DXYZ vs. IXG
DXYZ (Destiny Tech100 Inc) is a stock, while IXG (iShares Global Financials ETF) is Financials Equities fund tracking the S&P Global Financials Sector Index. Over the past year, DXYZ returned -18.83% vs 14.10% for IXG. At a 0.30 correlation, their price movements are largely independent.
Performance
DXYZ vs. IXG - Performance Comparison
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Returns By Period
In the year-to-date period, DXYZ achieves a 13.29% return, which is significantly higher than IXG's 1.61% return.
DXYZ
- 1D
- -11.55%
- 1M
- -36.45%
- YTD
- 13.29%
- 6M
- 24.60%
- 1Y
- -18.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IXG
- 1D
- 0.82%
- 1M
- 1.43%
- YTD
- 1.61%
- 6M
- 5.64%
- 1Y
- 14.10%
- 3Y*
- 23.01%
- 5Y*
- 11.89%
- 10Y*
- 12.31%
DXYZ vs. IXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | 13.29% | -47.96% | 613.45% |
IXG iShares Global Financials ETF | 1.61% | 28.54% | 15.85% |
Correlation
The correlation between DXYZ and IXG is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.30 |
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Return for Risk
DXYZ vs. IXG — Risk / Return Rank
DXYZ
IXG
DXYZ vs. IXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and iShares Global Financials ETF (IXG). 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 | IXG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.18 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.25 | -1.62 |
| Martin ratioReturn relative to average drawdown | -0.62 | 4.40 | -5.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DXYZ | IXG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | 1.02 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.24 | +0.32 |
Drawdowns
DXYZ vs. IXG - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, which is greater than IXG's maximum drawdown of -78.42%. Use the drawdown chart below to compare losses from any high point for DXYZ and IXG.
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Drawdown Indicators
| DXYZ | IXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.35% | -78.42% | -11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -51.29% | -11.33% | -39.96% |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.54% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.20% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.47% | — |
Current DrawdownCurrent decline from peak | -65.23% | -1.09% | -64.14% |
Average DrawdownAverage peak-to-trough decline | -68.38% | -19.74% | -48.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.66% | 3.21% | +29.45% |
Volatility
DXYZ vs. IXG - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 58.87% compared to iShares Global Financials ETF (IXG) at 3.77%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than IXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXYZ | IXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 58.87% | 3.77% | +55.10% |
Volatility (6M)Calculated over the trailing 6-month period | 81.47% | 11.12% | +70.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 98.45% | 13.82% | +84.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 164.90% | 17.36% | +147.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 164.90% | 20.12% | +144.78% |
Dividends
DXYZ vs. IXG - Dividend Comparison
DXYZ has not paid dividends to shareholders, while IXG's dividend yield for the trailing twelve months is around 2.01%.
| 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% |
IXG iShares Global Financials ETF | 2.01% | 2.04% | 2.64% | 2.62% | 3.71% | 1.69% | 2.13% | 2.87% | 3.14% | 2.12% | 2.21% | 2.79% |
Frequently Asked Questions
DXYZ and IXG have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (58.87%) compared to IXG (3.77%). In terms of maximum drawdown, DXYZ dropped -90.35% vs IXG's -78.42%.
IXG currently has the higher Sharpe Ratio (1.02 vs -0.19), 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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