IXN vs. COST
IXN (iShares Global Tech ETF) is Technology Equities fund tracking the S&P Global Information Technology Sector Index, while COST (Costco Wholesale Corporation) is a stock. Over the past 10 years, IXN returned 23.62%/yr vs 20.81%/yr for COST. At a 0.43 correlation, their price movements are largely independent.
Performance
IXN vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, IXN achieves a 26.77% return, which is significantly higher than COST's 8.82% return. Over the past 10 years, IXN has outperformed COST with an annualized return of 23.62%, while COST has yielded a comparatively lower 20.81% annualized return.
IXN
- 1D
- 0.25%
- 1M
- -9.14%
- 6M
- 24.01%
- YTD
- 26.77%
- 1Y
- 41.13%
- 3Y*
- 29.42%
- 5Y*
- 19.04%
- 10Y*
- 23.62%
- ALL TIME*
- 12.24%
COST
- 1D
- -0.54%
- 1M
- -1.64%
- 6M
- -2.61%
- YTD
- 8.82%
- 1Y
- -1.04%
- 3Y*
- 20.42%
- 5Y*
- 18.94%
- 10Y*
- 20.81%
- ALL TIME*
- 16.93%
IXN vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXN iShares Global Tech ETF | 26.77% | 25.25% | 24.84% | 52.98% | -29.86% | 29.58% | 43.62% | 47.88% | -5.44% | 41.23% |
COST Costco Wholesale Corporation | 8.82% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between IXN and COST is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Nov 26, 2001 | 0.43 |
The correlation between IXN and COST shifts across timeframes, from -0.23 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IXN vs. COST — Risk / Return Rank
IXN
COST
IXN vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Tech ETF (IXN) and Costco Wholesale Corporation (COST). 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.
| IXN | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.62 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.01 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | -0.06 | +3.06 |
| Martin ratioReturn relative to average drawdown | 8.66 | -0.14 | +8.80 |
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Drawdowns
IXN vs. COST - Drawdown Comparison
The maximum IXN drawdown since its inception was -55.67%, roughly equal to the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for IXN and COST.
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Drawdown Indicators
| IXN | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -53.39% | -2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -16.57% | +2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -25.55% | -20.74% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -36.30% | -31.40% | -4.90% |
Max Drawdown (10Y)Largest decline over 10 years | -36.30% | -31.40% | -4.90% |
Current DrawdownCurrent decline from peak | -11.11% | -14.49% | +3.38% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -13.36% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 7.38% | -2.62% |
Volatility
IXN vs. COST - Volatility Comparison
iShares Global Tech ETF (IXN) has a higher volatility of 10.78% compared to Costco Wholesale Corporation (COST) at 7.25%. This indicates that IXN's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXN | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.78% | 7.25% | +3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 22.87% | 14.98% | +7.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.35% | 19.74% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.67% | 22.90% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.76% | 22.02% | +2.74% |
Dividends
IXN vs. COST - Dividend Comparison
IXN's dividend yield for the trailing twelve months is around 0.82%, more than COST's 0.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.57% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
IXN iShares Global Tech ETF | 0.82% | 1.04% | 0.43% | 0.55% | 0.81% | 0.58% | 0.63% | 1.06% | 0.94% | 0.93% | 1.03% | 1.12% |
Frequently Asked Questions
IXN and COST have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IXN has higher volatility (10.78%) compared to COST (7.25%). In terms of maximum drawdown, IXN dropped -55.67% vs COST's -53.39%.
IXN currently has the higher Sharpe Ratio (1.57 vs -0.05), 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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