IDGT vs. AIPO

Last updated Aug 4, 2026

IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) and AIPO (Defiance AI & Power Infrastructure ETF) are both exchange-traded funds - IDGT is a Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index, while AIPO is a Artificial Intelligence fund tracking the MarketVector™ US Listed AI and Power Infrastructure Index. Both are passively managed. Over the past year, IDGT returned 40.38% vs 46.89% for AIPO. Their 0.70 correlation means they have sometimes moved together and sometimes differently. IDGT charges 0.39%/yr vs 0.69%/yr for AIPO.

Performance

IDGT vs. AIPO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Defiance AI & Power Infrastructure ETF (AIPO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IDGT achieves a 35.87% return, which is significantly higher than AIPO's 33.86% return.

IDGT

• 1D: 1.84%
• 1M: 0.79%
• 6M: 32.35%
• YTD: 35.87%
• 1Y: 40.38%
• 3Y*: 22.17%
• 5Y*: 10.52%
• 10Y*: 12.50%
• ALL TIME*: 4.93%

AIPO

• 1D: 3.42%
• 1M: -4.58%
• 6M: 20.17%
• YTD: 33.86%
• 1Y: 46.89%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 45.22%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIPO Defiance AI & Power Infrastructure ETF	$42.27M	$38.04M	$47.00M
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	$4.41M	$4.29M	$8.06M

IDGT vs. AIPO - Yearly Performance Comparison

	2026 (YTD)	2025
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	35.87%	-0.21%
AIPO Defiance AI & Power Infrastructure ETF	33.86%	9.46%

Correlation

The correlation between IDGT and AIPO is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.70
Correlation (All Time) Calculated using the full available price history since Jul 25, 2025	0.70

The correlation between IDGT and AIPO has been stable across timeframes, ranging from 0.70 to 0.70 - a consistent structural relationship.

IDGT vs. AIPO - Sectors Allocation Comparison

Sectors	IDGT	AIPO
Technology	58.1%	15.7%
Real Estate	41.9%	0.9%
Communication Services	6.7%	0.5%
Basic Materials	-	-
Consumer Cyclical	-	0.7%
Consumer Defensive	-	-
Energy	-	6.8%
Financial Services	-	2.9%
Healthcare	-	-
Industrials	-	58.0%
Utilities	-	15.3%

Return for Risk

IDGT vs. AIPO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IDGT

IDGT Risk / Return Rank: 71
IDGT Sharpe Ratio Rank: 78
IDGT Sortino Ratio Rank: 73
IDGT Omega Ratio Rank: 72
IDGT Calmar Ratio Rank: 67
IDGT Martin Ratio Rank: 63

AIPO

AIPO Risk / Return Rank: 50
AIPO Sharpe Ratio Rank: 50
AIPO Sortino Ratio Rank: 47
AIPO Omega Ratio Rank: 47
AIPO Calmar Ratio Rank: 53
AIPO Martin Ratio Rank: 54

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IDGT vs. AIPO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Defiance AI & Power Infrastructure ETF (AIPO). 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.

	IDGT	AIPO	Difference
Sharpe ratio: Return per unit of total volatility	1.81	1.26	+0.56
Sortino ratio: Return per unit of downside risk	2.43	1.74	+0.69
Omega ratio: Gain probability vs. loss probability	1.31	1.22	+0.09
Calmar ratio: Return relative to maximum drawdown	2.40	1.93	+0.46
Martin ratio: Return relative to average drawdown	7.83	6.41	+1.42

IDGT vs. AIPO - Sharpe Ratio Comparison

The current IDGT Sharpe Ratio is 1.81, which is higher than the AIPO Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of IDGT and AIPO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IDGT vs. AIPO - Drawdown Comparison

The maximum IDGT drawdown since its inception was -77.95%, which is greater than AIPO's maximum drawdown of -24.36%. Use the drawdown chart below to compare losses from any high point for IDGT and AIPO.

Drawdown Indicators

	IDGT	AIPO	Difference
Max Drawdown Largest peak-to-trough decline	-77.95%	-24.36%	-53.59%
Max Drawdown (1Y) Largest decline over 1 year	-16.93%	-24.36%	+7.43%
Max Drawdown (3Y) Largest decline over 3 years	-22.76%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-35.83%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-36.88%	—	—
Current Drawdown Current decline from peak	-13.10%	-14.84%	+1.74%
Average Drawdown Average peak-to-trough decline	-19.85%	-5.31%	-14.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.17%	7.33%	-2.16%

Volatility

IDGT vs. AIPO - Volatility Comparison

The current volatility for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) is 6.90%, while Defiance AI & Power Infrastructure ETF (AIPO) has a volatility of 14.74%. This indicates that IDGT experiences smaller price fluctuations and is considered to be less risky than AIPO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IDGT	AIPO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.90%	14.74%	-7.84%
Volatility (6M) Calculated over the trailing 6-month period	18.77%	29.87%	-11.10%
Volatility (1Y) Calculated over the trailing 1-year period	22.41%	37.61%	-15.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.49%	37.27%	-13.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.35%	37.27%	-13.92%

IDGT vs. AIPO - Expense Ratio Comparison

IDGT has a 0.39% expense ratio, which is lower than AIPO's 0.69% expense ratio.

Dividends

IDGT vs. AIPO - Dividend Comparison

IDGT's dividend yield for the trailing twelve months is around 0.79%, more than AIPO's 0.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIPO Defiance AI & Power Infrastructure ETF	0.01%	0.01%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	0.79%	1.17%	1.64%	0.37%	0.30%	0.28%	0.60%	0.42%	0.65%	0.57%	0.75%	0.72%

Frequently Asked Questions

Can I hold both IDGT and AIPO in my portfolio?

IDGT and AIPO have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IDGT or AIPO?

AIPO has higher volatility (14.74%) compared to IDGT (6.90%). In terms of maximum drawdown, IDGT dropped -77.95% vs AIPO's -24.36%.

Which ETF is better, IDGT or AIPO?

On 1-year performance, AIPO leads with 46.89% vs 40.38% for IDGT. On fees, IDGT is cheaper at 0.39% per year. On volatility, IDGT has been the lower-risk option at 6.90%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IDGT or AIPO?

Over the 1-year period, AIPO has performed better with a 46.89% return vs 40.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IDGT or AIPO?

IDGT is cheaper with a 0.39% expense ratio, compared with 0.69% for AIPO.

Which ETF pays a higher dividend yield, IDGT or AIPO?

IDGT has the higher dividend yield at 0.79%, compared with 0.01% for AIPO.

What is the main difference between IDGT and AIPO?

IDGT is categorized as Technology Equities, while AIPO is Artificial Intelligence. IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index, while AIPO tracks MarketVector™ US Listed AI and Power Infrastructure Index. They also come from different issuers: iShares and Defiance. Their fees differ too: 0.39% for IDGT and 0.69% for AIPO.

Which has better risk-adjusted returns?

IDGT currently has the higher Sharpe Ratio (1.81 vs 1.26), 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.