DXYZ vs. COST

Last updated Jun 9, 2026

DXYZ (Destiny Tech100 Inc) and COST (Costco Wholesale Corporation) are both stocks. DXYZ operates in Asset Management (Financial Services), while COST operates in Discount Stores (Consumer Defensive). Over the past year, DXYZ returned -1.28% vs -3.42% for COST. At a 0.11 correlation, their price movements are largely independent.

Performance

DXYZ vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Destiny Tech100 Inc (DXYZ) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DXYZ achieves a 28.08% return, which is significantly higher than COST's 13.35% return.

DXYZ

• 1D: -6.13%
• 1M: -28.15%
• YTD: 28.08%
• 6M: 42.86%
• 1Y: -1.28%
• 3Y*: —
• 5Y*: —
• 10Y*: —

COST

• 1D: 0.30%
• 1M: -3.37%
• YTD: 13.35%
• 6M: 10.14%
• 1Y: -3.42%
• 3Y*: 25.18%
• 5Y*: 22.05%
• 10Y*: 22.25%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DXYZ vs. COST - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DXYZ Destiny Tech100 Inc	28.08%	-47.96%	554.00%
COST Costco Wholesale Corporation	13.35%	-5.39%	25.90%

Correlation

The correlation between DXYZ and COST is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.14
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024	0.11

The correlation between DXYZ and COST shifts across timeframes, from -0.14 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS DXYZ : $5.22 COST : $26.51
PE Ratio DXYZ : 7.52 COST : 36.77
PEG Ratio DXYZ : 0.06 COST : 2.88
Total Revenue (TTM) DXYZ : -$927.36K COST : $293.59B
Gross Profit (TTM) DXYZ : -$1.55M COST : $11.12B
EBITDA (TTM) DXYZ : $61.66M COST : $12.48B

Return for Risk

DXYZ vs. COST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DXYZ

DXYZ Risk / Return Rank: 45
DXYZ Sharpe Ratio Rank: 41
DXYZ Sortino Ratio Rank: 50
DXYZ Omega Ratio Rank: 48
DXYZ Calmar Ratio Rank: 41
DXYZ Martin Ratio Rank: 41

COST

COST Risk / Return Rank: 32
COST Sharpe Ratio Rank: 34
COST Sortino Ratio Rank: 28
COST Omega Ratio Rank: 28
COST Calmar Ratio Rank: 35
COST Martin Ratio Rank: 33

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DXYZ vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and Costco Wholesale Corporation (COST). 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.

	DXYZ	COST	Difference
Sharpe ratio: Return per unit of total volatility	-0.01	-0.18	+0.17
Sortino ratio: Return per unit of downside risk	0.78	-0.13	+0.91
Omega ratio: Gain probability vs. loss probability	1.09	0.98	+0.11
Calmar ratio: Return relative to maximum drawdown	-0.03	-0.22	+0.20
Martin ratio: Return relative to average drawdown	-0.04	-0.51	+0.47
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DXYZ vs. COST - Sharpe Ratio Comparison

The current DXYZ Sharpe Ratio is -0.01, which is higher than the COST Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of DXYZ and COST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DXYZ	COST	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.01	-0.18	+0.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.98	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.02	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	0.59	0.00

Drawdowns

DXYZ vs. COST - Drawdown Comparison

The maximum DXYZ drawdown since its inception was -90.35%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for DXYZ and COST.

Drawdown Indicators

	DXYZ	COST	Difference
Max Drawdown Largest peak-to-trough decline	-90.35%	-53.39%	-36.96%
Max Drawdown (1Y) Largest decline over 1 year	-51.30%	-15.38%	-35.92%
Max Drawdown (3Y) Largest decline over 3 years	—	-20.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.40%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-31.40%	—
Current Drawdown Current decline from peak	-60.69%	-10.93%	-49.76%
Average Drawdown Average peak-to-trough decline	-68.51%	-13.36%	-55.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	32.50%	7.15%	+25.35%

Volatility

DXYZ vs. COST - Volatility Comparison

Destiny Tech100 Inc (DXYZ) has a higher volatility of 61.59% compared to Costco Wholesale Corporation (COST) at 7.71%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DXYZ	COST	Difference
Volatility (1M) Calculated over the trailing 1-month period	61.59%	7.71%	+53.88%
Volatility (6M) Calculated over the trailing 6-month period	80.50%	14.53%	+65.97%
Volatility (1Y) Calculated over the trailing 1-year period	97.95%	18.79%	+79.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	164.89%	22.71%	+142.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	164.89%	21.95%	+142.94%

Dividends

DXYZ vs. COST - Dividend Comparison

DXYZ has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.55%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COST Costco Wholesale Corporation	0.55%	0.59%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%
DXYZ Destiny Tech100 Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both DXYZ and COST in my portfolio?

DXYZ and COST have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DXYZ or COST?

DXYZ has higher volatility (61.59%) compared to COST (7.71%). In terms of maximum drawdown, DXYZ dropped -90.35% vs COST's -53.39%.

Which has better risk-adjusted returns?

DXYZ currently has the higher Sharpe Ratio (-0.01 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.