EFRA vs. DTCR
EFRA (iShares Environmental Infrastructure and Industrials ETF) and DTCR (Global X Data Center & Digital Infrastructure ETF) are both exchange-traded funds - EFRA is a Infrastructure Equities fund tracking the FTSE Green Revenues Select Infrastructure and Industrials Index, while DTCR is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index. Both are passively managed. Over the past 3 years, EFRA returned 10.86%/yr vs 27.27%/yr for DTCR. Their 0.60 correlation means they have sometimes moved together and sometimes differently. EFRA charges 0.47%/yr vs 0.50%/yr for DTCR.
Performance
EFRA vs. DTCR - Performance Comparison
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Returns By Period
In the year-to-date period, EFRA achieves a 8.79% return, which is significantly lower than DTCR's 30.53% return.
EFRA
- 1D
- -0.12%
- 1M
- -0.30%
- 6M
- 2.85%
- YTD
- 8.79%
- 1Y
- 13.03%
- 3Y*
- 10.86%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.61%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $22.41M | $38.68M | $44.72M | |
| $16.94K | $33.04K | $24.90K |
EFRA vs. DTCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EFRA iShares Environmental Infrastructure and Industrials ETF | 8.79% | 13.76% | 8.09% | 14.49% | 8.75% |
DTCR Global X Data Center & Digital Infrastructure ETF | 30.53% | 28.99% | 14.92% | 18.93% | 8.17% |
Correlation
The correlation between EFRA and DTCR is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2022 | 0.60 |
The correlation between EFRA and DTCR shifts across timeframes, from 0.44 (1 year) to 0.60 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EFRA vs. DTCR — Risk / Return Rank
EFRA
DTCR
EFRA vs. DTCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Environmental Infrastructure and Industrials ETF (EFRA) 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.
| EFRA | DTCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.55 | -1.41 |
| Martin ratioReturn relative to average drawdown | 2.95 | 8.11 | -5.17 |
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Drawdowns
EFRA vs. DTCR - Drawdown Comparison
The maximum EFRA drawdown since its inception was -16.25%, smaller than the maximum DTCR drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for EFRA and DTCR.
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Drawdown Indicators
| EFRA | DTCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.25% | -38.98% | +22.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -17.88% | +6.68% |
Max Drawdown (3Y)Largest decline over 3 years | -16.25% | -24.96% | +8.71% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.98% | — |
Current DrawdownCurrent decline from peak | -3.59% | -15.15% | +11.56% |
Average DrawdownAverage peak-to-trough decline | -3.68% | -12.26% | +8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 5.62% | -1.27% |
Volatility
EFRA vs. DTCR - Volatility Comparison
The current volatility for iShares Environmental Infrastructure and Industrials ETF (EFRA) is 4.18%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 8.80%. This indicates that EFRA experiences smaller price fluctuations and is considered to be less risky 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
| EFRA | DTCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 8.80% | -4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 19.77% | -7.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 24.75% | -9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 22.50% | -6.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.55% | 22.25% | -6.70% |
EFRA vs. DTCR - Expense Ratio Comparison
EFRA has a 0.47% expense ratio, which is lower than DTCR's 0.50% expense ratio.
Dividends
EFRA vs. DTCR - Dividend Comparison
EFRA's dividend yield for the trailing twelve months is around 4.05%, more than DTCR's 0.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
DTCR Global X Data Center & Digital Infrastructure ETF | 0.90% | 1.10% | 1.72% | 1.18% | 2.57% | 1.27% | 0.30% |
EFRA iShares Environmental Infrastructure and Industrials ETF | 4.05% | 4.34% | 3.79% | 1.85% | 0.14% | 0.00% | 0.00% |
Frequently Asked Questions
EFRA and DTCR have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTCR has higher volatility (8.80%) compared to EFRA (4.18%). In terms of maximum drawdown, EFRA dropped -16.25% vs DTCR's -38.98%.
On 3-year performance, DTCR leads with 27.27% vs 10.86% for EFRA. On fees, EFRA is cheaper at 0.47% per year. On volatility, EFRA has been the lower-risk option at 4.18%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DTCR has performed better with a 27.27% return vs 10.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EFRA is cheaper with a 0.47% expense ratio, compared with 0.50% for DTCR.
EFRA has the higher dividend yield at 4.05%, compared with 0.90% for DTCR.
EFRA is categorized as Infrastructure Equities, while DTCR is REIT. EFRA tracks FTSE Green Revenues Select Infrastructure and Industrials Index, while DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.47% for EFRA and 0.50% for DTCR.
DTCR currently has the higher Sharpe Ratio (1.84 vs 0.86), 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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