IDGT vs. WGMI
Compare and contrast key facts about iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and Valkyrie Bitcoin Miners ETF (WGMI).
IDGT and WGMI 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. WGMI is an actively managed fund by Valkyrie. It was launched on Feb 7, 2022.
Performance
IDGT vs. WGMI - Performance Comparison
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IDGT vs. WGMI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 17.03% | 6.79% | 26.71% | -6.09% | -4.77% |
WGMI Valkyrie Bitcoin Miners ETF | -8.91% | 72.47% | 23.54% | 304.08% | -83.48% |
Returns By Period
In the year-to-date period, IDGT achieves a 17.03% return, which is significantly higher than WGMI's -8.91% 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%
WGMI
- 1D
- 0.11%
- 1M
- -13.78%
- YTD
- -8.91%
- 6M
- -22.65%
- 1Y
- 155.01%
- 3Y*
- 55.57%
- 5Y*
- —
- 10Y*
- —
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IDGT vs. WGMI - Expense Ratio Comparison
IDGT has a 0.41% expense ratio, which is lower than WGMI's 0.75% expense ratio.
Return for Risk
IDGT vs. WGMI — Risk / Return Rank
IDGT
WGMI
IDGT vs. WGMI - 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 Valkyrie Bitcoin Miners ETF (WGMI). 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 | WGMI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 2.00 | -0.38 |
Sortino ratioReturn per unit of downside risk | 2.20 | 2.48 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.40 | -0.45 |
Martin ratioReturn relative to average drawdown | 11.26 | 7.40 | +3.86 |
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 | WGMI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 2.00 | -0.38 |
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 | 0.08 | +0.07 |
Correlation
The correlation between IDGT and WGMI is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IDGT vs. WGMI - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 0.95%, while WGMI has not paid dividends to shareholders.
| 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% |
WGMI Valkyrie Bitcoin Miners ETF | 0.00% | 0.00% | 0.22% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IDGT vs. WGMI - Drawdown Comparison
The maximum IDGT drawdown since its inception was -77.95%, smaller than the maximum WGMI drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for IDGT and WGMI.
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Drawdown Indicators
| IDGT | WGMI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.95% | -85.76% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -50.94% | +38.71% |
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% | -47.10% | +46.04% |
Average DrawdownAverage peak-to-trough decline | -20.04% | -43.87% | +23.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 23.36% | -20.16% |
Volatility
IDGT vs. WGMI - Volatility Comparison
The current volatility for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) is 8.17%, while Valkyrie Bitcoin Miners ETF (WGMI) has a volatility of 23.09%. This indicates that IDGT experiences smaller price fluctuations and is considered to be less risky than WGMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDGT | WGMI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.17% | 23.09% | -14.92% |
Volatility (6M)Calculated over the trailing 6-month period | 15.15% | 60.97% | -45.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 78.21% | -56.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.03% | 82.07% | -59.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.14% | 82.07% | -58.93% |