DTCR vs VTI

DTCR vs VTI

Which is better, DTCR or VTI?

Each has led over a different period.

VTI has a lower expense ratio. DTCR led over 1Y and 3Y, VTI over 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 71.7%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDTCRVTI
Expense Ratio0.50%0.03%Best
AUM$2.1B$666.9B
Dividend Yield0.89%1.03%
Holdings283,543
YTD Return+24.10%Best+11.53%
1Y Return+38.18%Best+15.74%
3Y Return (annualized)+28.68%Best+20.67%
5Y Return (annualized)+10.43%+11.59%Best
Volatility (annualized)22.8%15.7%Best
Max Drawdown-39.0%-25.4%Best
$10,000 over 5 years$16,422$17,303Best
Top 10 Weight71.7%33.3%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 27, 2020May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Oct 29, 2020 to Sep 15, 2026 (5.9 years).

DTCR vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.9 years both funds cover.

DTCR vs VTI Performance

Global X Data Center & Digital Infrastructure ETF (DTCR) is an ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DTCR returned +38.18% while VTI returned +15.74%. Year to date, DTCR is up 24.10% versus a gain of 11.53% for VTI.

Over three years, DTCR compounded at +28.68% per year against +20.67% for VTI; over five years the annualized figures are +10.43% and +11.59% respectively. Across the full 6-year window we track, VTI has the edge at +15.93% annualized vs +12.48%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DTCR has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 15.7% for VTI. 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 -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DTCR charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, DTCR currently yields 0.89% against 1.03% for VTI.

Holdings Overlap

DTCR already in VTI76.9%
VTI already in DTCR12.7%

76.9% of DTCR's money is in holdings VTI also owns. 12.7% of VTI's money is in holdings DTCR also owns.

Most of DTCR is already inside VTI. Owning both mostly buys the same companies twice.

16 positions in common, counted across the 25 positions we hold weights for in DTCR and 3,463 in VTI, against full books of 28 and 3,543.

What only one of them owns

Our book lists 1,135 positions for VTI that do not appear in our book for DTCR (84.8% of the fund), and 0 for DTCR that do not appear in VTI (0.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DTCRWeight in VTIDifference
AMTAmerican Tower Corporation12.77%0.11%12.66%
DLRDigital Realty Trust Inc.12.73%0.09%12.64%
EQIXEquinix Inc. Real Estate Investment Trust12.29%0.14%12.15%
CCICrown Castle International Corp8.76%0.05%8.71%
NVDANvidia Corp2.09%6.40%4.31%
SBACSba Communications Corp. Class A Real Estate Investment Tru4.63%0.03%4.60%
AVGOBroadcom Inc1.91%2.56%0.65%
APLDApplied Digital Corp3.84%0.01%3.83%
UNITUniti Group, Inc.3.51%0.00%3.51%
MUMicron Technology, Inc.2.10%1.29%0.81%

76.9% of DTCR is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DTCRVTI

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Frequently Asked Questions

Which is cheaper, DTCR or VTI?

DTCR has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, DTCR or VTI?

Over the past year DTCR returned +38.18% vs +15.74% for VTI, so DTCR leads on 1-year performance. Over the longest common window we track (6 years), DTCR annualized +12.48% vs +15.93% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DTCR or VTI?

DTCR has been the more volatile fund at 22.8% annualized versus 15.7% for VTI. Worst drawdown: DTCR -39.0% vs VTI -25.4%.

Should I hold both DTCR and VTI?

DTCR and VTI have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DTCR and VTI?

76.9% of DTCR's money is in holdings VTI also owns. 12.7% of VTI's is in holdings DTCR also owns. They hold 16 positions in common, counted across the 25 positions we hold weights for in DTCR and 3,463 in VTI.

Which pays a higher dividend, DTCR or VTI?

DTCR yields 0.89% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than DTCR?

VTI has a lower expense ratio. DTCR led over 1Y and 3Y, VTI over 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 71.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.