PortfoliosLab logo
GLRY vs. ETIDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GLRY and ETIDX is 0.78, 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.


Performance

GLRY vs. ETIDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) and Eventide Dividend Opportunities Fund (ETIDX). The values are adjusted to include any dividend payments, if applicable.

10.00%20.00%30.00%40.00%50.00%60.00%December2025FebruaryMarchAprilMay
28.81%
45.75%
GLRY
ETIDX

Key characteristics

Sharpe Ratio

GLRY:

0.23

ETIDX:

0.39

Sortino Ratio

GLRY:

0.48

ETIDX:

0.67

Omega Ratio

GLRY:

1.06

ETIDX:

1.09

Calmar Ratio

GLRY:

0.24

ETIDX:

0.37

Martin Ratio

GLRY:

0.77

ETIDX:

1.16

Ulcer Index

GLRY:

6.44%

ETIDX:

6.46%

Daily Std Dev

GLRY:

21.45%

ETIDX:

19.04%

Max Drawdown

GLRY:

-40.60%

ETIDX:

-34.12%

Current Drawdown

GLRY:

-8.26%

ETIDX:

-10.98%

Returns By Period

In the year-to-date period, GLRY achieves a -1.28% return, which is significantly higher than ETIDX's -1.88% return.


GLRY

YTD

-1.28%

1M

15.15%

6M

-5.53%

1Y

3.24%

5Y*

N/A

10Y*

N/A

ETIDX

YTD

-1.88%

1M

10.11%

6M

-7.80%

1Y

5.64%

5Y*

13.96%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GLRY vs. ETIDX - Expense Ratio Comparison

GLRY has a 0.85% expense ratio, which is lower than ETIDX's 0.95% expense ratio.


Risk-Adjusted Performance

GLRY vs. ETIDX — Risk-Adjusted Performance Rank

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

GLRY
The Risk-Adjusted Performance Rank of GLRY is 3636
Overall Rank
The Sharpe Ratio Rank of GLRY is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of GLRY is 3636
Sortino Ratio Rank
The Omega Ratio Rank of GLRY is 3535
Omega Ratio Rank
The Calmar Ratio Rank of GLRY is 4040
Calmar Ratio Rank
The Martin Ratio Rank of GLRY is 3636
Martin Ratio Rank

ETIDX
The Risk-Adjusted Performance Rank of ETIDX is 4141
Overall Rank
The Sharpe Ratio Rank of ETIDX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of ETIDX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of ETIDX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of ETIDX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of ETIDX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GLRY vs. ETIDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) and Eventide Dividend Opportunities Fund (ETIDX). 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 GLRY Sharpe Ratio is 0.23, which is lower than the ETIDX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of GLRY and ETIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.23
0.39
GLRY
ETIDX

Dividends

GLRY vs. ETIDX - Dividend Comparison

GLRY's dividend yield for the trailing twelve months is around 0.67%, less than ETIDX's 0.68% yield.


TTM20242023202220212020201920182017
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
0.67%0.52%1.07%1.03%4.00%0.00%0.00%0.00%0.00%
ETIDX
Eventide Dividend Opportunities Fund
0.68%0.64%0.67%1.34%1.14%1.06%1.99%2.17%0.30%

Drawdowns

GLRY vs. ETIDX - Drawdown Comparison

The maximum GLRY drawdown since its inception was -40.60%, which is greater than ETIDX's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for GLRY and ETIDX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.26%
-10.98%
GLRY
ETIDX

Volatility

GLRY vs. ETIDX - Volatility Comparison

Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) has a higher volatility of 10.62% compared to Eventide Dividend Opportunities Fund (ETIDX) at 9.57%. This indicates that GLRY's price experiences larger fluctuations and is considered to be riskier than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
10.62%
9.57%
GLRY
ETIDX