IDGT vs. TLT
IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) and TLT (iShares 20+ Year Treasury Bond 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 TLT is a Government Bonds fund tracking the ICE U.S. Treasury 20+ Year Bond Index. Both are passively managed. Over the past 10 years, IDGT returned 12.50%/yr vs -2.33%/yr for TLT. Their -0.21 correlation means they have often moved in opposite directions in the past. IDGT charges 0.39%/yr vs 0.15%/yr for TLT.
Performance
IDGT vs. TLT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IDGT achieves a 35.87% return, which is significantly higher than TLT's -3.18% return. Over the past 10 years, IDGT has outperformed TLT with an annualized return of 12.50%, while TLT has yielded a comparatively lower -2.33% annualized 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%
TLT
- 1D
- 0.33%
- 1M
- -3.49%
- 6M
- -2.86%
- YTD
- -3.18%
- 1Y
- -2.12%
- 3Y*
- -1.15%
- 5Y*
- -8.33%
- 10Y*
- -2.33%
- ALL TIME*
- 3.48%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.41M | $4.29M | $8.06M | |
| $2.39B | $2.06B | $2.20B |
IDGT vs. TLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 35.87% | 6.79% | 26.71% | -6.09% | -17.90% | 42.14% | 8.78% | 17.39% | -1.97% | 11.81% |
TLT iShares 20+ Year Treasury Bond ETF | -3.18% | 4.25% | -8.05% | 2.77% | -31.23% | -4.60% | 18.15% | 14.12% | -1.61% | 9.18% |
Correlation
The correlation between IDGT and TLT is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.05 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2002 | -0.21 |
The correlation between IDGT and TLT shifts across timeframes, from -0.21 (all time) to 0.22 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IDGT vs. TLT — Risk / Return Rank
IDGT
TLT
IDGT vs. TLT - 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 iShares 20+ Year Treasury Bond ETF (TLT). 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 | TLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.05 | ||
| Sortino ratioReturn per unit of downside risk | +2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.97 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.40 | -0.28 | +2.67 |
| Martin ratioReturn relative to average drawdown | 7.83 | -0.59 | +8.42 |
Loading charts...
Drawdowns
IDGT vs. TLT - Drawdown Comparison
The maximum IDGT drawdown since its inception was -77.95%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for IDGT and TLT.
Loading charts...
Drawdown Indicators
| IDGT | TLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.95% | -48.35% | -29.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.93% | -7.74% | -9.19% |
Max Drawdown (3Y)Largest decline over 3 years | -22.76% | -14.79% | -7.97% |
Max Drawdown (5Y)Largest decline over 5 years | -35.83% | -43.70% | +7.87% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -48.35% | +11.47% |
Current DrawdownCurrent decline from peak | -13.10% | -42.17% | +29.07% |
Average DrawdownAverage peak-to-trough decline | -19.85% | -14.00% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.60% | +1.57% |
Volatility
IDGT vs. TLT - Volatility Comparison
iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 6.90% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.51%. This indicates that IDGT's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IDGT | TLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 2.51% | +4.39% |
Volatility (6M)Calculated over the trailing 6-month period | 18.77% | 6.84% | +11.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 9.24% | +13.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 15.74% | +7.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.35% | 14.83% | +8.52% |
IDGT vs. TLT - Expense Ratio Comparison
IDGT has a 0.39% expense ratio, which is higher than TLT's 0.15% expense ratio.
Dividends
IDGT vs. TLT - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 0.79%, less than TLT's 4.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TLT iShares 20+ Year Treasury Bond ETF | 4.75% | 4.43% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% |
Frequently Asked Questions
IDGT and TLT 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.
IDGT has higher volatility (6.90%) compared to TLT (2.51%). In terms of maximum drawdown, IDGT dropped -77.95% vs TLT's -48.35%.
On 10-year performance, IDGT leads with 12.50% vs -2.33% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, TLT has been the lower-risk option at 2.51%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IDGT has performed better with a 12.50% return vs -2.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
TLT is cheaper with a 0.15% expense ratio, compared with 0.39% for IDGT.
TLT has the higher dividend yield at 4.75%, compared with 0.79% for IDGT.
IDGT is categorized as Technology Equities, while TLT is Government Bonds. IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index, while TLT tracks ICE U.S. Treasury 20+ Year Bond Index. Their fees differ too: 0.39% for IDGT and 0.15% for TLT.
IDGT currently has the higher Sharpe Ratio (1.81 vs -0.23), 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.
Find the right allocation for IDGT and TLT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer