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AIPO vs. DTCR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AIPO vs. DTCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance AI & Power Infrastructure ETF (AIPO) and Global X Data Center & Digital Infrastructure ETF (DTCR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with AIPO having a 29.43% return and DTCR slightly higher at 30.53%.


AIPO

1D
0.63%
1M
-7.73%
6M
16.62%
YTD
29.43%
1Y
42.03%
3Y*
5Y*
10Y*
ALL TIME*
40.92%

DTCR

1D
-0.90%
1M
-3.58%
6M
12.55%
YTD
30.53%
1Y
47.91%
3Y*
27.27%
5Y*
11.34%
10Y*
ALL TIME*
13.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$40.86M$38.41M$47.30M
$22.41M$38.68M$44.72M

AIPO vs. DTCR - Yearly Performance Comparison


Correlation

The correlation between AIPO and DTCR is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.76

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2025

0.75

The correlation between AIPO and DTCR has been stable across timeframes, ranging from 0.75 to 0.76 - a consistent structural relationship.

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Return for Risk

AIPO vs. DTCR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AIPO
AIPO Risk / Return Rank: 4343
Overall Rank
AIPO Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
AIPO Sortino Ratio Rank: 4242
Sortino Ratio Rank
AIPO Omega Ratio Rank: 4141
Omega Ratio Rank
AIPO Calmar Ratio Rank: 4545
Calmar Ratio Rank
AIPO Martin Ratio Rank: 4747
Martin Ratio Rank

DTCR
DTCR Risk / Return Rank: 7474
Overall Rank
DTCR Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
DTCR Sortino Ratio Rank: 7676
Sortino Ratio Rank
DTCR Omega Ratio Rank: 7373
Omega Ratio Rank
DTCR Calmar Ratio Rank: 7474
Calmar Ratio Rank
DTCR Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AIPO vs. DTCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance AI & Power Infrastructure ETF (AIPO) and Global X Data Center & Digital Infrastructure ETF (DTCR). 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.


AIPODTCRDifference
Sharpe ratioReturn per unit of total volatility

-0.79

Sortino ratioReturn per unit of downside risk

-0.91

Omega ratioGain probability vs. loss probability

1.19

1.30

-0.11

Calmar ratioReturn relative to maximum drawdown

1.61

2.55

-0.94

Martin ratioReturn relative to average drawdown

5.40

8.11

-2.72

AIPO vs. DTCR - Sharpe Ratio Comparison

The current AIPO Sharpe Ratio is 1.05, which is lower than the DTCR Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of AIPO and DTCR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AIPO vs. DTCR - Drawdown Comparison

The maximum AIPO drawdown since its inception was -24.36%, smaller than the maximum DTCR drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for AIPO and DTCR.


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Drawdown Indicators


AIPODTCRDifference

Max Drawdown

Largest peak-to-trough decline

-24.36%

-38.98%

+14.62%

Max Drawdown (1Y)

Largest decline over 1 year

-24.36%

-17.88%

-6.48%

Max Drawdown (3Y)

Largest decline over 3 years

-24.96%

Max Drawdown (5Y)

Largest decline over 5 years

-38.98%

Current Drawdown

Current decline from peak

-17.66%

-15.15%

-2.51%

Average Drawdown

Average peak-to-trough decline

-5.28%

-12.26%

+6.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.27%

5.62%

+1.65%

Volatility

AIPO vs. DTCR - Volatility Comparison

Defiance AI & Power Infrastructure ETF (AIPO) has a higher volatility of 14.51% compared to Global X Data Center & Digital Infrastructure ETF (DTCR) at 8.80%. This indicates that AIPO's price experiences larger fluctuations and is considered to be riskier than DTCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AIPODTCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.51%

8.80%

+5.71%

Volatility (6M)

Calculated over the trailing 6-month period

29.84%

19.77%

+10.07%

Volatility (1Y)

Calculated over the trailing 1-year period

37.46%

24.75%

+12.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.20%

22.50%

+14.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.20%

22.25%

+14.95%

AIPO vs. DTCR - Expense Ratio Comparison

AIPO has a 0.69% expense ratio, which is higher than DTCR's 0.50% expense ratio.


Dividends

AIPO vs. DTCR - Dividend Comparison

AIPO's dividend yield for the trailing twelve months is around 0.01%, less than DTCR's 0.90% yield.


PositionTTM202520242023202220212020
AIPO
Defiance AI & Power Infrastructure ETF
0.01%0.01%0.00%0.00%0.00%0.00%0.00%
DTCR
Global X Data Center & Digital Infrastructure ETF
0.90%1.10%1.72%1.18%2.57%1.27%0.30%

Frequently Asked Questions


AIPO and DTCR have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AIPO has higher volatility (14.51%) compared to DTCR (8.80%). In terms of maximum drawdown, AIPO dropped -24.36% vs DTCR's -38.98%.

On 1-year performance, DTCR leads with 47.91% vs 42.03% for AIPO. On fees, DTCR is cheaper at 0.50% per year. On volatility, DTCR has been the lower-risk option at 8.80%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DTCR has performed better with a 47.91% return vs 42.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DTCR is cheaper with a 0.50% expense ratio, compared with 0.69% for AIPO.

DTCR has the higher dividend yield at 0.90%, compared with 0.01% for AIPO.

AIPO is categorized as Artificial Intelligence, while DTCR is REIT. AIPO tracks MarketVector™ US Listed AI and Power Infrastructure Index, while DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index. They also come from different issuers: Defiance and Global X. Their fees differ too: 0.69% for AIPO and 0.50% for DTCR.

DTCR currently has the higher Sharpe Ratio (1.84 vs 1.05), 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.

Portfolio Optimizer

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