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IXN vs. IDGT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IXN vs. IDGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Tech ETF (IXN) 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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IXN vs. IDGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IXN
iShares Global Tech ETF
-3.18%25.25%24.84%52.98%-29.86%29.58%43.62%47.88%-5.44%41.23%
IDGT
iShares U.S. Digital Infrastructure and Real Estate ETF
17.03%6.79%26.71%-6.09%-17.90%42.14%8.78%17.39%-1.97%11.81%

Returns By Period

In the year-to-date period, IXN achieves a -3.18% return, which is significantly lower than IDGT's 17.03% return. Over the past 10 years, IXN has outperformed IDGT with an annualized return of 20.80%, while IDGT has yielded a comparatively lower 11.32% annualized return.


IXN

1D
1.69%
1M
-4.96%
YTD
-3.18%
6M
-1.58%
1Y
34.63%
3Y*
24.07%
5Y*
15.01%
10Y*
20.80%

IDGT

1D
1.53%
1M
1.01%
YTD
17.03%
6M
14.68%
1Y
34.93%
3Y*
12.85%
5Y*
8.66%
10Y*
11.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IXN vs. IDGT - Expense Ratio Comparison

IXN has a 0.46% expense ratio, which is higher than IDGT's 0.41% expense ratio.


Return for Risk

IXN vs. IDGT — Risk / Return Rank

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

IXN
IXN Risk / Return Rank: 7474
Overall Rank
IXN Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
IXN Sortino Ratio Rank: 7373
Sortino Ratio Rank
IXN Omega Ratio Rank: 6969
Omega Ratio Rank
IXN Calmar Ratio Rank: 8383
Calmar Ratio Rank
IXN Martin Ratio Rank: 7575
Martin Ratio Rank

IDGT
IDGT Risk / Return Rank: 8383
Overall Rank
IDGT Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IDGT Sortino Ratio Rank: 8282
Sortino Ratio Rank
IDGT Omega Ratio Rank: 7777
Omega Ratio Rank
IDGT Calmar Ratio Rank: 8888
Calmar Ratio Rank
IDGT Martin Ratio Rank: 8888
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.

IXN vs. IDGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Tech ETF (IXN) 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.


IXNIDGTDifference

Sharpe ratio

Return per unit of total volatility

1.29

1.63

-0.34

Sortino ratio

Return per unit of downside risk

1.90

2.20

-0.30

Omega ratio

Gain probability vs. loss probability

1.26

1.30

-0.04

Calmar ratio

Return relative to maximum drawdown

2.48

2.94

-0.46

Martin ratio

Return relative to average drawdown

8.21

11.26

-3.05

IXN vs. IDGT - Sharpe Ratio Comparison

The current IXN Sharpe Ratio is 1.29, which is comparable to the IDGT Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of IXN and IDGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IXNIDGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

1.63

-0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.38

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.49

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.15

+0.33

Correlation

The correlation between IXN and IDGT is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

IXN vs. IDGT - Dividend Comparison

IXN's dividend yield for the trailing twelve months is around 1.08%, more than IDGT's 0.95% yield.


TTM20252024202320222021202020192018201720162015
IXN
iShares Global Tech ETF
1.08%1.04%0.43%0.55%0.81%0.58%0.63%1.06%0.94%0.93%1.03%1.12%
IDGT
iShares U.S. Digital Infrastructure and Real Estate ETF
0.95%1.17%1.64%0.37%0.30%0.28%0.60%0.42%0.65%0.57%0.75%0.72%

Drawdowns

IXN vs. IDGT - Drawdown Comparison

The maximum IXN drawdown since its inception was -55.67%, smaller than the maximum IDGT drawdown of -77.95%. Use the drawdown chart below to compare losses from any high point for IXN and IDGT.


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Drawdown Indicators


IXNIDGTDifference

Max Drawdown

Largest peak-to-trough decline

-55.67%

-77.95%

+22.28%

Max Drawdown (1Y)

Largest decline over 1 year

-14.37%

-12.23%

-2.14%

Max Drawdown (5Y)

Largest decline over 5 years

-36.30%

-35.83%

-0.47%

Max Drawdown (10Y)

Largest decline over 10 years

-36.30%

-36.88%

+0.58%

Current Drawdown

Current decline from peak

-8.48%

-1.06%

-7.42%

Average Drawdown

Average peak-to-trough decline

-11.34%

-20.04%

+8.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.35%

3.20%

+1.15%

Volatility

IXN vs. IDGT - Volatility Comparison

iShares Global Tech ETF (IXN) has a higher volatility of 9.16% compared to iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) at 8.17%. This indicates that IXN's price experiences larger fluctuations and is considered to be riskier than IDGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IXNIDGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.16%

8.17%

+0.99%

Volatility (6M)

Calculated over the trailing 6-month period

17.16%

15.15%

+2.01%

Volatility (1Y)

Calculated over the trailing 1-year period

27.06%

21.60%

+5.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.57%

23.03%

+1.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.19%

23.14%

+1.05%