DTCR vs. SOXX

Last updated Jun 13, 2026

DTCR (Global X Data Center & Digital Infrastructure ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - DTCR is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 5 years, DTCR returned 14.12%/yr vs 33.69%/yr for SOXX. A 0.64 correlation means they provide meaningful diversification when combined. DTCR charges 0.50%/yr vs 0.34%/yr for SOXX.

Performance

DTCR vs. SOXX - 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 Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DTCR achieves a 47.68% return, which is significantly lower than SOXX's 98.11% return.

DTCR

• 1D: 0.23%
• 1M: 1.37%
• YTD: 47.68%
• 6M: 48.56%
• 1Y: 72.27%
• 3Y*: 33.82%
• 5Y*: 14.12%
• 10Y*: —

SOXX

• 1D: 1.59%
• 1M: 12.86%
• YTD: 98.11%
• 6M: 99.51%
• 1Y: 164.50%
• 3Y*: 53.00%
• 5Y*: 33.69%
• 10Y*: 35.55%

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

DTCR vs. SOXX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
DTCR Global X Data Center & Digital Infrastructure ETF	47.68%	28.99%	14.92%	18.93%	-30.89%	20.35%	6.60%
SOXX iShares Semiconductor ETF	98.11%	40.74%	12.92%	67.12%	-35.09%	44.09%	25.83%

Correlation

The correlation between DTCR and SOXX is 0.74, 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	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.64
Correlation (5Y) Calculated over the trailing 5-year period	0.65
Correlation (All Time) Calculated using the full available price history since Oct 29, 2020	0.64

The correlation between DTCR and SOXX shifts across timeframes, from 0.64 (all time) to 0.74 (1 year), reflecting how their relationship changes across market environments.

DTCR vs. SOXX - Sectors Allocation Comparison

Sectors	DTCR	SOXX
Real Estate	56.8%	-
Technology	40.8%	100.0%
Communication Services	2.5%	-
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	-
Industrials	-	-
Utilities	-	-

Return for Risk

DTCR vs. SOXX — Risk / Return Rank

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

DTCR

DTCR Risk / Return Rank: 91
DTCR Sharpe Ratio Rank: 94
DTCR Sortino Ratio Rank: 91
DTCR Omega Ratio Rank: 90
DTCR Calmar Ratio Rank: 93
DTCR Martin Ratio Rank: 89

SOXX

SOXX Risk / Return Rank: 96
SOXX Sharpe Ratio Rank: 97
SOXX Sortino Ratio Rank: 94
SOXX Omega Ratio Rank: 94
SOXX Calmar Ratio Rank: 97
SOXX Martin Ratio Rank: 97

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. SOXX - 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 Semiconductor ETF (SOXX). 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	SOXX	Difference
Sharpe ratio: Return per unit of total volatility	3.16	4.43	-1.27
Sortino ratio: Return per unit of downside risk	3.83	4.37	-0.55
Omega ratio: Gain probability vs. loss probability	1.50	1.62	-0.12
Calmar ratio: Return relative to maximum drawdown	5.64	10.50	-4.86
Martin ratio: Return relative to average drawdown	17.40	38.20	-20.80

DTCR vs. SOXX - Sharpe Ratio Comparison

The current DTCR Sharpe Ratio is 3.16, which is comparable to the SOXX Sharpe Ratio of 4.43. The chart below compares the historical Sharpe Ratios of DTCR and SOXX, 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. SOXX - Drawdown Comparison

The maximum DTCR drawdown since its inception was -38.98%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for DTCR and SOXX.

Drawdown Indicators

	DTCR	SOXX	Difference
Max Drawdown Largest peak-to-trough decline	-38.98%	-70.21%	+31.23%
Max Drawdown (1Y) Largest decline over 1 year	-12.89%	-15.77%	+2.88%
Max Drawdown (3Y) Largest decline over 3 years	-24.96%	-41.36%	+16.40%
Max Drawdown (5Y) Largest decline over 5 years	-38.98%	-45.75%	+6.77%
Max Drawdown (10Y) Largest decline over 10 years	—	-45.75%	—
Current Drawdown Current decline from peak	-3.92%	-3.16%	-0.76%
Average Drawdown Average peak-to-trough decline	-12.32%	-19.95%	+7.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.17%	4.33%	-0.16%

Volatility

DTCR vs. SOXX - Volatility Comparison

The current volatility for Global X Data Center & Digital Infrastructure ETF (DTCR) is 9.32%, while iShares Semiconductor ETF (SOXX) has a volatility of 19.42%. This indicates that DTCR experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DTCR	SOXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.32%	19.42%	-10.10%
Volatility (6M) Calculated over the trailing 6-month period	18.44%	31.46%	-13.02%
Volatility (1Y) Calculated over the trailing 1-year period	22.99%	37.35%	-14.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.04%	36.73%	-14.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.06%	33.77%	-11.71%

DTCR vs. SOXX - Expense Ratio Comparison

DTCR has a 0.50% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

DTCR vs. SOXX - Dividend Comparison

DTCR's dividend yield for the trailing twelve months is around 0.74%, more than SOXX's 0.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTCR Global X Data Center & Digital Infrastructure ETF	0.74%	1.10%	1.72%	1.18%	2.57%	1.27%	0.30%	0.00%	0.00%	0.00%	0.00%	0.00%
SOXX iShares Semiconductor ETF	0.28%	0.57%	0.67%	0.78%	1.26%	0.64%	0.81%	1.23%	1.37%	0.90%	1.08%	1.29%

Frequently Asked Questions

Can I hold both DTCR and SOXX in my portfolio?

DTCR and SOXX have a correlation of 0.74, 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 SOXX?

SOXX has higher volatility (19.42%) compared to DTCR (9.32%). In terms of maximum drawdown, DTCR dropped -38.98% vs SOXX's -70.21%.

Which ETF is better, DTCR or SOXX?

On 5-year performance, SOXX leads with 33.69% vs 14.12% for DTCR. On fees, SOXX is cheaper at 0.34% per year. On volatility, DTCR has been the lower-risk option at 9.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DTCR or SOXX?

Over the 5-year period, SOXX has performed better with a 33.69% return vs 14.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DTCR or SOXX?

SOXX is cheaper with a 0.34% expense ratio, compared with 0.50% for DTCR.

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

DTCR has the higher dividend yield at 0.74%, compared with 0.28% for SOXX.

What is the main difference between DTCR and SOXX?

DTCR is categorized as REIT, while SOXX is Semiconductors. DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index, while SOXX tracks NYSE Semiconductor Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.50% for DTCR and 0.34% for SOXX.

Which has better risk-adjusted returns?

SOXX currently has the higher Sharpe Ratio (4.43 vs 3.16), 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.