VKSFX vs. ETIDX
VKSFX (Virtus KAR Small-Mid Cap Value Fund) and ETIDX (Eventide Dividend Opportunities Fund) are both Mid Cap Blend Equities funds. Over the past 3 years, VKSFX returned 4.30%/yr vs 14.79%/yr for ETIDX. Their correlation of 0.83 means they have usually moved in the same direction. VKSFX charges 0.94%/yr vs 0.95%/yr for ETIDX.
Performance
VKSFX vs. ETIDX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSFX achieves a 1.89% return, which is significantly lower than ETIDX's 15.08% return.
VKSFX
- 1D
- -0.20%
- 1M
- -0.97%
- 6M
- -3.22%
- YTD
- 1.89%
- 1Y
- -1.88%
- 3Y*
- 4.30%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.94%
ETIDX
- 1D
- 0.41%
- 1M
- -2.19%
- 6M
- 9.24%
- YTD
- 15.08%
- 1Y
- 17.01%
- 3Y*
- 14.79%
- 5Y*
- 7.96%
- 10Y*
- —
- ALL TIME*
- 11.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSFX vs. ETIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 1.89% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
ETIDX Eventide Dividend Opportunities Fund | 15.08% | 5.67% | 16.56% | 19.67% | -21.77% | 9.46% |
Correlation
The correlation between VKSFX and ETIDX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.83 |
Over the past year, the correlation between VKSFX and ETIDX has dropped to 0.58 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
VKSFX vs. ETIDX — Risk / Return Rank
VKSFX
ETIDX
VKSFX vs. ETIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) 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.
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.
| VKSFX | ETIDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.19 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 2.22 | -2.47 |
| Martin ratioReturn relative to average drawdown | -0.45 | 6.42 | -6.87 |
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Drawdowns
VKSFX vs. ETIDX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum ETIDX drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for VKSFX and ETIDX.
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Drawdown Indicators
| VKSFX | ETIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -34.12% | +8.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -7.60% | -3.76% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -20.51% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -29.11% | +3.65% |
Current DrawdownCurrent decline from peak | -9.60% | -5.40% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -7.01% | -3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 2.62% | +3.59% |
Volatility
VKSFX vs. ETIDX - Volatility Comparison
Virtus KAR Small-Mid Cap Value Fund (VKSFX) has a higher volatility of 4.86% compared to Eventide Dividend Opportunities Fund (ETIDX) at 3.85%. This indicates that VKSFX'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.
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Volatility by Period
| VKSFX | ETIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.85% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 12.50% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 15.45% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 17.86% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 18.25% | -0.21% |
VKSFX vs. ETIDX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is lower than ETIDX's 0.95% expense ratio.
Dividends
VKSFX vs. ETIDX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.23%, less than ETIDX's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ETIDX Eventide Dividend Opportunities Fund | 3.08% | 3.58% | 0.64% | 0.67% | 1.98% | 2.78% | 1.05% | 1.99% | 2.16% | 1.41% |
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.23% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSFX and ETIDX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSFX has higher volatility (4.86%) compared to ETIDX (3.85%). In terms of maximum drawdown, VKSFX dropped -25.46% vs ETIDX's -34.12%.
ETIDX currently has the higher Sharpe Ratio (1.09 vs -0.19), 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.
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