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IWFH vs. IDGT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWFH vs. IDGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Virtual Work and Life Multisector ETF (IWFH) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IWFH

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

IDGT

1D
-4.83%
1M
0.82%
YTD
47.17%
6M
44.12%
1Y
56.50%
3Y*
24.18%
5Y*
12.29%
10Y*
13.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWFH vs. IDGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%-7.41%17.42%-39.32%-25.56%15.64%
IDGT
iShares U.S. Digital Infrastructure and Real Estate ETF
47.17%6.79%26.71%-6.09%-17.90%42.14%27.36%

Correlation

The correlation between IWFH and IDGT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2020

0.49

The correlation between IWFH and IDGT shifts across timeframes, from 0.36 (3 years) to 0.50 (5 years), reflecting how their relationship changes across market environments.

IWFH vs. IDGT - Sectors Allocation Comparison


Sectors
IWFH
IDGT

Technology

43.2%
60.7%

Communication Services

31.6%
4.8%

Consumer Cyclical

9.9%

-

Healthcare

9.1%

-

Consumer Defensive

6.3%

-

Basic Materials

-

-

Energy

-

-

Financial Services

-

-

Industrials

-

-

Real Estate

-

34.3%

Utilities

-

-

Technology

IWFH
43.2%
IDGT
60.7%

Communication Services

IWFH
31.6%
IDGT
4.8%

Consumer Cyclical

IWFH
9.9%
IDGT

-

Healthcare

IWFH
9.1%
IDGT

-

Consumer Defensive

IWFH
6.3%
IDGT

-

Basic Materials

IWFH

-

IDGT

-

Energy

IWFH

-

IDGT

-

Financial Services

IWFH

-

IDGT

-

Industrials

IWFH

-

IDGT

-

Real Estate

IWFH

-

IDGT
34.3%

Utilities

IWFH

-

IDGT

-

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Return for Risk

IWFH vs. IDGT — Risk / Return Rank

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

IWFH

IDGT
IDGT Risk / Return Rank: 8585
Overall Rank
IDGT Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
IDGT Sortino Ratio Rank: 7979
Sortino Ratio Rank
IDGT Omega Ratio Rank: 8080
Omega Ratio Rank
IDGT Calmar Ratio Rank: 9494
Calmar Ratio Rank
IDGT Martin Ratio Rank: 8989
Martin Ratio Rank
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.

IWFH vs. IDGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Virtual Work and Life Multisector ETF (IWFH) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IWFH vs. IDGT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IWFHIDGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

Drawdowns

IWFH vs. IDGT - Drawdown Comparison


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Drawdown Indicators


IWFHIDGTDifference

Max Drawdown

Largest peak-to-trough decline

-77.95%

Max Drawdown (1Y)

Largest decline over 1 year

-8.45%

Max Drawdown (3Y)

Largest decline over 3 years

-23.74%

Max Drawdown (5Y)

Largest decline over 5 years

-35.83%

Max Drawdown (10Y)

Largest decline over 10 years

-36.88%

Current Drawdown

Current decline from peak

-5.88%

Average Drawdown

Average peak-to-trough decline

-19.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.84%

Volatility

IWFH vs. IDGT - Volatility Comparison


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Volatility by Period


IWFHIDGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.33%

Volatility (6M)

Calculated over the trailing 6-month period

17.18%

Volatility (1Y)

Calculated over the trailing 1-year period

20.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.34%

IWFH vs. IDGT - Expense Ratio Comparison

IWFH has a 0.47% expense ratio, which is higher than IDGT's 0.41% expense ratio.


Dividends

IWFH vs. IDGT - Dividend Comparison

IWFH has not paid dividends to shareholders, while IDGT's dividend yield for the trailing twelve months is around 0.76%.


PositionTTM20252024202320222021202020192018201720162015
IDGT
iShares U.S. Digital Infrastructure and Real Estate ETF
0.76%1.17%1.64%0.37%0.30%0.28%0.60%0.42%0.65%0.57%0.75%0.72%
IWFH
iShares Virtual Work and Life Multisector ETF
0.00%0.00%0.05%1.83%0.31%0.00%0.18%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IWFH and IDGT have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDGT is cheaper at 0.41% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDGT is cheaper with a 0.41% expense ratio, compared with 0.47% for IWFH.

IDGT has the higher dividend yield at 0.76%, compared with 0.00% for IWFH.

IWFH tracks NYSE FactSet Global Virtual Work and Life Index, while IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross. Their fees differ too: 0.47% for IWFH and 0.41% for IDGT.

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