DTCR vs. VYM
DTCR (Global X Data Center & Digital Infrastructure ETF) and VYM (Vanguard High Dividend Yield ETF) are both exchange-traded funds - DTCR is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index, while VYM is a Dividend fund tracking the FTSE High Dividend Yield Index. Both are passively managed. Over the past 5 years, DTCR returned 14.12%/yr vs 11.59%/yr for VYM. A 0.53 correlation means they provide meaningful diversification when combined. DTCR charges 0.50%/yr vs 0.04%/yr for VYM.
Performance
DTCR vs. VYM - Performance Comparison
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Returns By Period
In the year-to-date period, DTCR achieves a 47.68% return, which is significantly higher than VYM's 12.37% return.
DTCR
- 1D
- 0.23%
- 1M
- 1.80%
- YTD
- 47.68%
- 6M
- 48.56%
- 1Y
- 76.02%
- 3Y*
- 33.82%
- 5Y*
- 14.12%
- 10Y*
- —
VYM
- 1D
- 0.80%
- 1M
- 1.97%
- YTD
- 12.37%
- 6M
- 11.19%
- 1Y
- 25.94%
- 3Y*
- 18.06%
- 5Y*
- 11.59%
- 10Y*
- 11.95%
DTCR vs. VYM - 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% |
VYM Vanguard High Dividend Yield ETF | 12.37% | 15.42% | 17.60% | 6.57% | -0.43% | 26.20% | 17.05% |
Correlation
The correlation between DTCR and VYM is 0.50, 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 | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2020 | 0.53 |
The correlation between DTCR and VYM has been stable across timeframes, ranging from 0.50 to 0.58 - a consistent structural relationship.
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Return for Risk
DTCR vs. VYM — Risk / Return Rank
DTCR
VYM
DTCR vs. VYM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Data Center & Digital Infrastructure ETF (DTCR) and Vanguard High Dividend Yield ETF (VYM). 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 | VYM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.42 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.64 | 3.70 | +1.93 |
| Martin ratioReturn relative to average drawdown | 17.40 | 13.81 | +3.59 |
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Drawdowns
DTCR vs. VYM - Drawdown Comparison
The maximum DTCR drawdown since its inception was -38.98%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for DTCR and VYM.
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Drawdown Indicators
| DTCR | VYM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -56.98% | +18.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.89% | -6.69% | -6.20% |
Max Drawdown (3Y)Largest decline over 3 years | -24.96% | -14.46% | -10.50% |
Max Drawdown (5Y)Largest decline over 5 years | -38.98% | -15.84% | -23.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.21% | — |
Current DrawdownCurrent decline from peak | -3.92% | -0.52% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -7.18% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.17% | 1.80% | +2.37% |
Volatility
DTCR vs. VYM - Volatility Comparison
Global X Data Center & Digital Infrastructure ETF (DTCR) has a higher volatility of 9.32% compared to Vanguard High Dividend Yield ETF (VYM) at 3.31%. This indicates that DTCR's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTCR | VYM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.32% | 3.31% | +6.01% |
Volatility (6M)Calculated over the trailing 6-month period | 18.44% | 7.81% | +10.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 10.47% | +12.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 13.99% | +8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.06% | 16.35% | +5.71% |
DTCR vs. VYM - Expense Ratio Comparison
DTCR has a 0.50% expense ratio, which is higher than VYM's 0.04% expense ratio.
Dividends
DTCR vs. VYM - Dividend Comparison
DTCR's dividend yield for the trailing twelve months is around 0.74%, less than VYM's 2.19% 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% |
VYM Vanguard High Dividend Yield ETF | 2.19% | 2.44% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% |
Frequently Asked Questions
DTCR and VYM have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTCR has higher volatility (9.32%) compared to VYM (3.31%). In terms of maximum drawdown, DTCR dropped -38.98% vs VYM's -56.98%.
On 5-year performance, DTCR leads with 14.12% vs 11.59% for VYM. On fees, VYM is cheaper at 0.04% per year. On volatility, VYM has been the lower-risk option at 3.31%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DTCR has performed better with a 14.12% return vs 11.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VYM is cheaper with a 0.04% expense ratio, compared with 0.50% for DTCR.
VYM has the higher dividend yield at 2.19%, compared with 0.74% for DTCR.
DTCR is categorized as REIT, while VYM is Dividend. DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index, while VYM tracks FTSE High Dividend Yield Index. They also come from different issuers: Global X and Vanguard. Their fees differ too: 0.50% for DTCR and 0.04% for VYM.
DTCR currently has the higher Sharpe Ratio (3.16 vs 2.37), 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.
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