PortfoliosLab logoPortfoliosLab logo
SRHR vs. DTCR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SRHR vs. DTCR - Performance Comparison

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

Loading graphics...

SRHR vs. DTCR - Yearly Performance Comparison


2026 (YTD)202520242023
SRHR
SRH REIT Covered Call ETF
0.87%-0.91%3.94%15.82%
DTCR
Global X Data Center & Digital Infrastructure ETF
15.36%28.99%14.92%14.21%

Returns By Period

In the year-to-date period, SRHR achieves a 0.87% return, which is significantly lower than DTCR's 15.36% return.


SRHR

1D
-0.00%
1M
-6.31%
YTD
0.87%
6M
-1.98%
1Y
-0.43%
3Y*
5Y*
10Y*

DTCR

1D
1.59%
1M
-3.95%
YTD
15.36%
6M
17.66%
1Y
49.61%
3Y*
24.54%
5Y*
10.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SRHR vs. DTCR - Expense Ratio Comparison

SRHR has a 0.75% expense ratio, which is higher than DTCR's 0.50% expense ratio.


Return for Risk

SRHR vs. DTCR — Risk / Return Rank

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

SRHR
SRHR Risk / Return Rank: 1111
Overall Rank
SRHR Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
SRHR Sortino Ratio Rank: 1010
Sortino Ratio Rank
SRHR Omega Ratio Rank: 1111
Omega Ratio Rank
SRHR Calmar Ratio Rank: 1111
Calmar Ratio Rank
SRHR Martin Ratio Rank: 1111
Martin Ratio Rank

DTCR
DTCR Risk / Return Rank: 9191
Overall Rank
DTCR Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
DTCR Sortino Ratio Rank: 9292
Sortino Ratio Rank
DTCR Omega Ratio Rank: 8888
Omega Ratio Rank
DTCR Calmar Ratio Rank: 9494
Calmar Ratio Rank
DTCR Martin Ratio Rank: 8989
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.

SRHR vs. DTCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SRH REIT Covered Call ETF (SRHR) 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.


SRHRDTCRDifference

Sharpe ratio

Return per unit of total volatility

-0.03

2.14

-2.17

Sortino ratio

Return per unit of downside risk

0.08

2.79

-2.71

Omega ratio

Gain probability vs. loss probability

1.01

1.37

-0.36

Calmar ratio

Return relative to maximum drawdown

-0.04

3.94

-3.97

Martin ratio

Return relative to average drawdown

-0.14

11.65

-11.80

SRHR vs. DTCR - Sharpe Ratio Comparison

The current SRHR Sharpe Ratio is -0.03, which is lower than the DTCR Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of SRHR and DTCR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


SRHRDTCRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.03

2.14

-2.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.52

-0.02

Correlation

The correlation between SRHR and DTCR is 0.50, 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.


Dividends

SRHR vs. DTCR - Dividend Comparison

SRHR's dividend yield for the trailing twelve months is around 6.91%, more than DTCR's 0.95% yield.


TTM202520242023202220212020
SRHR
SRH REIT Covered Call ETF
6.91%7.07%6.90%0.95%0.00%0.00%0.00%
DTCR
Global X Data Center & Digital Infrastructure ETF
0.95%1.10%1.72%1.18%2.57%1.27%0.30%

Drawdowns

SRHR vs. DTCR - Drawdown Comparison

The maximum SRHR drawdown since its inception was -18.68%, smaller than the maximum DTCR drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for SRHR and DTCR.


Loading graphics...

Drawdown Indicators


SRHRDTCRDifference

Max Drawdown

Largest peak-to-trough decline

-18.68%

-38.98%

+20.30%

Max Drawdown (1Y)

Largest decline over 1 year

-13.34%

-13.07%

-0.27%

Max Drawdown (5Y)

Largest decline over 5 years

-38.98%

Current Drawdown

Current decline from peak

-7.30%

-7.13%

-0.17%

Average Drawdown

Average peak-to-trough decline

-5.15%

-12.72%

+7.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

4.41%

-0.80%

Volatility

SRHR vs. DTCR - Volatility Comparison

The current volatility for SRH REIT Covered Call ETF (SRHR) is 4.82%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 8.22%. This indicates that SRHR 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.


Loading graphics...

Volatility by Period


SRHRDTCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.82%

8.22%

-3.40%

Volatility (6M)

Calculated over the trailing 6-month period

9.34%

17.48%

-8.14%

Volatility (1Y)

Calculated over the trailing 1-year period

16.66%

23.28%

-6.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.97%

21.58%

-5.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.97%

21.83%

-5.86%