MCD vs. IXN
MCD (McDonald's Corporation) is a stock, while IXN (iShares Global Tech ETF) is Technology Equities fund tracking the S&P Global Information Technology Sector Index. Over the past 10 years, MCD returned 10.72%/yr vs 23.57%/yr for IXN. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
MCD vs. IXN - Performance Comparison
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Returns By Period
In the year-to-date period, MCD achieves a -12.30% return, which is significantly lower than IXN's 26.76% return. Over the past 10 years, MCD has underperformed IXN with an annualized return of 10.72%, while IXN has yielded a comparatively higher 23.57% annualized return.
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%
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%
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 |
MCD vs. IXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | -12.30% | 7.89% | 0.14% | 15.06% | 0.51% | 27.79% | 11.30% | 13.97% | 5.78% | 45.05% |
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% |
Correlation
The correlation between MCD and IXN 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 MCD and IXN 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
MCD vs. IXN — Risk / Return Rank
MCD
IXN
MCD vs. IXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) and iShares Global Tech ETF (IXN). 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.
| MCD | IXN | 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 | 0.94 | 1.27 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | 2.98 | -3.34 |
| Martin ratioReturn relative to average drawdown | -0.81 | 8.35 | -9.15 |
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Drawdowns
MCD vs. IXN - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.20%, which is greater than IXN's maximum drawdown of -55.67%. Use the drawdown chart below to compare losses from any high point for MCD and IXN.
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Drawdown Indicators
| MCD | IXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.20% | -55.67% | -17.53% |
Max Drawdown (1Y)Largest decline over 1 year | -21.99% | -13.80% | -8.19% |
Max Drawdown (3Y)Largest decline over 3 years | -21.99% | -25.55% | +3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.99% | -36.30% | +14.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -36.30% | -0.60% |
Current DrawdownCurrent decline from peak | -21.41% | -11.11% | -10.30% |
Average DrawdownAverage peak-to-trough decline | -14.90% | -11.24% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 4.91% | +4.90% |
Volatility
MCD vs. IXN - Volatility Comparison
The current volatility for McDonald's Corporation (MCD) is 7.94%, while iShares Global Tech ETF (IXN) has a volatility of 9.23%. This indicates that MCD experiences smaller price fluctuations and is considered to be less risky than IXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCD | IXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 9.23% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.13% | 22.90% | -8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 26.53% | -8.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.57% | 25.70% | -8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 24.78% | -4.25% |
Dividends
MCD vs. IXN - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.78%, more than IXN's 0.82% 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
MCD and IXN 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, MCD dropped -73.20% vs IXN's -55.67%.
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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