IXN vs. MCD
IXN (iShares Global Tech ETF) is Technology Equities fund tracking the S&P Global Information Technology Sector Index, while MCD (McDonald's Corporation) is a stock. Over the past 10 years, IXN returned 23.57%/yr vs 10.72%/yr for MCD. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
IXN vs. MCD - Performance Comparison
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Returns By Period
In the year-to-date period, IXN achieves a 26.76% return, which is significantly higher than MCD's -12.30% return. Over the past 10 years, IXN has outperformed MCD with an annualized return of 23.57%, while MCD has yielded a comparatively lower 10.72% annualized return.
IXN
- 1D
- -1.69%
- 1M
- -5.35%
- 6M
- 24.12%
- YTD
- 26.76%
- 1Y
- 40.62%
- 3Y*
- 28.82%
- 5Y*
- 18.59%
- 10Y*
- 23.57%
- ALL TIME*
- 12.23%
MCD
- 1D
- 0.75%
- 1M
- 0.08%
- 6M
- -13.32%
- YTD
- -12.30%
- 1Y
- -9.14%
- 3Y*
- -0.95%
- 5Y*
- 4.10%
- 10Y*
- 10.72%
- ALL TIME*
- 13.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $55.36M | $52.46M | $63.11M | |
| $1.15B | $1.27B | $1.25B |
IXN vs. MCD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXN iShares Global Tech ETF | 26.76% | 25.25% | 24.84% | 52.98% | -29.86% | 29.58% | 43.62% | 47.88% | -5.44% | 41.23% |
MCD McDonald's Corporation | -12.30% | 7.89% | 0.14% | 15.06% | 0.51% | 27.79% | 11.30% | 13.97% | 5.78% | 45.05% |
Correlation
The correlation between IXN and MCD is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.23 |
Correlation (3Y) Balances recent behavior with more history. | -0.02 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Nov 26, 2001 | 0.35 |
The correlation between IXN and MCD shifts across timeframes, from -0.23 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IXN vs. MCD — Risk / Return Rank
IXN
MCD
IXN vs. MCD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Tech ETF (IXN) and McDonald's Corporation (MCD). 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 | MCD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.58 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.94 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | -0.36 | +3.34 |
| Martin ratioReturn relative to average drawdown | 8.35 | -0.81 | +9.15 |
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Drawdowns
IXN vs. MCD - Drawdown Comparison
The maximum IXN drawdown since its inception was -55.67%, smaller than the maximum MCD drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for IXN and MCD.
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Drawdown Indicators
| IXN | MCD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -73.20% | +17.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -21.99% | +8.19% |
Max Drawdown (3Y)Largest decline over 3 years | -25.55% | -21.99% | -3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -36.30% | -21.99% | -14.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.30% | -36.90% | +0.60% |
Current DrawdownCurrent decline from peak | -11.11% | -21.41% | +10.30% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -14.90% | +3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.91% | 9.81% | -4.90% |
Volatility
IXN vs. MCD - Volatility Comparison
iShares Global Tech ETF (IXN) has a higher volatility of 9.23% compared to McDonald's Corporation (MCD) at 7.94%. This indicates that IXN's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXN | MCD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.23% | 7.94% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 22.90% | 14.13% | +8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.53% | 18.01% | +8.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.70% | 17.57% | +8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.78% | 20.53% | +4.25% |
Dividends
IXN vs. MCD - Dividend Comparison
IXN's dividend yield for the trailing twelve months is around 0.82%, less than MCD's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MCD McDonald's Corporation | 2.78% | 2.35% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% |
Frequently Asked Questions
IXN and MCD 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 (9.23%) compared to MCD (7.94%). In terms of maximum drawdown, IXN dropped -55.67% vs MCD's -73.20%.
IXN currently has the higher Sharpe Ratio (1.55 vs -0.44), 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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