IDGT vs. DTCR
IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) and DTCR (Global X Data Center & Digital Infrastructure ETF) are both exchange-traded funds - IDGT is a Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross, while DTCR is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index. Both are passively managed. Over the past 5 years, IDGT returned 11.98%/yr vs 14.82%/yr for DTCR. A 0.66 correlation means they provide meaningful diversification when combined. IDGT charges 0.41%/yr vs 0.50%/yr for DTCR.
Performance
IDGT vs. DTCR - Performance Comparison
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Returns By Period
In the year-to-date period, IDGT achieves a 45.86% return, which is significantly lower than DTCR's 49.19% return.
IDGT
- 1D
- -1.84%
- 1M
- -0.76%
- YTD
- 45.86%
- 6M
- 44.45%
- 1Y
- 53.87%
- 3Y*
- 24.06%
- 5Y*
- 11.98%
- 10Y*
- 14.39%
DTCR
- 1D
- -3.02%
- 1M
- 3.31%
- YTD
- 49.19%
- 6M
- 51.34%
- 1Y
- 73.85%
- 3Y*
- 35.46%
- 5Y*
- 14.82%
- 10Y*
- —
IDGT vs. DTCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 45.86% | 6.79% | 26.71% | -6.09% | -17.90% | 42.14% | 25.82% |
DTCR Global X Data Center & Digital Infrastructure ETF | 49.19% | 28.99% | 14.92% | 18.93% | -30.89% | 20.35% | 6.60% |
Correlation
The correlation between IDGT and DTCR is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2020 | 0.66 |
The correlation between IDGT and DTCR has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.
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Return for Risk
IDGT vs. DTCR — Risk / Return Rank
IDGT
DTCR
IDGT vs. DTCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) 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.
| IDGT | DTCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.51 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 6.00 | 5.76 | +0.24 |
| Martin ratioReturn relative to average drawdown | 17.17 | 17.72 | -0.55 |
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Drawdowns
IDGT vs. DTCR - Drawdown Comparison
The maximum IDGT drawdown since its inception was -77.95%, which is greater than DTCR's maximum drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for IDGT and DTCR.
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Drawdown Indicators
| IDGT | DTCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.95% | -38.98% | -38.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -12.89% | +3.87% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -24.96% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -35.83% | -38.98% | +3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | — | — |
Current DrawdownCurrent decline from peak | -6.71% | -3.02% | -3.69% |
Average DrawdownAverage peak-to-trough decline | -19.88% | -12.28% | -7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.18% | -1.03% |
Volatility
IDGT vs. DTCR - Volatility Comparison
The current volatility for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) is 9.03%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 9.71%. This indicates that IDGT 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
| IDGT | DTCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.03% | 9.71% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 17.61% | 18.51% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.41% | 23.26% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.35% | 22.15% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.32% | 22.10% | +1.22% |
IDGT vs. DTCR - Expense Ratio Comparison
IDGT has a 0.41% expense ratio, which is lower than DTCR's 0.50% expense ratio.
Dividends
IDGT vs. DTCR - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 0.74%, which matches DTCR's 0.74% 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% |
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 0.74% | 1.17% | 1.64% | 0.37% | 0.30% | 0.28% | 0.60% | 0.42% | 0.65% | 0.57% | 0.75% | 0.72% |
Frequently Asked Questions
IDGT and DTCR have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTCR has higher volatility (9.71%) compared to IDGT (9.03%). In terms of maximum drawdown, IDGT dropped -77.95% vs DTCR's -38.98%.
On 5-year performance, DTCR leads with 14.82% vs 11.98% for IDGT. On fees, IDGT is cheaper at 0.41% per year. On volatility, IDGT has been the lower-risk option at 9.03%. 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 14.82% return vs 11.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IDGT is cheaper with a 0.41% expense ratio, compared with 0.50% for DTCR.
IDGT and DTCR have nearly identical dividend yields, around 0.74%.
IDGT is categorized as Technology Equities, while DTCR is REIT. IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index - Benchmark TR Gross, while DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.41% for IDGT and 0.50% for DTCR.
DTCR currently has the higher Sharpe Ratio (3.19 vs 2.53), 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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