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 0.32, 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.
Performance
DXYZ vs. IJH - Performance Comparison
Key characteristics
DXYZ:
245.99%
IJH:
15.96%
DXYZ:
-90.35%
IJH:
-55.06%
DXYZ:
-39.75%
IJH:
-7.74%
Returns By Period
DXYZ
N/A
58.84%
377.14%
N/A
N/A
N/A
IJH
14.01%
-3.24%
7.35%
14.25%
10.32%
9.59%
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Risk-Adjusted Performance
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.
Not enough dataDividends
DXYZ vs. IJH - Dividend Comparison
DXYZ has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
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 -55.06%. 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 38.60% compared to iShares Core S&P Mid-Cap ETF (IJH) at 5.32%. 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.