THW vs. ETIHX
Compare and contrast key facts about abrdn World Healthcare Fund (THW) and Eventide Healthcare & Life Sciences Fund (ETIHX).
THW is an actively managed fund by Aberdeen. It was launched on Jun 26, 2015. ETIHX is managed by Eventide Funds. It was launched on Dec 26, 2012.
Performance
THW vs. ETIHX - Performance Comparison
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THW vs. ETIHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
THW abrdn World Healthcare Fund | -4.57% | 31.10% | 5.35% | -11.52% | -1.21% | 12.03% | 26.40% | 32.98% | -5.40% | 16.95% |
ETIHX Eventide Healthcare & Life Sciences Fund | -4.72% | 56.73% | -10.13% | 11.01% | -19.62% | -16.87% | 37.12% | 58.74% | -0.27% | 45.83% |
Returns By Period
The year-to-date returns for both stocks are quite close, with THW having a -4.57% return and ETIHX slightly lower at -4.72%. Over the past 10 years, THW has underperformed ETIHX with an annualized return of 9.08%, while ETIHX has yielded a comparatively higher 12.95% annualized return.
THW
- 1D
- 1.63%
- 1M
- -4.72%
- YTD
- -4.57%
- 6M
- -2.21%
- 1Y
- 18.28%
- 3Y*
- 6.68%
- 5Y*
- 5.96%
- 10Y*
- 9.08%
ETIHX
- 1D
- 6.18%
- 1M
- -2.47%
- YTD
- -4.72%
- 6M
- 20.62%
- 1Y
- 66.40%
- 3Y*
- 14.82%
- 5Y*
- 1.31%
- 10Y*
- 12.95%
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THW vs. ETIHX - Expense Ratio Comparison
THW has a 1.54% expense ratio, which is higher than ETIHX's 1.30% expense ratio.
Return for Risk
THW vs. ETIHX — Risk / Return Rank
THW
ETIHX
THW vs. ETIHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn World Healthcare Fund (THW) and Eventide Healthcare & Life Sciences Fund (ETIHX). 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.
| THW | ETIHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 2.33 | -1.49 |
Sortino ratioReturn per unit of downside risk | 1.24 | 3.06 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.39 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 4.26 | -2.84 |
Martin ratioReturn relative to average drawdown | 3.69 | 14.67 | -10.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| THW | ETIHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 2.33 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.05 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.46 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.52 | -0.27 |
Correlation
The correlation between THW and ETIHX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
THW vs. ETIHX - Dividend Comparison
THW's dividend yield for the trailing twelve months is around 11.81%, while ETIHX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THW abrdn World Healthcare Fund | 11.81% | 10.96% | 12.72% | 12.00% | 9.56% | 8.60% | 8.85% | 10.11% | 12.08% | 10.29% | 10.91% | 3.69% |
ETIHX Eventide Healthcare & Life Sciences Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 10.78% | 3.49% | 2.08% | 7.33% | 1.28% | 0.00% | 1.22% |
Drawdowns
THW vs. ETIHX - Drawdown Comparison
The maximum THW drawdown since its inception was -37.36%, smaller than the maximum ETIHX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for THW and ETIHX.
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Drawdown Indicators
| THW | ETIHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.36% | -55.11% | +17.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -12.50% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -49.49% | +17.96% |
Max Drawdown (10Y)Largest decline over 10 years | -37.36% | -55.11% | +17.75% |
Current DrawdownCurrent decline from peak | -6.55% | -7.09% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -18.17% | +8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 3.79% | +0.55% |
Volatility
THW vs. ETIHX - Volatility Comparison
The current volatility for abrdn World Healthcare Fund (THW) is 7.57%, while Eventide Healthcare & Life Sciences Fund (ETIHX) has a volatility of 10.04%. This indicates that THW experiences smaller price fluctuations and is considered to be less risky than ETIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| THW | ETIHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.57% | 10.04% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.18% | 17.34% | -3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.00% | 26.36% | -4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 27.84% | -9.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 28.46% | -7.28% |