SHOC vs. DTCR

Last updated Jun 4, 2026

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 - 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 3 years, SHOC returned 53.55%/yr vs 36.32%/yr for DTCR. A 0.65 correlation means they provide meaningful diversification when combined. SHOC charges 0.40%/yr vs 0.50%/yr for DTCR.

Performance

SHOC vs. DTCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive U.S. Semiconductor ETF (SHOC) 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, SHOC achieves a 73.38% return, which is significantly higher than DTCR's 52.56% return.

SHOC

• 1D: 0.94%
• 1M: 25.12%
• YTD: 73.38%
• 6M: 70.44%
• 1Y: 149.45%
• 3Y*: 53.55%
• 5Y*: —
• 10Y*: —

DTCR

• 1D: -0.74%
• 1M: 11.31%
• YTD: 52.56%
• 6M: 54.49%
• 1Y: 84.73%
• 3Y*: 36.32%
• 5Y*: 15.53%
• 10Y*: —

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

SHOC vs. DTCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SHOC Strive U.S. Semiconductor ETF	73.38%	49.91%	16.74%	61.97%	-1.17%
DTCR Global X Data Center & Digital Infrastructure ETF	52.56%	28.99%	14.92%	18.93%	4.70%

Correlation

The correlation between SHOC and DTCR is 0.71, 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	0.71
Correlation (3Y) Calculated over the trailing 3-year period	0.63
Correlation (All Time) Calculated using the full available price history since Oct 7, 2022	0.65

The correlation between SHOC and DTCR has been stable across timeframes, ranging from 0.63 to 0.71 - a consistent structural relationship.

SHOC vs. DTCR - Sectors Allocation Comparison

Sectors	SHOC	DTCR
Technology	100.0%	40.8%
Basic Materials	-	-
Communication Services	-	2.5%
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	56.8%
Utilities	-	-

Return for Risk

SHOC vs. DTCR — Risk / Return Rank

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

SHOC

SHOC Risk / Return Rank: 95
SHOC Sharpe Ratio Rank: 97
SHOC Sortino Ratio Rank: 94
SHOC Omega Ratio Rank: 93
SHOC Calmar Ratio Rank: 97
SHOC Martin Ratio Rank: 96

DTCR

DTCR Risk / Return Rank: 92
DTCR Sharpe Ratio Rank: 95
DTCR Sortino Ratio Rank: 93
DTCR Omega Ratio Rank: 91
DTCR Calmar Ratio Rank: 93
DTCR Martin Ratio Rank: 90

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.

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.

	SHOC	DTCR	Difference
Sharpe ratio: Return per unit of total volatility	4.78	3.90	+0.88
Sortino ratio: Return per unit of downside risk	4.84	4.71	+0.13
Omega ratio: Gain probability vs. loss probability	1.66	1.61	+0.05
Calmar ratio: Return relative to maximum drawdown	10.30	6.61	+3.70
Martin ratio: Return relative to average drawdown	38.30	20.78	+17.52
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SHOC vs. DTCR - Sharpe Ratio Comparison

The current SHOC Sharpe Ratio is 4.78, which is comparable to the DTCR Sharpe Ratio of 3.90. The chart below compares the historical Sharpe Ratios of SHOC 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

	SHOC	DTCR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.78	3.90	+0.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.55	0.76	+0.79

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.

Drawdown Indicators

	SHOC	DTCR	Difference
Max Drawdown Largest peak-to-trough decline	-37.54%	-38.98%	+1.44%
Max Drawdown (1Y) Largest decline over 1 year	-14.59%	-12.89%	-1.70%
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 Drawdown Current decline from peak	0.00%	-0.74%	+0.74%
Average Drawdown Average peak-to-trough decline	-7.47%	-12.37%	+4.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.92%	4.09%	-0.17%

Volatility

SHOC vs. DTCR - Volatility Comparison

Strive U.S. Semiconductor ETF (SHOC) has a higher volatility of 11.47% compared to Global X Data Center & Digital Infrastructure ETF (DTCR) at 7.16%. 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.

Volatility by Period

	SHOC	DTCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.47%	7.16%	+4.31%
Volatility (6M) Calculated over the trailing 6-month period	24.61%	16.92%	+7.69%
Volatility (1Y) Calculated over the trailing 1-year period	31.53%	21.84%	+9.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.16%	21.83%	+13.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.16%	21.90%	+13.26%

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 0.72% 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%
SHOC Strive U.S. Semiconductor ETF	0.14%	0.23%	0.35%	0.65%	0.24%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SHOC and DTCR in my portfolio?

SHOC and DTCR have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SHOC or DTCR?

SHOC has higher volatility (11.47%) compared to DTCR (7.16%). In terms of maximum drawdown, SHOC dropped -37.54% vs DTCR's -38.98%.

Which ETF is better, SHOC or DTCR?

On 3-year performance, SHOC leads with 53.55% vs 36.32% for DTCR. On fees, SHOC is cheaper at 0.40% per year. On volatility, DTCR has been the lower-risk option at 7.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SHOC or DTCR?

Over the 3-year period, SHOC has performed better with a 53.55% return vs 36.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SHOC or DTCR?

SHOC is cheaper with a 0.40% expense ratio, compared with 0.50% for DTCR.

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

DTCR has the higher dividend yield at 0.72%, compared with 0.14% for SHOC.

What is the main difference between SHOC and DTCR?

SHOC is categorized as Semiconductors, while DTCR is REIT. SHOC tracks Bloomberg US Listed Semiconductors Select Index - Benchmark TR Gross, 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.

Which has better risk-adjusted returns?

SHOC currently has the higher Sharpe Ratio (4.78 vs 3.90), 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.