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METV vs. IDGT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

METV vs. IDGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill Ball Metaverse ETF (METV) 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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METV vs. IDGT - Yearly Performance Comparison


2026 (YTD)20252024202320222021
METV
Roundhill Ball Metaverse ETF
-14.16%30.83%24.93%60.57%-52.66%0.40%
IDGT
iShares U.S. Digital Infrastructure and Real Estate ETF
17.03%6.79%26.71%-6.09%-17.90%16.15%

Returns By Period

In the year-to-date period, METV achieves a -14.16% return, which is significantly lower than IDGT's 17.03% return.


METV

1D
1.19%
1M
-3.59%
YTD
-14.16%
6M
-22.31%
1Y
17.96%
3Y*
19.92%
5Y*
10Y*

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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METV vs. IDGT - Expense Ratio Comparison

METV has a 0.75% expense ratio, which is higher than IDGT's 0.41% expense ratio.


Return for Risk

METV vs. IDGT — Risk / Return Rank

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

METV
METV Risk / Return Rank: 3030
Overall Rank
METV Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
METV Sortino Ratio Rank: 3535
Sortino Ratio Rank
METV Omega Ratio Rank: 3232
Omega Ratio Rank
METV Calmar Ratio Rank: 2828
Calmar Ratio Rank
METV Martin Ratio Rank: 2424
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.

METV vs. IDGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Ball Metaverse ETF (METV) 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.


METVIDGTDifference

Sharpe ratio

Return per unit of total volatility

0.62

1.63

-1.00

Sortino ratio

Return per unit of downside risk

1.07

2.20

-1.14

Omega ratio

Gain probability vs. loss probability

1.14

1.30

-0.17

Calmar ratio

Return relative to maximum drawdown

0.70

2.94

-2.25

Martin ratio

Return relative to average drawdown

1.84

11.26

-9.42

METV vs. IDGT - Sharpe Ratio Comparison

The current METV Sharpe Ratio is 0.62, which is lower than the IDGT Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of METV 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


METVIDGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

1.63

-1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.15

-0.10

Correlation

The correlation between METV and IDGT is 0.70, 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

METV vs. IDGT - Dividend Comparison

METV's dividend yield for the trailing twelve months is around 0.21%, less than IDGT's 0.95% yield.


TTM20252024202320222021202020192018201720162015
METV
Roundhill Ball Metaverse ETF
0.21%0.18%0.00%0.17%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

METV vs. IDGT - Drawdown Comparison

The maximum METV drawdown since its inception was -59.64%, smaller than the maximum IDGT drawdown of -77.95%. Use the drawdown chart below to compare losses from any high point for METV and IDGT.


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Drawdown Indicators


METVIDGTDifference

Max Drawdown

Largest peak-to-trough decline

-59.64%

-77.95%

+18.31%

Max Drawdown (1Y)

Largest decline over 1 year

-28.27%

-12.23%

-16.04%

Max Drawdown (5Y)

Largest decline over 5 years

-35.83%

Max Drawdown (10Y)

Largest decline over 10 years

-36.88%

Current Drawdown

Current decline from peak

-24.08%

-1.06%

-23.02%

Average Drawdown

Average peak-to-trough decline

-26.41%

-20.04%

-6.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.72%

3.20%

+7.52%

Volatility

METV vs. IDGT - Volatility Comparison

Roundhill Ball Metaverse ETF (METV) has a higher volatility of 9.31% compared to iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) at 8.17%. This indicates that METV'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


METVIDGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.31%

8.17%

+1.14%

Volatility (6M)

Calculated over the trailing 6-month period

18.97%

15.15%

+3.82%

Volatility (1Y)

Calculated over the trailing 1-year period

28.95%

21.60%

+7.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.22%

23.03%

+7.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.22%

23.14%

+7.08%