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IDGT vs SPY

Comparison between ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IDGT, delivering a return of +13.3% compared to +12.3%

IDGT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IDGT
$275M
Winner
SPY
$735B
Expense Ratio
IDGT
0.39%
Winner
SPY
0.09%
Max Drawdown
IDGT
77.95%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IDGT
2.03
SPY
1.62
5Y Beta
Winner
IDGT
0.95
SPY
1.00
P/E Ratio
Winner
IDGT
23.88
SPY
28.99
Forward P/E
IDGT
29.49
Winner
SPY
22.37
PEG Ratio
IDGT
0.12
SPY
N/A
5Y Dividends CAGR
Winner
IDGT
26.72%
SPY
5.43%
5Y EPS CAGR
IDGT
15.06%
Winner
SPY
26.05%
Debt to Equity
IDGT
222.48%
Winner
SPY
32.40%
P/S Ratio
IDGT
4.04
Winner
SPY
3.74
P/B Ratio
IDGT
7.76
Winner
SPY
5.61

IDGT vs SPY - Holdings Comparison

IDGT and SPY have 13 common holdings. Overlap is 2.17%

IDGT's top 25 holdings weight is 99.85%. SPY's top 25 holdings weight is 52.37%.

RankIDGTSPY
#1
EQUINIX INC (EQIX) - 8.70%
NVIDIA CORP (NVDA) - 8.10%
#2
AMERICAN TOWER CORP (AMT) - 7.96%
APPLE INC (AAPL) - 7.02%
#3
DIGITAL REALTY TRUST INC (DLR) - 7.64%
MICROSOFT CORP (MSFT) - 4.79%
#4
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 6.75%
AMAZON.COM INC (AMZN) - 4.02%
#5
NOKIA OYJ ADR (NOK) - 6.11%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.88%
BROADCOM INC (AVGO) - 3.10%
#7
CIENA CORP (CIEN) - 5.63%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CISCO SYSTEMS INC (CSCO) - 5.55%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
QUALCOMM INC (QCOM) - 5.05%
TESLA INC (TSLA) - 1.89%
#10
UNITI GROUP INC (UNIT) - 4.81%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CROWN CASTLE INC (CCI) - 4.76%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NETAPP INC (NTAP) - 4.59%
ELI LILLY AND CO (LLY) - 1.31%
#13
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.50%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SUPER MICRO COMPUTER INC (SMCI) - 4.00%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ARISTA NETWORKS INC (ANET) - 3.45%
EXXON MOBIL CORP (XOM) - 0.97%
#16
EXTREME NETWORKS INC (EXTR) - 3.05%
INTEL CORP (INTC) - 0.90%
#17
TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.72%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
UBIQUITI INC (UI) - 1.76%
VISA INC CLASS A (V) - 0.85%
#19
FASTLY INC CLASS A (FSLY) - 1.70%
WALMART INC (WMT) - 0.81%
#20
CALIX INC (CALX) - 1.52%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
MOTOROLA SOLUTIONS INC (MSI) - 1.50%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
A10 NETWORKS INC (ATEN) - 0.81%
CATERPILLAR INC (CAT) - 0.66%
#23
VISTANCE NETWORKS INC (VISN) - 0.80%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ADTRAN HOLDINGS INC (ADTN) - 0.44%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CLEARFIELD INC (CLFD) - 0.17%
ABBVIE INC (ABBV) - 0.58%
Total Holdings31505

IDGT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IDGT
+2.09%
SPY
+1.90%
3M
Winner
IDGT
+29.29%
SPY
+8.55%
6M
Winner
IDGT
+44.12%
SPY
+8.18%
1Y
Winner
IDGT
+56.50%
SPY
+25.79%
5Y(CAGR)
IDGT
+12.29%
Winner
SPY
+13.32%
10Y(CAGR)
IDGT
+13.83%
Winner
SPY
+15.19%
Max(CAGR)
IDGT
+5.24%
Winner
SPY
+8.47%

IDGT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIDGTSPY
2026+46.25%+8.26%
2025+7.04%+18.00%
2024+26.98%+25.59%
2023-6.44%+26.72%
2022-17.90%-18.64%
2021+44.01%+30.52%
2020+7.70%+17.28%
2019+17.03%+31.09%
2018-2.45%-5.24%
2017+11.55%+20.78%
2016+20.87%+13.59%
2015+0.90%+1.31%
2014+17.10%+14.56%
2013+10.91%+29.00%
2012+3.56%+14.17%
2011-19.79%+0.85%
2010+22.26%+13.14%
2009+55.41%+22.67%
2008-49.23%-36.25%
2007+5.29%+5.32%
2006+1.80%+13.85%
2005+3.09%+5.32%
2004+7.72%+10.75%
2003+89.11%+24.18%
2002-57.26%-22.42%
2001-22.65%-10.13%
2000N/A-8.84%
1999N/A+8.61%

IDGT vs SPY Drawdown Comparison

The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IDGT drawdown is -5.88%. The current SPY drawdown is -2.90%.

RankIDGTSPY
#1-77.95%
Jul 13, 2001 - Feb 19, 2015		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.88%
Apr 24, 2019 - Dec 28, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.83%
Dec 29, 2021 - Dec 4, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.88%
Jun 18, 2015 - Sep 21, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.76%
Jan 23, 2025 - Jul 23, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.49%
Aug 31, 2018 - Feb 20, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.13%
Feb 12, 2021 - Jun 2, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.45%
Oct 31, 2025 - Feb 9, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.31%
Feb 21, 2017 - Jul 25, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.00%
Mar 12, 2018 - Jul 12, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.46%
Dec 6, 2024 - Jan 23, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.31%
Jul 25, 2017 - Nov 21, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.97%
Jun 11, 2021 - Nov 2, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.80%
Nov 3, 2021 - Dec 10, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.34%
Mar 19, 2026 - Apr 2, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IDGT and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

IDGT vs SPY dividend yield comparison.

YearIDGTSPY
20260.15%0.24%
20251.17%1.07%
20241.64%1.21%
20230.37%1.40%
20220.30%1.65%
20210.28%1.20%
20200.60%1.52%
20190.42%1.75%
20180.65%2.04%
20170.57%1.80%
20160.75%2.03%
20150.72%2.06%
20140.50%1.87%
20130.38%1.81%
20122.46%2.18%
20110.30%2.05%
20100.08%1.80%
20090.33%1.95%
20080.26%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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