USHY vs. DTCR
USHY (iShares Broad USD High Yield Corporate Bond ETF) and DTCR (Global X Data Center & Digital Infrastructure ETF) are both exchange-traded funds - USHY is a High Yield Bonds fund tracking the ICE BofA US High Yield Constrained Index, while DTCR is a REIT fund tracking the Solactive Data Center REITs & Digital Infrastructure Index. Both are passively managed. Over the past 5 years, USHY returned 4.21%/yr vs 14.12%/yr for DTCR. A 0.58 correlation means they provide meaningful diversification when combined. USHY charges 0.15%/yr vs 0.50%/yr for DTCR.
Performance
USHY vs. DTCR - Performance Comparison
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Returns By Period
In the year-to-date period, USHY achieves a 1.75% return, which is significantly lower than DTCR's 47.68% return.
USHY
- 1D
- 0.03%
- 1M
- 0.68%
- YTD
- 1.75%
- 6M
- 2.37%
- 1Y
- 7.19%
- 3Y*
- 8.94%
- 5Y*
- 4.21%
- 10Y*
- —
DTCR
- 1D
- 0.23%
- 1M
- 1.80%
- YTD
- 47.68%
- 6M
- 48.56%
- 1Y
- 76.02%
- 3Y*
- 33.82%
- 5Y*
- 14.12%
- 10Y*
- —
USHY vs. DTCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
USHY iShares Broad USD High Yield Corporate Bond ETF | 1.75% | 8.81% | 8.45% | 12.73% | -11.18% | 5.02% | 6.35% |
DTCR Global X Data Center & Digital Infrastructure ETF | 47.68% | 28.99% | 14.92% | 18.93% | -30.89% | 20.35% | 6.60% |
Correlation
The correlation between USHY and DTCR is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2020 | 0.58 |
The correlation between USHY and DTCR has been stable across timeframes, ranging from 0.53 to 0.59 - a consistent structural relationship.
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Return for Risk
USHY vs. DTCR — Risk / Return Rank
USHY
DTCR
USHY vs. DTCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD High Yield Corporate Bond ETF (USHY) 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.
| USHY | DTCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.50 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 5.64 | -2.78 |
| Martin ratioReturn relative to average drawdown | 12.77 | 17.40 | -4.63 |
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Drawdowns
USHY vs. DTCR - Drawdown Comparison
The maximum USHY drawdown since its inception was -22.44%, smaller than the maximum DTCR drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for USHY and DTCR.
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Drawdown Indicators
| USHY | DTCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -38.98% | +16.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.43% | -12.89% | +10.46% |
Max Drawdown (3Y)Largest decline over 3 years | -4.66% | -24.96% | +20.30% |
Max Drawdown (5Y)Largest decline over 5 years | -15.56% | -38.98% | +23.42% |
Current DrawdownCurrent decline from peak | 0.00% | -3.92% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -2.66% | -12.32% | +9.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 4.17% | -3.63% |
Volatility
USHY vs. DTCR - Volatility Comparison
The current volatility for iShares Broad USD High Yield Corporate Bond ETF (USHY) is 1.20%, while Global X Data Center & Digital Infrastructure ETF (DTCR) has a volatility of 9.32%. This indicates that USHY 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
| USHY | DTCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 9.32% | -8.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 18.44% | -15.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.69% | 22.99% | -19.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.35% | 22.04% | -14.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.24% | 22.06% | -13.82% |
USHY vs. DTCR - Expense Ratio Comparison
USHY has a 0.15% expense ratio, which is lower than DTCR's 0.50% expense ratio.
Dividends
USHY vs. DTCR - Dividend Comparison
USHY's dividend yield for the trailing twelve months is around 6.90%, more than DTCR's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
USHY iShares Broad USD High Yield Corporate Bond ETF | 6.90% | 6.79% | 6.89% | 6.63% | 6.08% | 5.07% | 5.30% | 5.92% | 6.30% | 0.73% |
Frequently Asked Questions
USHY and DTCR have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTCR has higher volatility (9.32%) compared to USHY (1.20%). In terms of maximum drawdown, USHY dropped -22.44% vs DTCR's -38.98%.
On 5-year performance, DTCR leads with 14.12% vs 4.21% for USHY. On fees, USHY is cheaper at 0.15% per year. On volatility, USHY has been the lower-risk option at 1.20%. 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 14.12% return vs 4.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USHY is cheaper with a 0.15% expense ratio, compared with 0.50% for DTCR.
USHY has the higher dividend yield at 6.90%, compared with 0.74% for DTCR.
USHY is categorized as High Yield Bonds, while DTCR is REIT. USHY tracks ICE BofA US High Yield Constrained Index, while DTCR tracks Solactive Data Center REITs & Digital Infrastructure Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.15% for USHY and 0.50% for DTCR.
DTCR currently has the higher Sharpe Ratio (3.16 vs 1.88), 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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