Compare · 3 funds side by side · dividends reinvested

IDGT, DTCR and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IDGT, DTCR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.8

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%1.00%+18.3%+13.8%+27.2%+9.1%−23.5%26.8%$1.9B2.0

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.92%+18.5%+14.9%+23.2%+7.9%−25.3%27.6%$435M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IDGT 2001 · DTCR 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Digital Infrastructure and Real Estate ETF · $435M$14,607

IDGT

DTCR

Global X - Data Center & Digital Infrastructure ETF · $1.9B$15,486

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

IDGTMeasureDTCR

+18.5%Year to dateJan 1 → Nov 6+18.3%

+14.9%1 yearTotal return+13.8%

+23.2%3 years · per year$10,000 became $18,695 · $20,571+27.2%

+7.9%5 years · per year$10,000 became $14,607 · $15,486+9.1%

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

0.92%Trailing 12-mo yield$92 · $100 a year on $10k1.00%

−25.3%Worst dropSmaller is better−23.5%

27.6%VolatilityLower is calmer26.8%

IDGTDTCR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5DTCR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDGT vs DTCR: Top 5 Holdings

Today

IDGT

43.7%in top 5

DTCR

in top 559.0%

IDGTStockDTCR

11.4%AMT15.1%

not top 5DLR13.8%

10.0%EQIX13.5%

7.8%CCI11.4%

8.9%SBAC5.1%

5.5%FSLYnot top 5

Held in common43.6%

End-of-day Nov 6, 2026 · share of each fund

IDGT vs DTCR Returns, Every Period

iSharesIDGT

+7.9%

5 years, per year

DTCRGlobal X

+9.1%

5 years, per year

IDGTDTCRFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IDGT vs DTCR

YTD

iSharesIDGT

+18.5%

DTCRGlobal X

+18.3%

+18.5%Year to date+18.3%

−25.3%Worst drop · 1Y−23.5%

27.6%Volatility · 1Y26.8%

0.9%Yield1.0%

$435MAssets$1.9B

3–1DTCR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDGT, DTCR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IDGT0.37%$37

DTCR0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IDGT, DTCR, SMH

1.00%highest, DTCR

FundTrailing yieldYield$10k

DTCR1.00%$100

IDGT0.92%$92

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$55most kept, IDGT

IDGT$92 − $37 = $55

DTCR$100 − $50 = $50

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IDGT, DTCR, SMH

Today

43.6%most shared, IDGT and DTCR

IDGTDTCRSMH

IDGT—43.6%3.9%

DTCR43.6%—11.6%

SMH3.9%11.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

DTCRWorst drop−23.5%26.8% vol

IDGTWorst drop−25.3%27.6% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DTCRSMH

+18.3%Year to date+28.8%

1.0%Yield0.2%

+13.8%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026