EFRA vs. DTCR

Last updated Jun 3, 2026

EFRA (iShares Environmental Infrastructure and Industrials ETF) and DTCR (Global X Data Center & Digital Infrastructure ETF) are both exchange-traded funds - EFRA is a Industrials 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 11.06%/yr vs 36.66%/yr for DTCR. A 0.62 correlation means they provide meaningful diversification when combined. EFRA charges 0.47%/yr vs 0.50%/yr for DTCR.

Performance

EFRA vs. DTCR - Performance Comparison

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

Returns By Period

In the year-to-date period, EFRA achieves a 4.54% return, which is significantly lower than DTCR's 53.70% return.

EFRA

• 1D: 0.66%
• 1M: -2.15%
• YTD: 4.54%
• 6M: 5.64%
• 1Y: 10.48%
• 3Y*: 11.06%
• 5Y*: —
• 10Y*: —

DTCR

• 1D: 2.14%
• 1M: 12.21%
• YTD: 53.70%
• 6M: 57.07%
• 1Y: 87.06%
• 3Y*: 36.66%
• 5Y*: 15.92%
• 10Y*: —

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

EFRA vs. DTCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
EFRA iShares Environmental Infrastructure and Industrials ETF	4.54%	13.76%	8.09%	14.49%	7.48%
DTCR Global X Data Center & Digital Infrastructure ETF	53.70%	28.99%	14.92%	18.93%	7.46%

Correlation

The correlation between EFRA and DTCR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.49
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (All Time) Calculated using the full available price history since Nov 4, 2022	0.62

The correlation between EFRA and DTCR shifts across timeframes, from 0.49 (1 year) to 0.62 (all time), reflecting how their relationship changes across market environments.

EFRA vs. DTCR - Sectors Allocation Comparison

Sectors	EFRA	DTCR
Industrials	61.8%	-
Utilities	24.1%	-
Consumer Cyclical	6.3%	-
Basic Materials	4.4%	-
Technology	2.7%	40.8%
Communication Services	-	2.5%
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	-
Real Estate	-	56.8%

Return for Risk

EFRA vs. DTCR — Risk / Return Rank

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

EFRA

EFRA Risk / Return Rank: 21
EFRA Sharpe Ratio Rank: 22
EFRA Sortino Ratio Rank: 22
EFRA Omega Ratio Rank: 21
EFRA Calmar Ratio Rank: 20
EFRA Martin Ratio Rank: 21

DTCR

DTCR Risk / Return Rank: 93
DTCR Sharpe Ratio Rank: 95
DTCR Sortino Ratio Rank: 94
DTCR Omega Ratio Rank: 92
DTCR Calmar Ratio Rank: 94
DTCR 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.

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.

	EFRA	DTCR	Difference
Sharpe ratio Return per unit of total volatility	0.75	4.01	-3.26
Sortino ratio Return per unit of downside risk	1.16	4.81	-3.65
Omega ratio Gain probability vs. loss probability	1.14	1.62	-0.49
Calmar ratio Return relative to maximum drawdown	0.92	7.02	-6.11
Martin ratio Return relative to average drawdown	2.69	22.13	-19.45
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EFRA vs. DTCR - Sharpe Ratio Comparison

The current EFRA Sharpe Ratio is 0.75, which is lower than the DTCR Sharpe Ratio of 4.01. The chart below compares the historical Sharpe Ratios of EFRA 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.

Sharpe Ratios by Period

	EFRA	DTCR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.75	4.01	-3.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.73	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.89	0.77	+0.12

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.

Drawdown Indicators

	EFRA	DTCR	Difference
Max Drawdown Largest peak-to-trough decline	-16.25%	-38.98%	+22.73%
Max Drawdown (1Y) Largest decline over 1 year	-11.20%	-12.89%	+1.69%
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 Drawdown Current decline from peak	-7.36%	0.00%	-7.36%
Average Drawdown Average peak-to-trough decline	-3.63%	-12.38%	+8.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.83%	4.09%	-0.26%

Volatility

EFRA vs. DTCR - Volatility Comparison

The current volatility for iShares Environmental Infrastructure and Industrials ETF (EFRA) is 4.42%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 7.05%. 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.

Volatility by Period

	EFRA	DTCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.42%	7.05%	-2.63%
Volatility (6M) Calculated over the trailing 6-month period	11.21%	16.92%	-5.71%
Volatility (1Y) Calculated over the trailing 1-year period	14.02%	21.88%	-7.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.52%	21.83%	-6.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.52%	21.90%	-6.38%

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 4.15%, more than DTCR's 0.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
DTCR Global X Data Center & Digital Infrastructure ETF	0.72%	1.10%	1.72%	1.18%	2.57%	1.27%	0.30%
EFRA iShares Environmental Infrastructure and Industrials ETF	4.15%	4.34%	3.79%	1.85%	0.14%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EFRA and DTCR in my portfolio?

EFRA and DTCR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EFRA or DTCR?

DTCR has higher volatility (7.05%) compared to EFRA (4.42%). In terms of maximum drawdown, EFRA dropped -16.25% vs DTCR's -38.98%.

Which ETF is better, EFRA or DTCR?

On 3-year performance, DTCR leads with 36.66% vs 11.06% for EFRA. On fees, EFRA is cheaper at 0.47% per year. On volatility, EFRA has been the lower-risk option at 4.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EFRA or DTCR?

Over the 3-year period, DTCR has performed better with a 36.66% return vs 11.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EFRA or DTCR?

EFRA is cheaper with a 0.47% expense ratio, compared with 0.50% for DTCR.

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

EFRA has the higher dividend yield at 4.15%, compared with 0.72% for DTCR.

What is the main difference between EFRA and DTCR?

EFRA is categorized as Industrials 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.

Which has better risk-adjusted returns?

DTCR currently has the higher Sharpe Ratio (4.01 vs 0.75), 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.