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 -21.19% vs 33.07% 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 -11.36% return, which is significantly lower than LVHI's 15.46% return.
DXYZ
- 1D
- 2.34%
- 1M
- -4.50%
- 6M
- -11.53%
- YTD
- -11.36%
- 1Y
- -21.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LVHI
- 1D
- 0.02%
- 1M
- 2.08%
- 6M
- 12.11%
- YTD
- 15.46%
- 1Y
- 33.07%
- 3Y*
- 22.24%
- 5Y*
- 16.21%
- 10Y*
- —
DXYZ vs. LVHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc. | -11.36% | -47.96% | 613.45% |
LVHI Franklin International Low Volatility High Dividend Index ETF | 15.46% | 27.12% | 7.55% |
Correlation
The correlation between DXYZ and LVHI is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
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 | -3.69 | ||
| Sortino ratioReturn per unit of downside risk | -4.40 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.67 | -0.62 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 5.47 | -5.79 |
| Martin ratioReturn relative to average drawdown | -0.72 | 22.52 | -23.24 |
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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 | -65.55% | -6.08% | -59.47% |
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 | -72.79% | 0.00% | -72.79% |
Average DrawdownAverage peak-to-trough decline | -68.56% | -3.48% | -65.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.01% | 1.47% | +28.54% |
Volatility
DXYZ vs. LVHI - Volatility Comparison
Destiny Tech100 Inc. (DXYZ) has a higher volatility of 16.28% compared to Franklin International Low Volatility High Dividend Index ETF (LVHI) at 2.10%. 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 | 16.28% | 2.10% | +14.18% |
Volatility (6M)Calculated over the trailing 6-month period | 83.08% | 7.72% | +75.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.55% | 9.55% | +92.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 162.65% | 11.07% | +151.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 162.65% | 13.71% | +148.94% |
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 4.62%.
| 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 | 4.62% | 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 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (16.28%) compared to LVHI (2.10%). In terms of maximum drawdown, DXYZ dropped -90.35% vs LVHI's -32.31%.
LVHI currently has the higher Sharpe Ratio (3.48 vs -0.21), 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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