DXYZ vs. IGM
DXYZ (Destiny Tech100 Inc) is a stock, while IGM (iShares Expanded Tech Sector ETF) is Technology Equities fund tracking the S&P North American Expanded Technology Sector Index. Over the past year, DXYZ returned -28.04% vs 48.57% for IGM. At a 0.42 correlation, their price movements are largely independent.
Performance
DXYZ vs. IGM - Performance Comparison
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Returns By Period
In the year-to-date period, DXYZ achieves a -5.42% return, which is significantly lower than IGM's 23.42% return.
DXYZ
- 1D
- -25.14%
- 1M
- -44.50%
- YTD
- -5.42%
- 6M
- -23.68%
- 1Y
- -28.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGM
- 1D
- 0.69%
- 1M
- 3.04%
- YTD
- 23.42%
- 6M
- 23.24%
- 1Y
- 48.57%
- 3Y*
- 35.37%
- 5Y*
- 20.09%
- 10Y*
- 24.57%
DXYZ vs. IGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | -5.42% | -47.96% | 613.45% |
IGM iShares Expanded Tech Sector ETF | 23.42% | 26.76% | 18.11% |
Correlation
The correlation between DXYZ and IGM is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.42 |
The correlation between DXYZ and IGM shifts across timeframes, from 0.31 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DXYZ vs. IGM — Risk / Return Rank
DXYZ
IGM
DXYZ vs. IGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and iShares Expanded Tech Sector ETF (IGM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DXYZ | IGM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.37 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 2.97 | -3.44 |
| Martin ratioReturn relative to average drawdown | -0.93 | 10.06 | -10.99 |
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Drawdowns
DXYZ vs. IGM - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, which is greater than IGM's maximum drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for DXYZ and IGM.
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Drawdown Indicators
| DXYZ | IGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.35% | -65.59% | -24.76% |
Max Drawdown (1Y)Largest decline over 1 year | -59.33% | -16.44% | -42.89% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.39% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.68% | — |
Current DrawdownCurrent decline from peak | -70.97% | -6.80% | -64.17% |
Average DrawdownAverage peak-to-trough decline | -68.37% | -15.22% | -53.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.12% | 4.84% | +25.28% |
Volatility
DXYZ vs. IGM - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 52.18% compared to iShares Expanded Tech Sector ETF (IGM) at 10.03%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXYZ | IGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 52.18% | 10.03% | +42.15% |
Volatility (6M)Calculated over the trailing 6-month period | 85.74% | 18.11% | +67.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.63% | 21.98% | +79.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 165.45% | 25.91% | +139.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 165.45% | 24.66% | +140.79% |
Dividends
DXYZ vs. IGM - Dividend Comparison
DXYZ has not paid dividends to shareholders, while IGM's dividend yield for the trailing twelve months is around 0.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IGM iShares Expanded Tech Sector ETF | 0.13% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
Frequently Asked Questions
DXYZ and IGM have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (52.18%) compared to IGM (10.03%). In terms of maximum drawdown, DXYZ dropped -90.35% vs IGM's -65.59%.
IGM currently has the higher Sharpe Ratio (2.22 vs -0.28), 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.
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