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IRET vs. DTCR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IRET vs. DTCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iREIT MarketVector Quality REIT Index ETF (IRET) and Global X Data Center & Digital Infrastructure ETF (DTCR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IRET

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

DTCR

1D
-3.02%
1M
3.31%
YTD
49.19%
6M
51.34%
1Y
73.85%
3Y*
35.46%
5Y*
14.82%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IRET vs. DTCR - Yearly Performance Comparison


2026 (YTD)20252024
IRET
iREIT MarketVector Quality REIT Index ETF
14.33%-0.94%2.95%
DTCR
Global X Data Center & Digital Infrastructure ETF
49.19%28.99%7.11%

Correlation

The correlation between IRET and DTCR is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Mar 6, 2024

0.40

The correlation between IRET and DTCR shifts across timeframes, from 0.22 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IRET vs. DTCR — Risk / Return Rank

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

IRET

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


DTCR
DTCR Risk / Return Rank: 8989
Overall Rank
DTCR Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DTCR Sortino Ratio Rank: 8888
Sortino Ratio Rank
DTCR Omega Ratio Rank: 8686
Omega Ratio Rank
DTCR Calmar Ratio Rank: 9292
Calmar Ratio Rank
DTCR Martin Ratio Rank: 8686
Martin Ratio Rank
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.

IRET vs. DTCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iREIT MarketVector Quality REIT Index ETF (IRET) 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.


IRETDTCRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.51

Calmar ratioReturn relative to maximum drawdown

5.76

Martin ratioReturn relative to average drawdown

17.72

IRET vs. DTCR - Sharpe Ratio Comparison


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Drawdowns

IRET vs. DTCR - Drawdown Comparison


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Drawdown Indicators


IRETDTCRDifference

Max Drawdown

Largest peak-to-trough decline

-38.98%

Max Drawdown (1Y)

Largest decline over 1 year

-12.89%

Max Drawdown (3Y)

Largest decline over 3 years

-24.96%

Max Drawdown (5Y)

Largest decline over 5 years

-38.98%

Current Drawdown

Current decline from peak

-3.02%

Average Drawdown

Average peak-to-trough decline

-12.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

Volatility

IRET vs. DTCR - Volatility Comparison


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Volatility by Period


IRETDTCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.71%

Volatility (6M)

Calculated over the trailing 6-month period

18.51%

Volatility (1Y)

Calculated over the trailing 1-year period

23.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.10%

IRET vs. DTCR - Expense Ratio Comparison

IRET has a 0.60% expense ratio, which is higher than DTCR's 0.50% expense ratio.


Dividends

IRET vs. DTCR - Dividend Comparison

IRET's dividend yield for the trailing twelve months is around 3.79%, more than DTCR's 0.74% yield.


PositionTTM202520242023202220212020
DTCR
Global X Data Center & Digital Infrastructure ETF
0.74%1.10%1.72%1.18%2.57%1.27%0.30%
IRET
iREIT MarketVector Quality REIT Index ETF
3.79%5.14%3.52%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IRET and DTCR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DTCR is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DTCR is cheaper with a 0.50% expense ratio, compared with 0.60% for IRET.

IRET has the higher dividend yield at 3.79%, compared with 0.74% for DTCR.

IRET tracks iREIT MarketVector Quality REIT Index, while DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index. They also come from different issuers: iREIT and Global X. Their fees differ too: 0.60% for IRET and 0.50% for DTCR.

Portfolio Optimizer

Find the right allocation for IRET and DTCR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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