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 0.42, 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.
Performance
DXYZ vs. IJH - Performance Comparison
Key characteristics
DXYZ:
0.11
IJH:
-0.56
DXYZ:
1.79
IJH:
-0.65
DXYZ:
1.23
IJH:
0.92
DXYZ:
0.22
IJH:
-0.48
DXYZ:
0.28
IJH:
-1.87
DXYZ:
73.72%
IJH:
5.59%
DXYZ:
191.67%
IJH:
18.57%
DXYZ:
-90.35%
IJH:
-55.07%
DXYZ:
-67.42%
IJH:
-21.55%
Returns By Period
In the year-to-date period, DXYZ achieves a -44.77% return, which is significantly lower than IJH's -14.90% return.
DXYZ
-44.77%
-11.13%
221.56%
-3.07%
N/A
N/A
IJH
-14.90%
-12.05%
-14.51%
-9.41%
16.41%
7.32%
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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 1.57%.
| 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 | 1.57% | 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 35.40% compared to iShares Core S&P Mid-Cap ETF (IJH) at 10.22%. 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.