IXG vs. DXYZ
IXG (iShares Global Financials ETF) is Financials Equities fund tracking the S&P Global Financials Sector Index, while DXYZ (Destiny Tech100 Inc) is a stock. Over the past year, IXG returned 16.81% vs -28.04% for DXYZ. At a 0.29 correlation, their price movements are largely independent.
Performance
IXG vs. DXYZ - Performance Comparison
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Returns By Period
In the year-to-date period, IXG achieves a 3.78% return, which is significantly higher than DXYZ's -5.42% return.
IXG
- 1D
- 1.28%
- 1M
- 4.46%
- YTD
- 3.78%
- 6M
- 4.96%
- 1Y
- 16.81%
- 3Y*
- 23.67%
- 5Y*
- 12.27%
- 10Y*
- 12.87%
DXYZ
- 1D
- -25.14%
- 1M
- -44.50%
- YTD
- -5.42%
- 6M
- -23.68%
- 1Y
- -28.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IXG vs. DXYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IXG iShares Global Financials ETF | 3.78% | 28.54% | 15.85% |
DXYZ Destiny Tech100 Inc | -5.42% | -47.96% | 613.45% |
Correlation
The correlation between IXG and DXYZ is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.29 |
The correlation between IXG and DXYZ shifts across timeframes, from 0.19 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IXG vs. DXYZ — Risk / Return Rank
IXG
DXYZ
IXG vs. DXYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Financials ETF (IXG) 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.
| IXG | DXYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.48 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.03 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | -0.47 | +1.96 |
| Martin ratioReturn relative to average drawdown | 5.26 | -0.93 | +6.19 |
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Drawdowns
IXG vs. DXYZ - Drawdown Comparison
The maximum IXG drawdown since its inception was -78.42%, smaller than the maximum DXYZ drawdown of -90.35%. Use the drawdown chart below to compare losses from any high point for IXG and DXYZ.
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Drawdown Indicators
| IXG | DXYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.42% | -90.35% | +11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -59.33% | +48.00% |
Max Drawdown (3Y)Largest decline over 3 years | -13.54% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.20% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -70.97% | +70.97% |
Average DrawdownAverage peak-to-trough decline | -19.73% | -68.37% | +48.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 30.12% | -26.91% |
Volatility
IXG vs. DXYZ - Volatility Comparison
The current volatility for iShares Global Financials ETF (IXG) is 4.30%, while Destiny Tech100 Inc (DXYZ) has a volatility of 52.18%. This indicates that IXG 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
| IXG | DXYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 52.18% | -47.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 85.74% | -74.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.01% | 101.63% | -87.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 165.45% | -148.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 165.45% | -145.33% |
Dividends
IXG vs. DXYZ - Dividend Comparison
IXG's dividend yield for the trailing twelve months is around 1.97%, 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% |
IXG iShares Global Financials ETF | 1.97% | 2.04% | 2.64% | 2.62% | 3.71% | 1.69% | 2.13% | 2.87% | 3.14% | 2.12% | 2.21% | 2.79% |
Frequently Asked Questions
IXG and DXYZ have a correlation of 0.19, 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 IXG (4.30%). In terms of maximum drawdown, IXG dropped -78.42% vs DXYZ's -90.35%.
IXG currently has the higher Sharpe Ratio (1.20 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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