DXYZ vs. IJH
Compare and contrast key facts about Destiny Tech100 Inc (DXYZ) and iShares Core S&P Mid-Cap ETF (IJH).
IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DXYZ or IJH.
Correlation
The correlation between DXYZ and IJH is 0.80, 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
DXYZ vs. IJH - Performance Comparison
Key characteristics
DXYZ:
0.26
IJH:
-0.04
DXYZ:
1.61
IJH:
0.10
DXYZ:
1.19
IJH:
1.01
DXYZ:
0.41
IJH:
-0.04
DXYZ:
0.81
IJH:
-0.12
DXYZ:
45.57%
IJH:
7.10%
DXYZ:
143.11%
IJH:
21.56%
DXYZ:
-90.35%
IJH:
-55.07%
DXYZ:
-60.92%
IJH:
-16.05%
Returns By Period
In the year-to-date period, DXYZ achieves a -33.74% return, which is significantly lower than IJH's -8.93% return.
DXYZ
-33.74%
-3.11%
225.27%
107.12%
N/A
N/A
IJH
-8.93%
-4.54%
-8.28%
-0.81%
13.61%
8.10%
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Risk-Adjusted Performance
DXYZ vs. IJH — Risk-Adjusted Performance Rank
DXYZ
IJH
DXYZ vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and iShares Core S&P Mid-Cap ETF (IJH). 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
DXYZ vs. IJH - Dividend Comparison
DXYZ has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IJH iShares Core S&P Mid-Cap ETF | 1.47% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
DXYZ vs. IJH - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for DXYZ and IJH. For additional features, visit the drawdowns tool.
Volatility
DXYZ vs. IJH - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 37.11% compared to iShares Core S&P Mid-Cap ETF (IJH) at 14.59%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.