IGV vs. DRGTX
IGV (iShares Expanded Tech-Software Sector ETF) and DRGTX (Virtus Technology Fund) are both Technology Equities funds. Over the past 10 years, IGV returned 16.04%/yr vs 22.46%/yr for DRGTX. Their correlation of 0.86 means they have usually moved in the same direction. IGV charges 0.39%/yr vs 1.16%/yr for DRGTX.
Performance
IGV vs. DRGTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IGV achieves a -7.81% return, which is significantly lower than DRGTX's 20.14% return. Over the past 10 years, IGV has underperformed DRGTX with an annualized return of 16.04%, while DRGTX has yielded a comparatively higher 22.46% annualized return.
IGV
- 1D
- 3.00%
- 1M
- 4.11%
- 6M
- 8.85%
- YTD
- -7.81%
- 1Y
- -10.30%
- 3Y*
- 12.00%
- 5Y*
- 3.63%
- 10Y*
- 16.04%
- ALL TIME*
- 9.49%
DRGTX
- 1D
- 1.07%
- 1M
- -1.99%
- 6M
- 19.39%
- YTD
- 20.14%
- 1Y
- 35.18%
- 3Y*
- 29.52%
- 5Y*
- 15.15%
- 10Y*
- 22.46%
- ALL TIME*
- 14.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.47B | $1.27B | $1.69B |
IGV vs. DRGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGV iShares Expanded Tech-Software Sector ETF | -7.81% | 5.56% | 23.41% | 58.56% | -35.65% | 12.30% | 52.86% | 34.33% | 12.44% | 42.16% |
DRGTX Virtus Technology Fund | 20.14% | 25.10% | 35.67% | 65.59% | -42.58% | 12.14% | 70.02% | 29.46% | 5.06% | 47.17% |
Correlation
The correlation between IGV and DRGTX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2001 | 0.86 |
Over the past year, the correlation between IGV and DRGTX has dropped to 0.57 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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
IGV vs. DRGTX — Risk / Return Rank
IGV
DRGTX
IGV vs. DRGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech-Software Sector ETF (IGV) and Virtus Technology Fund (DRGTX). 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.
| IGV | DRGTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.06 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.22 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 1.55 | -1.84 |
| Martin ratioReturn relative to average drawdown | -0.53 | 4.46 | -4.99 |
Loading charts...
Drawdowns
IGV vs. DRGTX - Drawdown Comparison
The maximum IGV drawdown since its inception was -63.45%, smaller than the maximum DRGTX drawdown of -83.33%. Use the drawdown chart below to compare losses from any high point for IGV and DRGTX.
Loading charts...
Drawdown Indicators
| IGV | DRGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.45% | -83.33% | +19.88% |
Max Drawdown (1Y)Largest decline over 1 year | -36.61% | -20.78% | -15.83% |
Max Drawdown (3Y)Largest decline over 3 years | -36.61% | -29.46% | -7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -45.85% | -49.05% | +3.20% |
Max Drawdown (10Y)Largest decline over 10 years | -45.85% | -49.05% | +3.20% |
Current DrawdownCurrent decline from peak | -17.28% | -8.47% | -8.81% |
Average DrawdownAverage peak-to-trough decline | -14.49% | -29.82% | +15.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.38% | 7.23% | +12.15% |
Volatility
IGV vs. DRGTX - Volatility Comparison
The current volatility for iShares Expanded Tech-Software Sector ETF (IGV) is 7.40%, while Virtus Technology Fund (DRGTX) has a volatility of 8.93%. This indicates that IGV experiences smaller price fluctuations and is considered to be less risky than DRGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IGV | DRGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.40% | 8.93% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 25.09% | 21.46% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.25% | 25.95% | +3.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.21% | 29.15% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.47% | 27.19% | -0.72% |
IGV vs. DRGTX - Expense Ratio Comparison
IGV has a 0.39% expense ratio, which is lower than DRGTX's 1.16% expense ratio.
Dividends
IGV vs. DRGTX - Dividend Comparison
IGV's dividend yield for the trailing twelve months is around 0.02%, less than DRGTX's 2.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRGTX Virtus Technology Fund | 2.09% | 2.51% | 0.00% | 0.00% | 18.86% | 28.27% | 16.84% | 17.12% | 21.77% | 16.26% | 5.15% | 15.96% |
IGV iShares Expanded Tech-Software Sector ETF | 0.02% | 0.00% | 0.00% | 0.01% | 0.01% | 0.00% | 0.35% | 0.02% | 0.16% | 0.09% | 0.82% | 0.22% |
Frequently Asked Questions
IGV and DRGTX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DRGTX has higher volatility (8.93%) compared to IGV (7.40%). In terms of maximum drawdown, IGV dropped -63.45% vs DRGTX's -83.33%.
DRGTX currently has the higher Sharpe Ratio (1.24 vs -0.35), 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 IGV and DRGTX
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