DXYZ vs. LVHI
DXYZ (Destiny Tech100 Inc) is a stock, while LVHI (Franklin International Low Volatility High Dividend Index ETF) is Volatility Hedged Equity fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR. Over the past year, DXYZ returned -36.77% vs 31.42% for LVHI. At a 0.18 correlation, their price movements are largely independent.
Performance
DXYZ vs. LVHI - Performance Comparison
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Returns By Period
In the year-to-date period, DXYZ achieves a -16.39% return, which is significantly lower than LVHI's 12.17% return.
DXYZ
- 1D
- -3.32%
- 1M
- -61.57%
- YTD
- -16.39%
- 6M
- -17.07%
- 1Y
- -36.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LVHI
- 1D
- -0.22%
- 1M
- -0.87%
- YTD
- 12.17%
- 6M
- 12.44%
- 1Y
- 31.42%
- 3Y*
- 21.59%
- 5Y*
- 15.75%
- 10Y*
- —
DXYZ vs. LVHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | -16.39% | -47.96% | 613.45% |
LVHI Franklin International Low Volatility High Dividend Index ETF | 12.17% | 27.12% | 7.55% |
Correlation
The correlation between DXYZ and LVHI is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.18 |
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Return for Risk
DXYZ vs. LVHI — Risk / Return Rank
DXYZ
LVHI
DXYZ vs. LVHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and Franklin International Low Volatility High Dividend Index ETF (LVHI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DXYZ | LVHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.65 | ||
| Sortino ratioReturn per unit of downside risk | -4.44 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.62 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 5.20 | -5.77 |
| Martin ratioReturn relative to average drawdown | -1.16 | 21.44 | -22.60 |
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Drawdowns
DXYZ vs. LVHI - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for DXYZ and LVHI.
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Drawdown Indicators
| DXYZ | LVHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.35% | -32.31% | -58.04% |
Max Drawdown (1Y)Largest decline over 1 year | -64.05% | -6.08% | -57.97% |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.99% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.99% | — |
Current DrawdownCurrent decline from peak | -74.34% | -1.41% | -72.93% |
Average DrawdownAverage peak-to-trough decline | -68.42% | -3.50% | -64.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.81% | 1.47% | +30.34% |
Volatility
DXYZ vs. LVHI - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 37.60% compared to Franklin International Low Volatility High Dividend Index ETF (LVHI) at 2.60%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXYZ | LVHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 37.60% | 2.60% | +35.00% |
Volatility (6M)Calculated over the trailing 6-month period | 82.90% | 7.68% | +75.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.36% | 9.62% | +91.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 164.51% | 11.07% | +153.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 164.51% | 13.74% | +150.77% |
Dividends
DXYZ vs. LVHI - Dividend Comparison
DXYZ has not paid dividends to shareholders, while LVHI's dividend yield for the trailing twelve months is around 4.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LVHI Franklin International Low Volatility High Dividend Index ETF | 4.75% | 4.92% | 3.98% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.67% | 3.38% | 2.02% |
Frequently Asked Questions
DXYZ and LVHI have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (37.60%) compared to LVHI (2.60%). In terms of maximum drawdown, DXYZ dropped -90.35% vs LVHI's -32.31%.
LVHI currently has the higher Sharpe Ratio (3.28 vs -0.36), 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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