DRGTX vs. IGV

In the year-to-date period, DRGTX achieves a -7.82% return, which is significantly lower than IGV's -0.43% return. Both investments have delivered pretty close results over the past 10 years, with DRGTX having a 17.12% annualized return and IGV not far ahead at 17.70%.

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DRGTX has a 1.16% expense ratio, which is higher than IGV's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus Technology Fund (DRGTX) and iShares Expanded Tech-Software Sector ET (IGV). 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.

The current DRGTX Sharpe Ratio is 0.33, which is lower than the IGV Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of DRGTX and IGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither DRGTX nor IGV has paid dividends to shareholders.

The maximum DRGTX drawdown since its inception was -83.33%, which is greater than IGV's maximum drawdown of -62.18%. Use the drawdown chart below to compare losses from any high point for DRGTX and IGV. For additional features, visit the drawdowns tool.