DRGTX vs. IGV
Compare and contrast key facts about Virtus Technology Fund (DRGTX) and iShares Expanded Tech-Software Sector ET (IGV).
DRGTX is managed by Allianz Global Investors. It was launched on Dec 26, 1995. IGV is a passively managed fund by iShares that tracks the performance of the S&P North American Technology-Software Index. It was launched on Jul 10, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRGTX or IGV.
Correlation
The correlation between DRGTX and IGV is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DRGTX vs. IGV - Performance Comparison
Key characteristics
DRGTX:
1.74
IGV:
1.29
DRGTX:
2.27
IGV:
1.74
DRGTX:
1.31
IGV:
1.23
DRGTX:
0.93
IGV:
0.40
DRGTX:
8.57
IGV:
5.75
DRGTX:
4.88%
IGV:
4.82%
DRGTX:
23.98%
IGV:
21.48%
DRGTX:
-83.33%
IGV:
-98.54%
DRGTX:
-18.66%
IGV:
-58.54%
Returns By Period
In the year-to-date period, DRGTX achieves a 41.77% return, which is significantly higher than IGV's 28.32% return. Over the past 10 years, DRGTX has underperformed IGV with an annualized return of 4.49%, while IGV has yielded a comparatively higher 18.84% annualized return.
DRGTX
41.77%
5.25%
14.18%
41.84%
7.37%
4.49%
IGV
28.32%
-1.83%
23.11%
27.73%
17.54%
18.84%
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DRGTX vs. IGV - Expense Ratio Comparison
DRGTX has a 1.16% expense ratio, which is higher than IGV's 0.46% expense ratio.
Risk-Adjusted Performance
DRGTX vs. IGV - Risk-Adjusted Performance Comparison
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.
Dividends
DRGTX vs. IGV - Dividend Comparison
Neither DRGTX nor IGV has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGV iShares Expanded Tech-Software Sector ET | 0.00% | 0.41% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% | 0.29% | 0.33% |
Drawdowns
DRGTX vs. IGV - Drawdown Comparison
The maximum DRGTX drawdown since its inception was -83.33%, smaller than the maximum IGV drawdown of -98.54%. Use the drawdown chart below to compare losses from any high point for DRGTX and IGV. For additional features, visit the drawdowns tool.
Volatility
DRGTX vs. IGV - Volatility Comparison
The current volatility for Virtus Technology Fund (DRGTX) is 6.89%, while iShares Expanded Tech-Software Sector ET (IGV) has a volatility of 8.07%. This indicates that DRGTX experiences smaller price fluctuations and is considered to be less risky than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.