IDGT vs. VT

Last updated Jun 23, 2026

IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) and VT (Vanguard Total World Stock ETF) are both exchange-traded funds - IDGT is a Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Both are passively managed. Over the past 10 years, IDGT returned 14.61%/yr vs 13.20%/yr for VT. A 0.75 correlation means they provide meaningful diversification when combined. IDGT charges 0.41%/yr vs 0.06%/yr for VT.

Performance

IDGT vs. VT - 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 Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IDGT achieves a 48.60% return, which is significantly higher than VT's 12.36% return. Over the past 10 years, IDGT has outperformed VT with an annualized return of 14.61%, while VT has yielded a comparatively lower 13.20% annualized return.

IDGT

• 1D: 1.64%
• 1M: 1.10%
• YTD: 48.60%
• 6M: 47.03%
• 1Y: 58.23%
• 3Y*: 24.83%
• 5Y*: 12.59%
• 10Y*: 14.61%

VT

• 1D: -0.06%
• 1M: 1.64%
• YTD: 12.36%
• 6M: 12.14%
• 1Y: 29.57%
• 3Y*: 20.75%
• 5Y*: 11.13%
• 10Y*: 13.20%

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

IDGT vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	48.60%	6.79%	26.71%	-6.09%	-17.90%	42.14%	8.78%	17.39%	-1.97%	11.81%
VT Vanguard Total World Stock ETF	12.36%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	26.81%	-9.76%	24.50%

Correlation

The correlation between IDGT and VT is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.72
Correlation (5Y) Calculated over the trailing 5-year period	0.76
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since Jun 26, 2008	0.75

The correlation between IDGT and VT has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.

IDGT vs. VT - Sectors Allocation Comparison

Sectors	IDGT	VT
Technology	56.9%	31.1%
Real Estate	35.5%	2.3%
Communication Services	6.7%	8.0%
Basic Materials	-	4.1%
Consumer Cyclical	-	9.3%
Consumer Defensive	-	4.5%
Energy	-	3.8%
Financial Services	-	15.2%
Healthcare	-	7.9%
Industrials	-	11.4%
Utilities	-	2.4%

Return for Risk

IDGT vs. VT — Risk / Return Rank

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

IDGT

IDGT Risk / Return Rank: 86
IDGT Sharpe Ratio Rank: 87
IDGT Sortino Ratio Rank: 81
IDGT Omega Ratio Rank: 81
IDGT Calmar Ratio Rank: 94
IDGT Martin Ratio Rank: 89

VT

VT Risk / Return Rank: 70
VT Sharpe Ratio Rank: 71
VT Sortino Ratio Rank: 70
VT Omega Ratio Rank: 71
VT Calmar Ratio Rank: 64
VT Martin Ratio Rank: 73

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. VT - 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 Vanguard Total World Stock ETF (VT). 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	VT	Difference
Sharpe ratio: Return per unit of total volatility	2.75	2.21	+0.53
Sortino ratio: Return per unit of downside risk	3.45	3.03	+0.42
Omega ratio: Gain probability vs. loss probability	1.46	1.40	+0.06
Calmar ratio: Return relative to maximum drawdown	6.49	3.07	+3.42
Martin ratio: Return relative to average drawdown	18.73	13.35	+5.38

IDGT vs. VT - Sharpe Ratio Comparison

The current IDGT Sharpe Ratio is 2.75, which is comparable to the VT Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of IDGT and VT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IDGT vs. VT - Drawdown Comparison

The maximum IDGT drawdown since its inception was -77.95%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for IDGT and VT.

Drawdown Indicators

	IDGT	VT	Difference
Max Drawdown Largest peak-to-trough decline	-77.95%	-50.27%	-27.68%
Max Drawdown (1Y) Largest decline over 1 year	-9.02%	-9.67%	+0.65%
Max Drawdown (3Y) Largest decline over 3 years	-23.74%	-16.51%	-7.23%
Max Drawdown (5Y) Largest decline over 5 years	-35.83%	-26.38%	-9.45%
Max Drawdown (10Y) Largest decline over 10 years	-36.88%	-34.24%	-2.64%
Current Drawdown Current decline from peak	-4.96%	-0.77%	-4.19%
Average Drawdown Average peak-to-trough decline	-19.88%	-7.00%	-12.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.12%	2.22%	+0.90%

Volatility

IDGT vs. VT - Volatility Comparison

iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 9.03% compared to Vanguard Total World Stock ETF (VT) at 5.23%. This indicates that IDGT's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IDGT	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.03%	5.23%	+3.80%
Volatility (6M) Calculated over the trailing 6-month period	17.48%	11.12%	+6.36%
Volatility (1Y) Calculated over the trailing 1-year period	21.36%	13.44%	+7.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.34%	16.16%	+7.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.38%	17.27%	+6.11%

IDGT vs. VT - Expense Ratio Comparison

IDGT has a 0.41% expense ratio, which is higher than VT's 0.06% expense ratio.

Dividends

IDGT vs. VT - Dividend Comparison

IDGT's dividend yield for the trailing twelve months is around 0.72%, less than VT's 1.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	0.72%	1.17%	1.64%	0.37%	0.30%	0.28%	0.60%	0.42%	0.65%	0.57%	0.75%	0.72%
VT Vanguard Total World Stock ETF	1.58%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both IDGT and VT in my portfolio?

IDGT and VT have a correlation of 0.68, 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 VT?

IDGT has higher volatility (9.03%) compared to VT (5.23%). In terms of maximum drawdown, IDGT dropped -77.95% vs VT's -50.27%.

Which ETF is better, IDGT or VT?

On 10-year performance, IDGT leads with 14.61% vs 13.20% for VT. On fees, VT is cheaper at 0.06% per year. On volatility, VT has been the lower-risk option at 5.23%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IDGT or VT?

Over the 10-year period, IDGT has performed better with a 14.61% return vs 13.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IDGT or VT?

VT is cheaper with a 0.06% expense ratio, compared with 0.41% for IDGT.

Which ETF pays a higher dividend yield, IDGT or VT?

VT has the higher dividend yield at 1.58%, compared with 0.72% for IDGT.

What is the main difference between IDGT and VT?

IDGT is categorized as Technology Equities, while VT is Global Equities. IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross, while VT tracks FTSE Global All Cap Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.41% for IDGT and 0.06% for VT.

Which has better risk-adjusted returns?

IDGT currently has the higher Sharpe Ratio (2.75 vs 2.21), 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.