IBLC vs DHLX

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

IBLC vs DHLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

IBLC

$83M

DHLX

$83M

Expense Ratio

Winner

IBLC

0.47%

DHLX

0.55%

Max Drawdown

IBLC

62.81%

Winner

DHLX

8.41%

Sharpe Ratio

Winner

IBLC

0.93

DHLX

-0.20

5Y Beta

IBLC

2.37

Winner

DHLX

0.43

P/E Ratio

Winner

IBLC

-11.03

DHLX

21.72

Forward P/E

IBLC

52.39

Winner

DHLX

16.58

PEG Ratio

IBLC

N/A

DHLX

0.73

5Y EPS CAGR

IBLC

N/A

DHLX

10.29%

Debt to Equity

Winner

IBLC

-57.14%

DHLX

367.19%

P/S Ratio

IBLC

8.07

Winner

DHLX

2.41

P/B Ratio

IBLC

3.99

Winner

DHLX

3.08

IBLC vs DHLX - Holdings Comparison

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

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

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

IBLC vs DHLX - Historical Returns

Returns include dividend reinvestment.

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

IBLC

-1.95%

Winner

DHLX

-1.94%

Winner

IBLC

+18.99%

DHLX

-2.49%

Winner

IBLC

+3.63%

DHLX

+0.84%

IBLC

+54.96%

DHLX

N/A

5Y(CAGR)

IBLC

+22.13%

DHLX

N/A

Max(CAGR)

Winner

IBLC

+22.13%

DHLX

+0.75%

IBLC vs DHLX - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

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

IBLC vs DHLX Drawdown Comparison

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

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

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

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

Correlation

Correlation between IBLC and DHLX 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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