DHLX vs IBLC

Comparison between Diamond Hill Large Cap Concentrated ETF (DHLX, ETF) and ISHARES BLOCKCHAIN AND TECH ETF (IBLC, ETF).

DHLX vs IBLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHLX(ETF)	IBLC(ETF)
Net Assets	$83M	$83M
Expense Ratio	0.55%	0.47%
Max Drawdown	8.41%	62.81%
Sharpe Ratio	-0.20	0.93
5Y Beta	0.43	2.37
P/E Ratio	21.72	-11.03
Forward P/E	16.58	52.39
PEG Ratio	0.73	N/A
5Y EPS CAGR	10.29%	N/A
Debt to Equity	367.19%	-57.14%
P/S Ratio	2.41	8.07
P/B Ratio	3.08	3.99

Net Assets

DHLX

$83M

IBLC

$83M

Expense Ratio

DHLX

0.55%

Winner

IBLC

0.47%

Max Drawdown

Winner

DHLX

8.41%

IBLC

62.81%

Sharpe Ratio

DHLX

-0.20

Winner

IBLC

0.93

5Y Beta

Winner

DHLX

0.43

IBLC

2.37

P/E Ratio

DHLX

21.72

Winner

IBLC

-11.03

Forward P/E

Winner

DHLX

16.58

IBLC

52.39

PEG Ratio

DHLX

0.73

IBLC

N/A

5Y EPS CAGR

DHLX

10.29%

IBLC

N/A

Debt to Equity

DHLX

367.19%

Winner

IBLC

-57.14%

P/S Ratio

Winner

DHLX

2.41

IBLC

8.07

P/B Ratio

Winner

DHLX

3.08

IBLC

3.99

DHLX vs IBLC - Holdings Comparison

DHLX and IBLC have 0 common holdings. Overlap is 0.00%

DHLX's top 25 holdings weight is 100.04%. IBLC's top 25 holdings weight is 95.97%.

Rank	DHLX	IBLC
#1	AMERICAN INTERNATIONAL GROUP INC (AIG) - 7.12%	n/a (CRCL) - 13.89%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.70%	n/a (COIN) - 11.37%
#3	COLGATE-PALMOLIVE CO (CL) - 6.13%	IREN LTD (IREN) - 8.78%
#4	CONOCOPHILLIPS (COP) - 5.88%	BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 6.36%
#5	WASTE MANAGEMENT INC (WM) - 5.70%	APPLIED DIGITAL CORP (APLD) - 4.78%
#6	AON PLC CLASS A (AON) - 5.63%	HUT 8 CORP (HUT) - 4.05%
#7	TEXAS INSTRUMENTS INC (TXN) - 5.63%	ADVANCED MICRO DEVICES INC (AMD) - 3.93%
#8	ABBOTT LABORATORIES (ABT) - 5.62%	NVIDIA CORP (NVDA) - 3.68%
#9	UNION PACIFIC CORP (UNP) - 4.78%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.58%
#10	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 4.67%	MASTERCARD INC CLASS A (MA) - 3.57%
#11	AMAZON.COM INC (AMZN) - 4.64%	TENCENT HOLDINGS LTD (n/a) - 3.57%
#12	THE WALT DISNEY CO (DIS) - 4.54%	RIOT PLATFORMS INC (RIOT) - 3.45%
#13	LABCORP HOLDINGS INC (LH) - 4.39%	n/a (CORZ) - 3.41%
#14	MICROSOFT CORP (MSFT) - 4.34%	CIPHER DIGITAL INC (CIFR) - 3.37%
#15	CAPITAL ONE FINANCIAL CORP (COF) - 4.23%	TERAWULF INC (WULF) - 3.06%
#16	SALESFORCE INC (CRM) - 4.17%	n/a (GLXY) - 2.79%
#17	SYSCO CORP (SYY) - 4.01%	MARA HOLDINGS INC (MARA) - 2.28%
#18	FERGUSON ENTERPRISES INC (FERG) - 3.68%	CLEANSPARK INC (CLSK) - 1.70%
#19	MARTIN MARIETTA MATERIALS INC (MLM) - 3.62%	BULLISH (BLSH) - 1.62%
#20	ZOETIS INC CLASS A (ZTS) - 3.47%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.27%
#21	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 1.09%	TWENTY ONE CAPITAL INC CLASS A (XXI) - 1.24%
#22	N/A	n/a (n/a) - 1.23%
#23	N/A	EUR/USD PURCHASED (n/a) - 1.08%
#24	N/A	INFINEON TECHNOLOGIES AG (n/a) - 0.98%
#25	N/A	ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.93%
Total Holdings	21	63

DHLX vs IBLC - Historical Returns

Returns include dividend reinvestment.

Period	DHLX	IBLC
1 month	-1.94%	-1.95%
3 months	-2.49%	+18.99%
6 months	+0.84%	+3.63%
1 year	N/A	+54.96%
5 years(CAGR)	N/A	+22.13%
Max(CAGR)	+0.75%	+22.13%

Winner

DHLX

-1.94%

IBLC

-1.95%

DHLX

-2.49%

Winner

IBLC

+18.99%

DHLX

+0.84%

Winner

IBLC

+3.63%

DHLX

N/A

IBLC

+54.96%

5Y(CAGR)

DHLX

N/A

IBLC

+22.13%

Max(CAGR)

DHLX

+0.75%

Winner

IBLC

+22.13%

DHLX vs IBLC - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	DHLX	IBLC
2026	-0.42%	+9.98%
2025	+1.24%	+23.77%
2024	N/A	+22.62%
2023	N/A	+201.95%
2022	N/A	-57.76%

DHLX vs IBLC Drawdown Comparison

The maximum drawdown for DHLX was -8.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for IBLC was -62.54%, occurring on Dec 28, 2022. Recovery took 298 trading sessions.

The current DHLX drawdown is -4.60%. The current IBLC drawdown is -22.14%.

Rank	DHLX	IBLC
#1	-8.40% Feb 27, 2026 - Mar 27, 2026	-62.54% May 4, 2022 - Jul 13, 2023
#2	-4.48% Oct 3, 2025 - Dec 11, 2025	-51.68% Dec 6, 2024 - Sep 9, 2025
#3	-2.50% Dec 24, 2025 - Jan 30, 2026	-45.00% Oct 15, 2025 - Feb 5, 2026
#4	-1.02% Feb 18, 2026 - Feb 26, 2026	-39.48% Jul 13, 2023 - Dec 8, 2023
#5	-0.99% Feb 6, 2026 - Feb 11, 2026	-38.08% Dec 27, 2023 - Jul 15, 2024
#6	-0.92% Feb 4, 2026 - Feb 6, 2026	-37.92% Jul 16, 2024 - Nov 11, 2024
#7	-0.70% Feb 11, 2026 - Feb 13, 2026	-13.23% Nov 11, 2024 - Dec 6, 2024
#8	-0.64% Dec 15, 2025 - Dec 22, 2025	-9.70% Dec 8, 2023 - Dec 14, 2023
#9	-0.48% Sep 29, 2025 - Oct 3, 2025	-5.92% Oct 9, 2025 - Oct 15, 2025
#10	-0.14% Feb 13, 2026 - Feb 18, 2026	-5.77% Sep 22, 2025 - Sep 29, 2025
#11	N/A	-5.58% Apr 28, 2022 - May 4, 2022
#12	N/A	-0.53% Dec 19, 2023 - Dec 21, 2023
#13	N/A	-0.33% Dec 14, 2023 - Dec 18, 2023

Correlation

Correlation between DHLX and IBLC is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

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