ITA vs. DXYZ
ITA (iShares U.S. Aerospace & Defense ETF) is Aerospace & Defense fund tracking the Dow Jones U.S. Select Aerospace & Defense Index, while DXYZ (Destiny Tech100 Inc) is a stock. Over the past year, ITA returned 30.96% vs -28.04% for DXYZ. At a 0.31 correlation, their price movements are largely independent.
Performance
ITA vs. DXYZ - Performance Comparison
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Returns By Period
In the year-to-date period, ITA achieves a 8.97% return, which is significantly higher than DXYZ's -5.42% return.
ITA
- 1D
- -0.95%
- 1M
- 3.58%
- YTD
- 8.97%
- 6M
- 11.71%
- 1Y
- 30.96%
- 3Y*
- 27.30%
- 5Y*
- 16.86%
- 10Y*
- 15.34%
DXYZ
- 1D
- -25.14%
- 1M
- -44.50%
- YTD
- -5.42%
- 6M
- -23.68%
- 1Y
- -28.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITA vs. DXYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ITA iShares U.S. Aerospace & Defense ETF | 8.97% | 48.64% | 12.36% |
DXYZ Destiny Tech100 Inc | -5.42% | -47.96% | 613.45% |
Correlation
The correlation between ITA and DXYZ is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.31 |
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Return for Risk
ITA vs. DXYZ — Risk / Return Rank
ITA
DXYZ
ITA vs. DXYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aerospace & Defense ETF (ITA) and Destiny Tech100 Inc (DXYZ). 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.
| ITA | DXYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.71 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.03 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | -0.47 | +2.44 |
| Martin ratioReturn relative to average drawdown | 5.20 | -0.93 | +6.13 |
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Drawdowns
ITA vs. DXYZ - Drawdown Comparison
The maximum ITA drawdown since its inception was -59.72%, smaller than the maximum DXYZ drawdown of -90.35%. Use the drawdown chart below to compare losses from any high point for ITA and DXYZ.
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Drawdown Indicators
| ITA | DXYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.72% | -90.35% | +30.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -59.33% | +43.51% |
Max Drawdown (3Y)Largest decline over 3 years | -15.82% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -51.00% | — | — |
Current DrawdownCurrent decline from peak | -6.64% | -70.97% | +64.33% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -68.37% | +58.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.97% | 30.12% | -24.15% |
Volatility
ITA vs. DXYZ - Volatility Comparison
The current volatility for iShares U.S. Aerospace & Defense ETF (ITA) is 9.07%, while Destiny Tech100 Inc (DXYZ) has a volatility of 52.18%. This indicates that ITA experiences smaller price fluctuations and is considered to be less risky than DXYZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITA | DXYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.07% | 52.18% | -43.11% |
Volatility (6M)Calculated over the trailing 6-month period | 18.47% | 85.74% | -67.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.74% | 101.63% | -79.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.21% | 165.45% | -145.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 165.45% | -142.23% |
Dividends
ITA vs. DXYZ - Dividend Comparison
ITA's dividend yield for the trailing twelve months is around 0.46%, while DXYZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXYZ Destiny Tech100 Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITA iShares U.S. Aerospace & Defense ETF | 0.46% | 0.55% | 0.85% | 0.93% | 0.95% | 0.82% | 1.07% | 1.54% | 1.13% | 0.91% | 1.07% | 1.04% |
Frequently Asked Questions
ITA and DXYZ have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (52.18%) compared to ITA (9.07%). In terms of maximum drawdown, ITA dropped -59.72% vs DXYZ's -90.35%.
ITA currently has the higher Sharpe Ratio (1.43 vs -0.28), 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.
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