IDGT vs. BXSL
IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) is Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross, while BXSL (Blackstone Secured Lending Fund) is a stock. Over the past 3 years, IDGT returned 24.06%/yr vs 6.33%/yr for BXSL. At a 0.23 correlation, their price movements are largely independent.
Performance
IDGT vs. BXSL - Performance Comparison
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Returns By Period
In the year-to-date period, IDGT achieves a 45.86% return, which is significantly higher than BXSL's -7.25% return.
IDGT
- 1D
- -1.84%
- 1M
- -0.76%
- YTD
- 45.86%
- 6M
- 44.45%
- 1Y
- 53.87%
- 3Y*
- 24.06%
- 5Y*
- 11.98%
- 10Y*
- 14.39%
BXSL
- 1D
- 1.77%
- 1M
- 1.29%
- YTD
- -7.25%
- 6M
- -6.64%
- 1Y
- -14.26%
- 3Y*
- 6.33%
- 5Y*
- —
- 10Y*
- —
IDGT vs. BXSL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 45.86% | 6.79% | 26.71% | -6.09% | -17.90% | 19.36% |
BXSL Blackstone Secured Lending Fund | -7.25% | -9.36% | 29.02% | 37.82% | -26.03% | 32.04% |
Correlation
The correlation between IDGT and BXSL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2021 | 0.23 |
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Return for Risk
IDGT vs. BXSL — Risk / Return Rank
IDGT
BXSL
IDGT vs. BXSL - 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 Blackstone Secured Lending Fund (BXSL). 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 | BXSL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.24 | ||
| Sortino ratioReturn per unit of downside risk | +4.17 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 0.90 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 6.00 | -0.61 | +6.61 |
| Martin ratioReturn relative to average drawdown | 17.17 | -0.89 | +18.06 |
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Drawdowns
IDGT vs. BXSL - Drawdown Comparison
The maximum IDGT drawdown since its inception was -77.95%, which is greater than BXSL's maximum drawdown of -36.80%. Use the drawdown chart below to compare losses from any high point for IDGT and BXSL.
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Drawdown Indicators
| IDGT | BXSL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.95% | -36.80% | -41.15% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -23.47% | +14.45% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -24.21% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -35.83% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | — | — |
Current DrawdownCurrent decline from peak | -6.71% | -21.27% | +14.56% |
Average DrawdownAverage peak-to-trough decline | -19.88% | -14.19% | -5.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 16.04% | -12.89% |
Volatility
IDGT vs. BXSL - Volatility Comparison
iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 9.03% compared to Blackstone Secured Lending Fund (BXSL) at 5.58%. This indicates that IDGT's price experiences larger fluctuations and is considered to be riskier than BXSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDGT | BXSL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.03% | 5.58% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 17.61% | 16.59% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.41% | 20.31% | +1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.35% | 23.82% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.32% | 23.82% | -0.50% |
Dividends
IDGT vs. BXSL - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 0.74%, less than BXSL's 13.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BXSL Blackstone Secured Lending Fund | 13.03% | 11.70% | 9.53% | 10.64% | 13.02% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 0.74% | 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
IDGT and BXSL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDGT has higher volatility (9.03%) compared to BXSL (5.58%). In terms of maximum drawdown, IDGT dropped -77.95% vs BXSL's -36.80%.
IDGT currently has the higher Sharpe Ratio (2.53 vs -0.71), 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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