DTCR vs. IDGT

Last updated Jun 12, 2026

DTCR (Global X Data Center & Digital Infrastructure ETF) and IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) are both exchange-traded funds - DTCR is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index, while IDGT is a Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross. Both are passively managed. Over the past 5 years, DTCR returned 14.07%/yr vs 11.81%/yr for IDGT. A 0.66 correlation means they provide meaningful diversification when combined. DTCR charges 0.50%/yr vs 0.41%/yr for IDGT.

Performance

DTCR vs. IDGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Data Center & Digital Infrastructure ETF (DTCR) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with DTCR having a 47.35% return and IDGT slightly lower at 46.43%.

DTCR

• 1D: 3.56%
• 1M: 2.47%
• YTD: 47.35%
• 6M: 44.46%
• 1Y: 72.74%
• 3Y*: 34.25%
• 5Y*: 14.07%
• 10Y*: —

IDGT

• 1D: 2.94%
• 1M: 4.01%
• YTD: 46.43%
• 6M: 41.39%
• 1Y: 55.59%
• 3Y*: 22.71%
• 5Y*: 11.81%
• 10Y*: 14.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DTCR vs. IDGT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
DTCR Global X Data Center & Digital Infrastructure ETF	47.35%	28.99%	14.92%	18.93%	-30.89%	20.35%	6.60%
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	46.43%	6.79%	26.71%	-6.09%	-17.90%	42.14%	25.82%

Correlation

The correlation between DTCR and IDGT is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.69
Correlation (All Time) Calculated using the full available price history since Oct 29, 2020	0.66

The correlation between DTCR and IDGT has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.

DTCR vs. IDGT - Sectors Allocation Comparison

Sectors	DTCR	IDGT
Real Estate	56.8%	33.7%
Technology	40.8%	61.4%
Communication Services	2.5%	4.7%
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	-
Industrials	-	-
Utilities	-	-

Return for Risk

DTCR vs. IDGT — Risk / Return Rank

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

DTCR

DTCR Risk / Return Rank: 92
DTCR Sharpe Ratio Rank: 95
DTCR Sortino Ratio Rank: 92
DTCR Omega Ratio Rank: 91
DTCR Calmar Ratio Rank: 93
DTCR Martin Ratio Rank: 90

IDGT

IDGT Risk / Return Rank: 90
IDGT Sharpe Ratio Rank: 91
IDGT Sortino Ratio Rank: 87
IDGT Omega Ratio Rank: 86
IDGT Calmar Ratio Rank: 94
IDGT Martin Ratio Rank: 91

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.

DTCR vs. IDGT - Risk-Adjusted Trends Comparison

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

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.

	DTCR	IDGT	Difference
Sharpe ratio: Return per unit of total volatility	3.18	2.62	+0.56
Sortino ratio: Return per unit of downside risk	3.85	3.32	+0.53
Omega ratio: Gain probability vs. loss probability	1.51	1.44	+0.06
Calmar ratio: Return relative to maximum drawdown	5.67	6.19	-0.52
Martin ratio: Return relative to average drawdown	17.54	18.75	-1.21

DTCR vs. IDGT - Sharpe Ratio Comparison

The current DTCR Sharpe Ratio is 3.18, which is comparable to the IDGT Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of DTCR and IDGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DTCR vs. IDGT - Drawdown Comparison

The maximum DTCR drawdown since its inception was -38.98%, smaller than the maximum IDGT drawdown of -77.95%. Use the drawdown chart below to compare losses from any high point for DTCR and IDGT.

Drawdown Indicators

	DTCR	IDGT	Difference
Max Drawdown Largest peak-to-trough decline	-38.98%	-77.95%	+38.97%
Max Drawdown (1Y) Largest decline over 1 year	-12.89%	-9.02%	-3.87%
Max Drawdown (3Y) Largest decline over 3 years	-24.96%	-23.74%	-1.22%
Max Drawdown (5Y) Largest decline over 5 years	-38.98%	-35.83%	-3.15%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.88%	—
Current Drawdown Current decline from peak	-4.13%	-6.35%	+2.22%
Average Drawdown Average peak-to-trough decline	-12.33%	-19.90%	+7.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.16%	2.97%	+1.19%

Volatility

DTCR vs. IDGT - Volatility Comparison

Global X Data Center & Digital Infrastructure ETF (DTCR) and iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) have volatilities of 9.40% and 9.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DTCR	IDGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.40%	9.11%	+0.29%
Volatility (6M) Calculated over the trailing 6-month period	18.47%	17.60%	+0.87%
Volatility (1Y) Calculated over the trailing 1-year period	22.99%	21.32%	+1.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.05%	23.35%	-1.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.06%	23.36%	-1.30%

DTCR vs. IDGT - Expense Ratio Comparison

DTCR has a 0.50% expense ratio, which is higher than IDGT's 0.41% expense ratio.

Dividends

DTCR vs. IDGT - Dividend Comparison

DTCR's dividend yield for the trailing twelve months is around 0.75%, less than IDGT's 0.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTCR Global X Data Center & Digital Infrastructure ETF	0.75%	1.10%	1.72%	1.18%	2.57%	1.27%	0.30%	0.00%	0.00%	0.00%	0.00%	0.00%
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF	0.76%	1.17%	1.64%	0.37%	0.30%	0.28%	0.60%	0.42%	0.65%	0.57%	0.75%	0.72%

Frequently Asked Questions

Can I hold both DTCR and IDGT in my portfolio?

DTCR and IDGT have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DTCR or IDGT?

DTCR has higher volatility (9.40%) compared to IDGT (9.11%). In terms of maximum drawdown, DTCR dropped -38.98% vs IDGT's -77.95%.

Which ETF is better, DTCR or IDGT?

On 5-year performance, DTCR leads with 14.07% vs 11.81% for IDGT. On fees, IDGT is cheaper at 0.41% per year. On volatility, IDGT has been the lower-risk option at 9.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DTCR or IDGT?

Over the 5-year period, DTCR has performed better with a 14.07% return vs 11.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DTCR or IDGT?

IDGT is cheaper with a 0.41% expense ratio, compared with 0.50% for DTCR.

Which ETF pays a higher dividend yield, DTCR or IDGT?

IDGT has the higher dividend yield at 0.76%, compared with 0.75% for DTCR.

What is the main difference between DTCR and IDGT?

DTCR is categorized as REIT, while IDGT is Technology Equities. DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index, while IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross. They also come from different issuers: Global X and iShares. Their fees differ too: 0.50% for DTCR and 0.41% for IDGT.

Which has better risk-adjusted returns?

DTCR currently has the higher Sharpe Ratio (3.18 vs 2.62), 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.