IDGT vs. BXSL
Compare and contrast key facts about iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Blackstone Secured Lending Fund (BXSL).
IDGT is a passively managed fund by iShares that tracks the performance of the S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross. It was launched on Jul 10, 2001.
Performance
IDGT vs. BXSL - Performance Comparison
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IDGT vs. BXSL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 17.03% | 6.79% | 26.71% | -6.09% | -17.90% | 18.90% |
BXSL Blackstone Secured Lending Fund | -8.43% | -9.36% | 29.02% | 37.82% | -26.03% | 24.96% |
Returns By Period
In the year-to-date period, IDGT achieves a 17.03% return, which is significantly higher than BXSL's -8.43% return.
IDGT
- 1D
- 1.53%
- 1M
- 1.01%
- YTD
- 17.03%
- 6M
- 14.68%
- 1Y
- 34.93%
- 3Y*
- 12.85%
- 5Y*
- 8.66%
- 10Y*
- 11.32%
BXSL
- 1D
- -1.52%
- 1M
- -0.33%
- YTD
- -8.43%
- 6M
- -4.57%
- 1Y
- -20.01%
- 3Y*
- 8.79%
- 5Y*
- —
- 10Y*
- —
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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.
| IDGT | BXSL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | -0.85 | +2.48 |
Sortino ratioReturn per unit of downside risk | 2.20 | -1.12 | +3.32 |
Omega ratioGain probability vs. loss probability | 1.30 | 0.86 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | -0.81 | +3.76 |
Martin ratioReturn relative to average drawdown | 11.26 | -1.39 | +12.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDGT | BXSL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | -0.85 | +2.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.31 | -0.16 |
Correlation
The correlation between IDGT and BXSL is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IDGT vs. BXSL - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 0.95%, less than BXSL's 13.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 0.95% | 1.17% | 1.64% | 0.37% | 0.30% | 0.28% | 0.60% | 0.42% | 0.65% | 0.57% | 0.75% | 0.72% |
BXSL Blackstone Secured Lending Fund | 13.20% | 11.70% | 9.53% | 10.64% | 13.02% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 | -12.23% | -23.47% | +11.24% |
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 | -1.06% | -22.27% | +21.21% |
Average DrawdownAverage peak-to-trough decline | -20.04% | -13.88% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 13.69% | -10.49% |
Volatility
IDGT vs. BXSL - Volatility Comparison
iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 8.17% compared to Blackstone Secured Lending Fund (BXSL) at 7.57%. 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 | 8.17% | 7.57% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 15.15% | 15.59% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 23.65% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.03% | 23.77% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.14% | 23.77% | -0.63% |