DGIT.L vs. SHLD.L
DGIT.L (iShares Digitalisation UCITS Acc) and SHLD.L (iShares Digital Security UCITS ETF USD (Dist)) are both Technology Equities funds from iShares - DGIT.L tracks the MSCI World/Information Tech NR USD while SHLD.L tracks the STOXX Global Digital Security Open Net Index in USD. Both are passively managed. Over the past 5 years, DGIT.L returned 1.12%/yr vs 9.59%/yr for SHLD.L. Their correlation of 0.85 suggests significant overlap in exposure. Both charge a 0.40% expense ratio.
Performance
DGIT.L vs. SHLD.L - Performance Comparison
Loading charts...
Different Trading Currencies
DGIT.L is traded in GBp, while SHLD.L is traded in USD. To make them comparable, the SHLD.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, DGIT.L achieves a 3.82% return, which is significantly lower than SHLD.L's 16.73% return.
DGIT.L
- 1D
- -1.07%
- 1M
- 3.92%
- 6M
- 4.20%
- YTD
- 3.82%
- 1Y
- -1.33%
- 3Y*
- 10.99%
- 5Y*
- 1.12%
- 10Y*
- —
SHLD.L
- 1D
- -0.37%
- 1M
- 2.12%
- 6M
- 16.00%
- YTD
- 16.73%
- 1Y
- 21.48%
- 3Y*
- 17.87%
- 5Y*
- 9.59%
- 10Y*
- —
DGIT.L vs. SHLD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DGIT.L iShares Digitalisation UCITS Acc | 3.82% | -2.47% | 24.03% | 25.52% | -28.82% | 2.05% | 37.30% | 20.58% | -3.29% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 16.73% | 3.57% | 18.59% | 27.22% | -20.68% | 17.61% | 23.48% | 23.39% | -2.16% |
Correlation
The correlation between DGIT.L and SHLD.L is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2018 | 0.85 |
The correlation between DGIT.L and SHLD.L shifts across timeframes, from 0.73 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DGIT.L vs. SHLD.L — Risk / Return Rank
DGIT.L
SHLD.L
DGIT.L vs. SHLD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digitalisation UCITS Acc (DGIT.L) and iShares Digital Security UCITS ETF USD (Dist) (SHLD.L). 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.
| DGIT.L | SHLD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.06 | 1.69 | -1.75 |
| Martin ratioReturn relative to average drawdown | -0.12 | 3.64 | -3.76 |
Loading charts...
Drawdowns
DGIT.L vs. SHLD.L - Drawdown Comparison
The maximum DGIT.L drawdown since its inception was -37.95%, which is greater than SHLD.L's maximum drawdown of -27.24%. Use the drawdown chart below to compare losses from any high point for DGIT.L and SHLD.L.
Loading charts...
Drawdown Indicators
| DGIT.L | SHLD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -27.24% | -10.71% |
Max Drawdown (1Y)Largest decline over 1 year | -22.83% | -12.66% | -10.17% |
Max Drawdown (3Y)Largest decline over 3 years | -24.88% | -24.26% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -37.95% | -27.24% | -10.71% |
Current DrawdownCurrent decline from peak | -7.37% | -5.27% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -13.44% | -7.84% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.81% | 5.90% | +4.91% |
Volatility
DGIT.L vs. SHLD.L - Volatility Comparison
The current volatility for iShares Digitalisation UCITS Acc (DGIT.L) is 5.63%, while iShares Digital Security UCITS ETF USD (Dist) (SHLD.L) has a volatility of 7.09%. This indicates that DGIT.L experiences smaller price fluctuations and is considered to be less risky than SHLD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DGIT.L | SHLD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 7.09% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 17.91% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 21.43% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.76% | 20.33% | +3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.94% | 20.35% | +2.59% |
DGIT.L vs. SHLD.L - Expense Ratio Comparison
Both DGIT.L and SHLD.L have an expense ratio of 0.40%.
Dividends
DGIT.L vs. SHLD.L - Dividend Comparison
DGIT.L has not paid dividends to shareholders, while SHLD.L's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
DGIT.L iShares Digitalisation UCITS Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
Frequently Asked Questions
DGIT.L and SHLD.L have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
DGIT.L and SHLD.L have the same expense ratio: 0.40% per year.
DGIT.L tracks MSCI World/Information Tech NR USD, while SHLD.L tracks STOXX Global Digital Security Open Net Index in USD.
Find the right allocation for DGIT.L and SHLD.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer