IDGT vs. VOO
Compare and contrast key facts about iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Vanguard S&P 500 ETF (VOO).
IDGT and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IDGT and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDGT or VOO.
Performance
IDGT vs. VOO - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with IDGT having a 26.49% return and VOO slightly higher at 26.58%. Over the past 10 years, IDGT has underperformed VOO with an annualized return of 9.00%, while VOO has yielded a comparatively higher 13.22% annualized return.
IDGT
26.49%
0.86%
17.92%
39.02%
9.07%
9.00%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| IDGT | VOO | |
|---|---|---|
| Sharpe Ratio | 2.17 | 2.69 |
| Sortino Ratio | 2.96 | 3.59 |
| Omega Ratio | 1.38 | 1.50 |
| Calmar Ratio | 1.27 | 3.88 |
| Martin Ratio | 7.53 | 17.58 |
| Ulcer Index | 5.18% | 1.86% |
| Daily Std Dev | 17.97% | 12.19% |
| Max Drawdown | -77.95% | -33.99% |
| Current Drawdown | -3.47% | -0.53% |
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IDGT vs. VOO - Expense Ratio Comparison
IDGT has a 0.41% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between IDGT and VOO is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
IDGT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
IDGT vs. VOO - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 1.34%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 1.34% | 0.37% | 0.30% | 0.22% | 0.60% | 0.42% | 0.65% | 0.57% | 0.76% | 0.72% | 0.50% | 0.38% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IDGT vs. VOO - Drawdown Comparison
The maximum IDGT drawdown since its inception was -77.95%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IDGT and VOO. For additional features, visit the drawdowns tool.
Volatility
IDGT vs. VOO - Volatility Comparison
iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 5.54% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that IDGT's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.