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DTRE vs. SRVR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DTRE vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR). The values are adjusted to include any dividend payments, if applicable.

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DTRE vs. SRVR - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
-0.99%8.32%-9.71%13.89%-26.53%27.43%-8.81%21.84%-2.37%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
9.80%-1.99%2.70%6.84%-31.90%22.31%11.99%41.98%-3.51%

Returns By Period

In the year-to-date period, DTRE achieves a -0.99% return, which is significantly lower than SRVR's 9.80% return.


DTRE

1D
1.36%
1M
-8.14%
YTD
-0.99%
6M
1.25%
1Y
2.13%
3Y*
2.16%
5Y*
-0.85%
10Y*
1.85%

SRVR

1D
2.97%
1M
-6.54%
YTD
9.80%
6M
0.74%
1Y
9.63%
3Y*
4.72%
5Y*
-0.80%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DTRE vs. SRVR - Expense Ratio Comparison

Both DTRE and SRVR have an expense ratio of 0.60%.


Return for Risk

DTRE vs. SRVR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DTRE
DTRE Risk / Return Rank: 1515
Overall Rank
DTRE Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
DTRE Sortino Ratio Rank: 1414
Sortino Ratio Rank
DTRE Omega Ratio Rank: 1414
Omega Ratio Rank
DTRE Calmar Ratio Rank: 1616
Calmar Ratio Rank
DTRE Martin Ratio Rank: 1818
Martin Ratio Rank

SRVR
SRVR Risk / Return Rank: 2929
Overall Rank
SRVR Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 3131
Sortino Ratio Rank
SRVR Omega Ratio Rank: 2828
Omega Ratio Rank
SRVR Calmar Ratio Rank: 3030
Calmar Ratio Rank
SRVR Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTRE vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR). 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.


DTRESRVRDifference

Sharpe ratio

Return per unit of total volatility

0.14

0.53

-0.39

Sortino ratio

Return per unit of downside risk

0.29

0.86

-0.57

Omega ratio

Gain probability vs. loss probability

1.04

1.11

-0.07

Calmar ratio

Return relative to maximum drawdown

0.25

0.67

-0.42

Martin ratio

Return relative to average drawdown

0.90

1.45

-0.55

DTRE vs. SRVR - Sharpe Ratio Comparison

The current DTRE Sharpe Ratio is 0.14, which is lower than the SRVR Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of DTRE and SRVR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DTRESRVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

0.53

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

-0.04

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.25

-0.17

Correlation

The correlation between DTRE and SRVR is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DTRE vs. SRVR - Dividend Comparison

DTRE's dividend yield for the trailing twelve months is around 3.63%, more than SRVR's 2.95% yield.


TTM20252024202320222021202020192018201720162015
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
3.63%3.42%3.75%2.56%2.49%2.64%0.79%4.97%3.38%3.07%4.16%1.74%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.95%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%0.00%0.00%0.00%

Drawdowns

DTRE vs. SRVR - Drawdown Comparison

The maximum DTRE drawdown since its inception was -72.26%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for DTRE and SRVR.


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Drawdown Indicators


DTRESRVRDifference

Max Drawdown

Largest peak-to-trough decline

-72.26%

-40.99%

-31.27%

Max Drawdown (1Y)

Largest decline over 1 year

-12.06%

-14.78%

+2.72%

Max Drawdown (5Y)

Largest decline over 5 years

-34.62%

-40.99%

+6.37%

Max Drawdown (10Y)

Largest decline over 10 years

-42.79%

Current Drawdown

Current decline from peak

-18.97%

-19.60%

+0.63%

Average Drawdown

Average peak-to-trough decline

-16.94%

-15.35%

-1.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

6.86%

-3.49%

Volatility

DTRE vs. SRVR - Volatility Comparison

The current volatility for First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) is 4.46%, while Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a volatility of 6.07%. This indicates that DTRE experiences smaller price fluctuations and is considered to be less risky than SRVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DTRESRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.46%

6.07%

-1.61%

Volatility (6M)

Calculated over the trailing 6-month period

8.89%

11.93%

-3.04%

Volatility (1Y)

Calculated over the trailing 1-year period

15.43%

18.22%

-2.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.16%

19.50%

-1.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.47%

21.48%

-3.01%