IXN vs. PCT.L
Compare and contrast key facts about iShares Global Tech ETF (IXN) and Polar Capital Technology Trust (PCT.L).
IXN is a passively managed fund by iShares that tracks the performance of the S&P Global Information Technology Sector Index. It was launched on Nov 12, 2001.
Performance
IXN vs. PCT.L - Performance Comparison
Loading graphics...
IXN vs. PCT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PCT.L Polar Capital Technology Trust | 7.83% | 43.19% | 32.06% | 58.46% | -43.56% | 17.28% | 49.79% | 49.42% | -8.40% | 47.10% |
Different Trading Currencies
IXN is traded in USD, while PCT.L is traded in GBp. To make them comparable, the PCT.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IXN achieves a -3.18% return, which is significantly lower than PCT.L's 7.83% return. Over the past 10 years, IXN has underperformed PCT.L with an annualized return of 20.80%, while PCT.L has yielded a comparatively higher 23.32% 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%
PCT.L
- 1D
- 6.11%
- 1M
- -1.33%
- YTD
- 7.83%
- 6M
- 13.54%
- 1Y
- 78.41%
- 3Y*
- 39.76%
- 5Y*
- 16.90%
- 10Y*
- 23.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IXN vs. PCT.L — Risk / Return Rank
IXN
PCT.L
IXN vs. PCT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Tech ETF (IXN) and Polar Capital Technology Trust (PCT.L). 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.
| IXN | PCT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 2.88 | -1.59 |
Sortino ratioReturn per unit of downside risk | 1.90 | 3.57 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.48 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 6.55 | -4.06 |
Martin ratioReturn relative to average drawdown | 8.21 | 22.08 | -13.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IXN | PCT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 2.88 | -1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.63 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.89 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.59 | -0.12 |
Correlation
The correlation between IXN and PCT.L is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IXN vs. PCT.L - Dividend Comparison
IXN's dividend yield for the trailing twelve months is around 1.08%, while PCT.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PCT.L Polar Capital Technology Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IXN vs. PCT.L - Drawdown Comparison
The maximum IXN drawdown since its inception was -55.67%, smaller than the maximum PCT.L drawdown of -63.48%. Use the drawdown chart below to compare losses from any high point for IXN and PCT.L.
Loading graphics...
Drawdown Indicators
| IXN | PCT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.67% | -84.10% | +28.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.37% | -12.80% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -36.30% | -37.89% | +1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -36.30% | -37.89% | +1.59% |
Current DrawdownCurrent decline from peak | -8.48% | -3.62% | -4.86% |
Average DrawdownAverage peak-to-trough decline | -11.34% | -30.34% | +19.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.11% | +1.24% |
Volatility
IXN vs. PCT.L - Volatility Comparison
iShares Global Tech ETF (IXN) and Polar Capital Technology Trust (PCT.L) have volatilities of 9.16% and 9.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IXN | PCT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.16% | 9.49% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 17.16% | 18.88% | -1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.06% | 27.11% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.57% | 26.82% | -2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.19% | 26.04% | -1.85% |