
Correlation (All Time) Calculated using the full available price history since Feb 2, 2010	0.83

The correlation between ETILX and VTI has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.

Return for Risk

ETILX vs. VTI — Risk / Return Rank

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

ETILX

ETILX Risk / Return Rank: 55
ETILX Sharpe Ratio Rank: 58
ETILX Sortino Ratio Rank: 53
ETILX Omega Ratio Rank: 52
ETILX Calmar Ratio Rank: 54
ETILX Martin Ratio Rank: 56

VTI

VTI Risk / Return Rank: 59
VTI Sharpe Ratio Rank: 58
VTI Sortino Ratio Rank: 56
VTI Omega Ratio Rank: 57
VTI Calmar Ratio Rank: 57
VTI Martin Ratio Rank: 68

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. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) and Vanguard Total Stock Market ETF (VTI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ETILX	VTI	Difference
Sharpe ratio: Return per unit of total volatility	2.07	1.90	+0.17
Sortino ratio: Return per unit of downside risk	2.81	2.59	+0.22
Omega ratio: Gain probability vs. loss probability	1.37	1.34	+0.03
Calmar ratio: Return relative to maximum drawdown	2.69	2.73	-0.03
Martin ratio: Return relative to average drawdown	10.67	12.14	-1.47

ETILX vs. VTI - Sharpe Ratio Comparison

The current ETILX Sharpe Ratio is 2.07, which is comparable to the VTI Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of ETILX and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ETILX vs. VTI - Drawdown Comparison

The maximum ETILX drawdown since its inception was -41.30%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ETILX and VTI.

Drawdown Indicators

	ETILX	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-41.30%	-55.45%	+14.15%
Max Drawdown (1Y) Largest decline over 1 year	-14.40%	-8.92%	-5.48%
Max Drawdown (3Y) Largest decline over 3 years	-25.71%	-19.30%	-6.41%
Max Drawdown (5Y) Largest decline over 5 years	-41.30%	-25.36%	-15.94%
Max Drawdown (10Y) Largest decline over 10 years	-41.30%	-35.00%	-6.30%
Current Drawdown Current decline from peak	0.00%	-2.85%	+2.85%
Average Drawdown Average peak-to-trough decline	-11.48%	-8.01%	-3.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.63%	2.00%	+1.63%

Volatility

ETILX vs. VTI - Volatility Comparison

Eventide Gilead Class I (ETILX) has a higher volatility of 6.81% compared to Vanguard Total Stock Market ETF (VTI) at 4.95%. This indicates that ETILX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ETILX	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.81%	4.95%	+1.86%
Volatility (6M) Calculated over the trailing 6-month period	15.32%	10.05%	+5.27%
Volatility (1Y) Calculated over the trailing 1-year period	18.75%	12.83%	+5.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.36%	17.51%	+6.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.49%	18.32%	+5.17%

ETILX vs. VTI - Expense Ratio Comparison

ETILX has a 1.11% expense ratio, which is higher than VTI's 0.03% expense ratio.

Dividends

ETILX vs. VTI - Dividend Comparison

ETILX's dividend yield for the trailing twelve months is around 10.23%, more than VTI's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ETILX Eventide Gilead Class I	10.23%	12.07%	1.25%	0.00%	5.36%	6.30%	0.79%	3.14%	5.31%	0.00%	0.00%	1.13%
VTI Vanguard Total Stock Market ETF	1.04%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both ETILX and VTI in my portfolio?

ETILX and VTI have a correlation of 0.78, 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 VTI?

ETILX has higher volatility (6.81%) compared to VTI (4.95%). In terms of maximum drawdown, ETILX dropped -41.30% vs VTI's -55.45%.

Which has better risk-adjusted returns?

ETILX currently has the higher Sharpe Ratio (2.07 vs 1.90), 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.