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DXYZ vs. COWZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DXYZ and COWZ is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.7

Performance

DXYZ vs. COWZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Destiny Tech100 Inc (DXYZ) and Pacer US Cash Cows 100 ETF (COWZ). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%NovemberDecember2025FebruaryMarchApril
333.33%
-7.84%
DXYZ
COWZ

Key characteristics

Sharpe Ratio

DXYZ:

0.26

COWZ:

-0.30

Sortino Ratio

DXYZ:

1.61

COWZ:

-0.29

Omega Ratio

DXYZ:

1.19

COWZ:

0.96

Calmar Ratio

DXYZ:

0.41

COWZ:

-0.26

Martin Ratio

DXYZ:

0.81

COWZ:

-0.91

Ulcer Index

DXYZ:

45.57%

COWZ:

6.23%

Daily Std Dev

DXYZ:

143.11%

COWZ:

19.03%

Max Drawdown

DXYZ:

-90.35%

COWZ:

-38.63%

Current Drawdown

DXYZ:

-60.92%

COWZ:

-15.27%

Returns By Period

In the year-to-date period, DXYZ achieves a -33.74% return, which is significantly lower than COWZ's -8.35% return.


DXYZ

YTD

-33.74%

1M

-3.11%

6M

225.27%

1Y

107.12%

5Y*

N/A

10Y*

N/A

COWZ

YTD

-8.35%

1M

-6.44%

6M

-9.36%

1Y

-5.50%

5Y*

18.49%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

DXYZ vs. COWZ — Risk-Adjusted Performance Rank

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

DXYZ
The Risk-Adjusted Performance Rank of DXYZ is 7171
Overall Rank
The Sharpe Ratio Rank of DXYZ is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of DXYZ is 8080
Sortino Ratio Rank
The Omega Ratio Rank of DXYZ is 7575
Omega Ratio Rank
The Calmar Ratio Rank of DXYZ is 7171
Calmar Ratio Rank
The Martin Ratio Rank of DXYZ is 6363
Martin Ratio Rank

COWZ
The Risk-Adjusted Performance Rank of COWZ is 88
Overall Rank
The Sharpe Ratio Rank of COWZ is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of COWZ is 99
Sortino Ratio Rank
The Omega Ratio Rank of COWZ is 99
Omega Ratio Rank
The Calmar Ratio Rank of COWZ is 88
Calmar Ratio Rank
The Martin Ratio Rank of COWZ is 77
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DXYZ vs. COWZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and Pacer US Cash Cows 100 ETF (COWZ). 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 chart of Sharpe ratio for DXYZ, currently valued at 0.26, compared to the broader market-2.00-1.000.001.002.003.00
DXYZ: 0.26
COWZ: -0.30
The chart of Sortino ratio for DXYZ, currently valued at 1.61, compared to the broader market-6.00-4.00-2.000.002.004.00
DXYZ: 1.61
COWZ: -0.29
The chart of Omega ratio for DXYZ, currently valued at 1.19, compared to the broader market0.501.001.502.00
DXYZ: 1.19
COWZ: 0.96
The chart of Calmar ratio for DXYZ, currently valued at 0.41, compared to the broader market0.001.002.003.004.005.00
DXYZ: 0.41
COWZ: -0.26
The chart of Martin ratio for DXYZ, currently valued at 0.81, compared to the broader market-5.000.005.0010.0015.0020.00
DXYZ: 0.81
COWZ: -0.91

The current DXYZ Sharpe Ratio is 0.26, which is higher than the COWZ Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of DXYZ and COWZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.50Wed 02Fri 04Apr 06Tue 08Thu 10Sat 12Mon 14Wed 16Fri 18Apr 20Tue 22Thu 24
0.26
-0.30
DXYZ
COWZ

Dividends

DXYZ vs. COWZ - Dividend Comparison

DXYZ has not paid dividends to shareholders, while COWZ's dividend yield for the trailing twelve months is around 1.97%.


TTM202420232022202120202019201820172016
DXYZ
Destiny Tech100 Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COWZ
Pacer US Cash Cows 100 ETF
1.97%1.82%1.92%1.96%1.48%2.54%1.96%1.67%1.94%0.13%

Drawdowns

DXYZ vs. COWZ - Drawdown Comparison

The maximum DXYZ drawdown since its inception was -90.35%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for DXYZ and COWZ. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-60.92%
-15.27%
DXYZ
COWZ

Volatility

DXYZ vs. COWZ - Volatility Comparison

Destiny Tech100 Inc (DXYZ) has a higher volatility of 37.11% compared to Pacer US Cash Cows 100 ETF (COWZ) at 13.14%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%NovemberDecember2025FebruaryMarchApril
37.11%
13.14%
DXYZ
COWZ