EFRA vs. DTCR
Compare and contrast key facts about iShares Environmental Infrastructure and Industrials ETF (EFRA) and Global X Data Center & Digital Infrastructure ETF (DTCR).
EFRA and DTCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EFRA is a passively managed fund by iShares that tracks the performance of the FTSE Green Revenues Select Infrastructure and Industrials Index - USD - Benchmark TR Net. It was launched on Nov 1, 2022. DTCR is a passively managed fund by Global X that tracks the performance of the Solactive Data Center REITs & Digital Infrastructure Index. It was launched on Oct 27, 2020. Both EFRA and DTCR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFRA or DTCR.
Correlation
The correlation between EFRA and DTCR is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EFRA vs. DTCR - Performance Comparison
Key characteristics
EFRA:
0.97
DTCR:
1.37
EFRA:
1.42
DTCR:
1.89
EFRA:
1.18
DTCR:
1.25
EFRA:
1.25
DTCR:
1.21
EFRA:
3.60
DTCR:
5.16
EFRA:
3.52%
DTCR:
5.21%
EFRA:
12.93%
DTCR:
19.64%
EFRA:
-15.74%
DTCR:
-38.98%
EFRA:
-5.95%
DTCR:
0.00%
Returns By Period
In the year-to-date period, EFRA achieves a 1.82% return, which is significantly lower than DTCR's 9.91% return.
EFRA
1.82%
1.70%
-0.08%
9.18%
N/A
N/A
DTCR
9.91%
10.31%
18.46%
21.74%
N/A
N/A
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EFRA vs. DTCR - Expense Ratio Comparison
EFRA has a 0.47% expense ratio, which is lower than DTCR's 0.50% expense ratio.
Risk-Adjusted Performance
EFRA vs. DTCR — Risk-Adjusted Performance Rank
EFRA
DTCR
EFRA vs. DTCR - Risk-Adjusted Performance 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.
Dividends
EFRA vs. DTCR - Dividend Comparison
EFRA's dividend yield for the trailing twelve months is around 3.72%, more than DTCR's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
EFRA iShares Environmental Infrastructure and Industrials ETF | 3.72% | 3.79% | 1.85% | 0.14% | 0.00% | 0.00% |
DTCR Global X Data Center & Digital Infrastructure ETF | 1.56% | 1.72% | 1.18% | 2.56% | 1.27% | 0.30% |
Drawdowns
EFRA vs. DTCR - Drawdown Comparison
The maximum EFRA drawdown since its inception was -15.74%, 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. For additional features, visit the drawdowns tool.
Volatility
EFRA vs. DTCR - Volatility Comparison
The current volatility for iShares Environmental Infrastructure and Industrials ETF (EFRA) is 3.77%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 7.84%. 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.