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:
1.21
IGV:
0.87
DRGTX:
1.67
IGV:
1.26
DRGTX:
1.22
IGV:
1.16
DRGTX:
0.75
IGV:
0.27
DRGTX:
6.01
IGV:
3.52
DRGTX:
5.00%
IGV:
5.40%
DRGTX:
24.93%
IGV:
21.86%
DRGTX:
-83.33%
IGV:
-98.54%
DRGTX:
-19.57%
IGV:
-59.07%
Returns By Period
In the year-to-date period, DRGTX achieves a 3.33% return, which is significantly higher than IGV's 2.64% return. Over the past 10 years, DRGTX has underperformed IGV with an annualized return of 4.96%, while IGV has yielded a comparatively higher 19.30% annualized return.
DRGTX
3.33%
3.33%
21.90%
34.63%
5.97%
4.96%
IGV
2.64%
2.64%
23.84%
22.22%
15.91%
19.30%
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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 Rank
DRGTX
IGV
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 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.41% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% | 0.29% |
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
Virtus Technology Fund (DRGTX) has a higher volatility of 8.73% compared to iShares Expanded Tech-Software Sector ET (IGV) at 6.60%. This indicates that DRGTX's price experiences larger fluctuations and is considered to be riskier than IGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.