SHOC vs. DTCR
SHOC (Strive U.S. Semiconductor ETF) and DTCR (Global X Data Center & Digital Infrastructure ETF) are both exchange-traded funds - SHOC is a Semiconductors fund tracking the Bloomberg US Listed Semiconductors Select 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, SHOC returned 40.54%/yr vs 27.27%/yr for DTCR. Their 0.66 correlation means they have sometimes moved together and sometimes differently. SHOC charges 0.40%/yr vs 0.50%/yr for DTCR.
Performance
SHOC vs. DTCR - Performance Comparison
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Returns By Period
In the year-to-date period, SHOC achieves a 46.90% return, which is significantly higher than DTCR's 30.53% return.
SHOC
- 1D
- 0.16%
- 1M
- -7.69%
- 6M
- 32.26%
- YTD
- 46.90%
- 1Y
- 85.23%
- 3Y*
- 40.54%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 44.63%
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 | |
| $1.25M | $1.87M | $2.57M |
SHOC vs. DTCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SHOC Strive U.S. Semiconductor ETF | 46.90% | 49.91% | 16.74% | 61.97% | -1.79% |
DTCR Global X Data Center & Digital Infrastructure ETF | 30.53% | 28.99% | 14.92% | 18.93% | 1.85% |
Correlation
The correlation between SHOC and DTCR is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2022 | 0.66 |
The correlation between SHOC and DTCR shifts across timeframes, from 0.65 (3 years) to 0.77 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SHOC vs. DTCR — Risk / Return Rank
SHOC
DTCR
SHOC vs. DTCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive U.S. Semiconductor ETF (SHOC) 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.
| SHOC | DTCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.30 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.29 | 2.55 | +0.74 |
| Martin ratioReturn relative to average drawdown | 13.55 | 8.11 | +5.44 |
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Drawdowns
SHOC vs. DTCR - Drawdown Comparison
The maximum SHOC drawdown since its inception was -37.54%, roughly equal to the maximum DTCR drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for SHOC and DTCR.
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Drawdown Indicators
| SHOC | DTCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.54% | -38.98% | +1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -25.20% | -17.88% | -7.32% |
Max Drawdown (3Y)Largest decline over 3 years | -37.54% | -24.96% | -12.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.98% | — |
Current DrawdownCurrent decline from peak | -19.15% | -15.15% | -4.00% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -12.26% | +4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 5.62% | +0.49% |
Volatility
SHOC vs. DTCR - Volatility Comparison
Strive U.S. Semiconductor ETF (SHOC) has a higher volatility of 16.48% compared to Global X Data Center & Digital Infrastructure ETF (DTCR) at 8.80%. This indicates that SHOC's price experiences larger fluctuations and is considered to be riskier 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
| SHOC | DTCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.48% | 8.80% | +7.68% |
Volatility (6M)Calculated over the trailing 6-month period | 34.09% | 19.77% | +14.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.12% | 24.75% | +15.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.87% | 22.50% | +14.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.87% | 22.25% | +14.62% |
SHOC vs. DTCR - Expense Ratio Comparison
SHOC has a 0.40% expense ratio, which is lower than DTCR's 0.50% expense ratio.
Dividends
SHOC vs. DTCR - Dividend Comparison
SHOC's dividend yield for the trailing twelve months is around 0.14%, less 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% |
SHOC Strive U.S. Semiconductor ETF | 0.14% | 0.23% | 0.35% | 0.65% | 0.24% | 0.00% | 0.00% |
Frequently Asked Questions
SHOC and DTCR have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SHOC has higher volatility (16.48%) compared to DTCR (8.80%). In terms of maximum drawdown, SHOC dropped -37.54% vs DTCR's -38.98%.
On 3-year performance, SHOC leads with 40.54% vs 27.27% for DTCR. On fees, SHOC is cheaper at 0.40% per year. On volatility, DTCR has been the lower-risk option at 8.80%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SHOC has performed better with a 40.54% return vs 27.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SHOC is cheaper with a 0.40% expense ratio, compared with 0.50% for DTCR.
DTCR has the higher dividend yield at 0.90%, compared with 0.14% for SHOC.
SHOC is categorized as Semiconductors, while DTCR is REIT. SHOC tracks Bloomberg US Listed Semiconductors Select Index, while DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index. They also come from different issuers: Strive and Global X. Their fees differ too: 0.40% for SHOC and 0.50% for DTCR.
SHOC currently has the higher Sharpe Ratio (2.07 vs 1.84), 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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