IDGT vs. BXSL

Last updated Jun 4, 2026

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 25.08%/yr vs 7.21%/yr for BXSL. At a 0.24 correlation, their price movements are largely independent.

Performance

IDGT vs. BXSL - 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 Blackstone Secured Lending Fund (BXSL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IDGT achieves a 53.90% return, which is significantly higher than BXSL's -8.70% return.

IDGT

• 1D: -1.58%
• 1M: 8.43%
• YTD: 53.90%
• 6M: 49.82%
• 1Y: 63.37%
• 3Y*: 25.08%
• 5Y*: 13.30%
• 10Y*: 14.38%

BXSL

• 1D: -2.06%
• 1M: -5.91%
• YTD: -8.70%
• 6M: -11.93%
• 1Y: -17.34%
• 3Y*: 7.21%
• 5Y*: —
• 10Y*: —

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

IDGT vs. BXSL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	53.90%	6.79%	26.71%	-6.09%	-17.90%	18.90%
BXSL Blackstone Secured Lending Fund	-8.70%	-9.36%	29.02%	37.82%	-26.03%	24.96%

Correlation

The correlation between IDGT and BXSL is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (All Time) Calculated using the full available price history since Oct 29, 2021	0.24

Return for Risk

IDGT vs. BXSL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDGT

IDGT Risk / Return Rank: 89
IDGT Sharpe Ratio Rank: 89
IDGT Sortino Ratio Rank: 86
IDGT Omega Ratio Rank: 84
IDGT Calmar Ratio Rank: 94
IDGT Martin Ratio Rank: 91

BXSL

BXSL Risk / Return Rank: 11
BXSL Sharpe Ratio Rank: 7
BXSL Sortino Ratio Rank: 8
BXSL Omega Ratio Rank: 11
BXSL Calmar Ratio Rank: 13
BXSL Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	IDGT	BXSL	Difference
Sharpe ratio Return per unit of total volatility	3.13	-0.87	+4.00
Sortino ratio Return per unit of downside risk	3.96	-1.22	+5.18
Omega ratio Gain probability vs. loss probability	1.52	0.87	+0.65
Calmar ratio Return relative to maximum drawdown	7.54	-0.74	+8.28
Martin ratio Return relative to average drawdown	22.58	-1.13	+23.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IDGT vs. BXSL - Sharpe Ratio Comparison

The current IDGT Sharpe Ratio is 3.13, which is higher than the BXSL Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of IDGT and BXSL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IDGT	BXSL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.13	-0.87	+4.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.62	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.18	0.29	-0.11

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.

Drawdown Indicators

	IDGT	BXSL	Difference
Max Drawdown Largest peak-to-trough decline	-77.95%	-36.80%	-41.15%
Max Drawdown (1Y) Largest decline over 1 year	-8.45%	-23.47%	+15.02%
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 Drawdown Current decline from peak	-1.58%	-22.50%	+20.92%
Average Drawdown Average peak-to-trough decline	-19.91%	-14.12%	-5.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.81%	15.37%	-12.56%

Volatility

IDGT vs. BXSL - Volatility Comparison

iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 7.87% compared to Blackstone Secured Lending Fund (BXSL) at 5.04%. 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.

Volatility by Period

	IDGT	BXSL	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.87%	5.04%	+2.83%
Volatility (6M) Calculated over the trailing 6-month period	16.35%	16.24%	+0.11%
Volatility (1Y) Calculated over the trailing 1-year period	20.41%	19.90%	+0.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.20%	23.73%	-0.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.29%	23.73%	-0.44%

Dividends

IDGT vs. BXSL - Dividend Comparison

IDGT's dividend yield for the trailing twelve months is around 0.72%, less than BXSL's 13.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BXSL Blackstone Secured Lending Fund	13.24%	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	0.72%	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 BXSL in my portfolio?

IDGT and BXSL have a correlation of 0.22, 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 BXSL?

IDGT has higher volatility (7.87%) compared to BXSL (5.04%). In terms of maximum drawdown, IDGT dropped -77.95% vs BXSL's -36.80%.

Which has better risk-adjusted returns?

IDGT currently has the higher Sharpe Ratio (3.13 vs -0.87), 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.