TBG vs. ETIDX
Compare and contrast key facts about TBG Dividend Focus ETF (TBG) and Eventide Dividend Opportunities Fund (ETIDX).
TBG is an actively managed fund by EA Series Trust. It was launched on Nov 6, 2023. ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBG or ETIDX.
Correlation
The correlation between TBG and ETIDX is 0.70, 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
TBG vs. ETIDX - Performance Comparison
Key characteristics
TBG:
2.10
ETIDX:
1.81
TBG:
2.97
ETIDX:
2.50
TBG:
1.38
ETIDX:
1.30
TBG:
3.44
ETIDX:
2.13
TBG:
10.55
ETIDX:
8.24
TBG:
2.18%
ETIDX:
3.14%
TBG:
10.93%
ETIDX:
14.33%
TBG:
-6.67%
ETIDX:
-34.12%
TBG:
-3.65%
ETIDX:
-4.32%
Returns By Period
In the year-to-date period, TBG achieves a 1.90% return, which is significantly lower than ETIDX's 5.46% return.
TBG
1.90%
0.07%
9.65%
23.51%
N/A
N/A
ETIDX
5.46%
2.17%
8.23%
26.78%
12.80%
N/A
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TBG vs. ETIDX - Expense Ratio Comparison
TBG has a 0.59% expense ratio, which is lower than ETIDX's 0.95% expense ratio.
Risk-Adjusted Performance
TBG vs. ETIDX — Risk-Adjusted Performance Rank
TBG
ETIDX
TBG vs. ETIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TBG Dividend Focus ETF (TBG) 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.
Dividends
TBG vs. ETIDX - Dividend Comparison
TBG's dividend yield for the trailing twelve months is around 2.29%, more than ETIDX's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
TBG TBG Dividend Focus ETF | 2.29% | 2.34% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ETIDX Eventide Dividend Opportunities Fund | 0.61% | 0.64% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% |
Drawdowns
TBG vs. ETIDX - Drawdown Comparison
The maximum TBG drawdown since its inception was -6.67%, smaller than the maximum ETIDX drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for TBG and ETIDX. For additional features, visit the drawdowns tool.
Volatility
TBG vs. ETIDX - Volatility Comparison
The current volatility for TBG Dividend Focus ETF (TBG) is 4.31%, while Eventide Dividend Opportunities Fund (ETIDX) has a volatility of 5.25%. This indicates that TBG experiences smaller price fluctuations and is considered to be less risky than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.