DTCR vs QQQ

DTCR vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. DTCR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: DTCRMore Diversified: QQQ

Side-by-Side Comparison

MetricDTCRQQQWinner
Expense Ratio0.50%0.18%
AUM$2.2B$496.3B
Dividend Yield0.90%0.44%
Holdings29108
YTD Return+29.50%+16.64%
1Y Return+53.88%+27.27%
3Y Return (annualized)+31.56%+25.96%
5Y Return (annualized)+11.59%+14.54%
Volatility (annualized)22.9%30.6%
Max Drawdown-39.0%-83.0%
Fund FamilyGlobal X by mirae AssetInvesco (US)
CategoryEquityEquity
InceptionOct 27, 2020Mar 10, 1999

DTCR vs QQQ Performance

Global X Data Center & Digital Infrastructure ETF (DTCR) is a ETF from Global X by mirae Asset and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year DTCR returned +53.88% while QQQ returned +27.27%. Year to date, DTCR is up 29.50% versus a gain of 16.64% for QQQ.

Over three years, DTCR compounded at +31.56% per year against +25.96% for QQQ; over five years the annualized figures are +11.59% and +14.54% respectively. Across the full 6-year window we track, DTCR has the edge at +13.47% annualized vs +13.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 22.9% for DTCR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -39.0% for DTCR and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DTCR charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, DTCR currently yields 0.90% against 0.44% for QQQ.

Holdings Overlap

10.8%overlap

DTCR and QQQ share 7 holdings out of 120 unique holdings combined, representing a 10.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DTCRWeight in QQQDifference
NVDA1.96%8.44%6.48%
MU1.94%4.43%2.49%
AMD1.93%3.45%1.52%
AVGOProProPro
INTCProProPro
MRVLProProPro
MCHPProProPro
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Frequently Asked Questions

Which is cheaper, DTCR or QQQ?

DTCR has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

Which performed better, DTCR or QQQ?

Over the past year DTCR returned +53.88% vs +27.27% for QQQ, so DTCR leads on 1-year performance. Over the longest common window we track (6 years), DTCR annualized +13.47% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, DTCR or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 22.9% for DTCR. Worst drawdown: DTCR -39.0% vs QQQ -83.0%.

Should I hold both DTCR and QQQ?

DTCR and QQQ have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DTCR and QQQ?

DTCR and QQQ share 7 common holdings with a 10.8% weight overlap. Combined, they hold 120 unique securities.

Which pays a higher dividend, DTCR or QQQ?

DTCR yields 0.90% while QQQ yields 0.44%, so DTCR currently pays the higher dividend yield.

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