DXYZ vs. IJH

Last updated Apr 2, 2026

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.

Performance

DXYZ vs. IJH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Destiny Tech100 Inc (DXYZ) and iShares Core S&P Mid-Cap ETF (IJH). The values are adjusted to include any dividend payments, if applicable.

DXYZ vs. IJH - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DXYZ Destiny Tech100 Inc	-4.60%	-47.96%	554.00%
IJH iShares Core S&P Mid-Cap ETF	3.42%	7.42%	5.72%

Returns By Period

In the year-to-date period, DXYZ achieves a -4.60% return, which is significantly lower than IJH's 3.42% return.

DXYZ

• 1D: 9.11%
• 1M: 3.91%
• YTD: -4.60%
• 6M: 4.10%
• 1Y: -21.89%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IJH

• 1D: 0.84%
• 1M: -5.33%
• YTD: 3.42%
• 6M: 4.74%
• 1Y: 17.69%
• 3Y*: 12.37%
• 5Y*: 6.75%
• 10Y*: 10.57%

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

Return for Risk

DXYZ vs. IJH — Risk / Return Rank

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

DXYZ

DXYZ Risk / Return Rank: 31
DXYZ Sharpe Ratio Rank: 29
DXYZ Sortino Ratio Rank: 33
DXYZ Omega Ratio Rank: 32
DXYZ Calmar Ratio Rank: 31
DXYZ Martin Ratio Rank: 33

IJH

IJH Risk / Return Rank: 47
IJH Sharpe Ratio Rank: 44
IJH Sortino Ratio Rank: 46
IJH Omega Ratio Rank: 45
IJH Calmar Ratio Rank: 48
IJH Martin Ratio Rank: 55

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. IJH - Risk-Adjusted Trends 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.

	DXYZ	IJH	Difference
Sharpe ratio Return per unit of total volatility	-0.26	0.84	-1.11
Sortino ratio Return per unit of downside risk	0.17	1.32	-1.15
Omega ratio Gain probability vs. loss probability	1.02	1.18	-0.16
Calmar ratio Return relative to maximum drawdown	-0.31	1.29	-1.60
Martin ratio Return relative to average drawdown	-0.48	5.56	-6.04
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. IJH - Sharpe Ratio Comparison

The current DXYZ Sharpe Ratio is -0.26, which is lower than the IJH Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of DXYZ and IJH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DXYZ	IJH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.26	0.84	-1.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.34	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.50	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.44	+0.04

Correlation

The correlation between DXYZ and IJH is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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 1.30%.

	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%
IJH iShares Core S&P Mid-Cap ETF	1.30%	1.36%	1.33%	1.46%	1.68%	1.18%	1.28%	1.63%	1.72%	1.19%	1.60%	1.56%

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.

Drawdown Indicators

	DXYZ	IJH	Difference
Max Drawdown Largest peak-to-trough decline	-90.35%	-55.07%	-35.28%
Max Drawdown (1Y) Largest decline over 1 year	-56.51%	-14.16%	-42.35%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.10%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.18%	—
Current Drawdown Current decline from peak	-70.72%	-5.34%	-65.38%
Average Drawdown Average peak-to-trough decline	-69.36%	-7.61%	-61.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	36.64%	3.29%	+33.35%

Volatility

DXYZ vs. IJH - Volatility Comparison

Destiny Tech100 Inc (DXYZ) has a higher volatility of 22.71% compared to iShares Core S&P Mid-Cap ETF (IJH) at 6.40%. 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.

Volatility by Period

	DXYZ	IJH	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.71%	6.40%	+16.31%
Volatility (6M) Calculated over the trailing 6-month period	61.54%	11.93%	+49.61%
Volatility (1Y) Calculated over the trailing 1-year period	83.66%	21.08%	+62.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	165.81%	19.74%	+146.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	165.81%	21.16%	+144.65%