evenfolio
Eventide FundsLarge ValueELCV · NYSE Arca

Eventide High Dividend ETF (ELCV)

Price
$31.44
11 Sept 2026
Assets
$269.2M
Total net assets
Expense ratio
0.49%
Category 0.85%
Yield
2.14%
Trailing distributions
3Y CAGR
Category 17.9%
5Y CAGR
Category 11.5%
Loading NAV history…
Eventide High Dividend ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.6%-1.9%+10.9%+19.8%+20.8%+14.2%
Large Value average-1.1%3.4%13.6%15.6%20.2%17.9%11.5%12.3%12.8%
Difference-1.5%-5.4%-2.7%+4.3%+0.6%+1.4%

Holdings

The 10 largest positions make up 39.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
PLDPrologis Inc5.28%
ETREntergy Corp4.51%
AMGNAmgen Inc4.49%
WMBWilliams Companies Inc4.48%
RPRXRoyalty Pharma PLC Class A3.94%
XOMExxonMobil Holdings Corp3.73%
MDTMedtronic PLC3.28%
DELLDell Technologies Inc Ordinary Shares - Class C3.26%
FITBFifth Third Bancorp3.23%
HBANHuntington Bancshares Inc3.08%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.2
P/B
3.5
P/S
3.7
P/CF
14.4

Sector allocation

Share of the equity the fund holds.

24.9%Energy8 sectors
  1. Energy24.9%
  2. Technology17.1%
  3. Utilities13.8%
  4. Health care13.2%
  5. Industrials12.1%
  6. Financial services8.9%
  7. Real estate5.3%
  8. Consumer discretionary4.7%

Asset mix

  • Stocks100.0%

ETF details

Issuer
Eventide Funds
Category
Equity · Large Value
Ticker
ELCV
Exchange
NYSE Arca
Inception
30 Sept 2024 (1.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.49% (category 0.85%)
Holdings turnover
63% (category 57%)
Distribution yield
2.14%
Beta, 3 years
0.00
Total net assets
$269.2M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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