IUSA.L vs. DXYZ
IUSA.L (iShares S&P 500 UCITS Dist) is S&P 500 fund tracking the S&P 500 Index, while DXYZ (Destiny Tech100 Inc) is a stock. Over the past year, IUSA.L returned 29.42% vs 13.39% for DXYZ. At a 0.27 correlation, their price movements are largely independent.
Performance
IUSA.L vs. DXYZ - Performance Comparison
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Different Trading Currencies
IUSA.L is traded in GBp, while DXYZ is traded in USD. To make them comparable, the DXYZ values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSA.L achieves a 10.67% return, which is significantly lower than DXYZ's 37.81% return.
IUSA.L
- 1D
- 0.04%
- 1M
- 4.50%
- YTD
- 10.67%
- 6M
- 10.05%
- 1Y
- 29.42%
- 3Y*
- 19.42%
- 5Y*
- 15.33%
- 10Y*
- 16.52%
DXYZ
- 1D
- -3.35%
- 1M
- 4.34%
- YTD
- 37.81%
- 6M
- 58.85%
- 1Y
- 13.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSA.L vs. DXYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IUSA.L iShares S&P 500 UCITS Dist | 10.67% | 9.70% | 15.49% |
DXYZ Destiny Tech100 Inc | 37.81% | -51.67% | 560.00% |
Correlation
The correlation between IUSA.L and DXYZ is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.27 |
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Return for Risk
IUSA.L vs. DXYZ — Risk / Return Rank
IUSA.L
DXYZ
IUSA.L vs. DXYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 UCITS Dist (IUSA.L) 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.
| IUSA.L | DXYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.74 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.12 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 0.27 | +3.93 |
| Martin ratioReturn relative to average drawdown | 15.53 | 0.42 | +15.11 |
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
| IUSA.L | DXYZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.82 | 0.14 | +2.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.07 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.06 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.59 | -0.01 |
Drawdowns
IUSA.L vs. DXYZ - Drawdown Comparison
The maximum IUSA.L drawdown since its inception was -38.58%, smaller than the maximum DXYZ drawdown of -90.57%. Use the drawdown chart below to compare losses from any high point for IUSA.L and DXYZ.
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Drawdown Indicators
| IUSA.L | DXYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.58% | -90.57% | +51.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.01% | -49.81% | +42.80% |
Max Drawdown (3Y)Largest decline over 3 years | -21.08% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -25.42% | — | — |
Current DrawdownCurrent decline from peak | -0.22% | -60.28% | +60.06% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -69.53% | +62.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 31.77% | -29.87% |
Volatility
IUSA.L vs. DXYZ - Volatility Comparison
The current volatility for iShares S&P 500 UCITS Dist (IUSA.L) is 2.62%, while Destiny Tech100 Inc (DXYZ) has a volatility of 61.38%. This indicates that IUSA.L 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
| IUSA.L | DXYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 61.38% | -58.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.13% | 79.73% | -72.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.44% | 97.80% | -87.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 164.55% | -150.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.60% | 164.55% | -148.95% |
Dividends
IUSA.L vs. DXYZ - Dividend Comparison
IUSA.L's dividend yield for the trailing twelve months is around 1.15%, 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% |
IUSA.L iShares S&P 500 UCITS Dist | 1.15% | 1.24% | 1.28% | 1.55% | 1.74% | 1.39% | 1.80% | 1.96% | 2.22% | 1.95% | 1.75% | 2.29% |
Frequently Asked Questions
IUSA.L and DXYZ have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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