DTCR vs SCHD
Global X Data Center & Digital Infrastructure ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. DTCR delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | DTCR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $2.2B | $108.7B | |
| Dividend Yield | 0.90% | 3.13% | |
| Holdings | 29 | 104 | |
| YTD Return | +30.23% | +27.67% | |
| 1Y Return | +53.60% | +31.26% | |
| 3Y Return (annualized) | +32.01% | +16.66% | |
| 5Y Return (annualized) | +11.80% | +10.18% | |
| Volatility (annualized) | 22.9% | 13.6% | |
| Max Drawdown | -39.0% | -33.4% | |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 27, 2020 | Oct 20, 2011 |
DTCR vs SCHD Performance
Global X Data Center & Digital Infrastructure ETF (DTCR) is a ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DTCR returned +53.60% while SCHD returned +31.26%. Year to date, DTCR is up 30.23% versus a gain of 27.67% for SCHD.
Over three years, DTCR compounded at +32.01% per year against +16.66% for SCHD; over five years the annualized figures are +11.80% and +10.18% respectively. Across the full 6-year window we track, DTCR has the edge at +13.58% annualized vs +11.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DTCR has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DTCR charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, DTCR currently yields 0.90% against 3.13% for SCHD.
Holdings Overlap
DTCR and SCHD share 0 holdings out of 125 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DTCR or SCHD?
DTCR has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, DTCR or SCHD?
Over the past year DTCR returned +53.60% vs +31.26% for SCHD, so DTCR leads on 1-year performance. Over the longest common window we track (6 years), DTCR annualized +13.58% vs +11.57% for SCHD. Past performance does not guarantee future results.
Which is riskier, DTCR or SCHD?
DTCR has been the more volatile fund at 22.9% annualized versus 13.6% for SCHD. Worst drawdown: DTCR -39.0% vs SCHD -33.4%.
Should I hold both DTCR and SCHD?
DTCR and SCHD have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DTCR and SCHD?
DTCR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, DTCR or SCHD?
DTCR yields 0.90% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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