DTRE vs. SRVR
DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both REIT funds - DTRE tracks the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net while SRVR tracks the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 5 years, DTRE returned -1.08%/yr vs -3.29%/yr for SRVR. A 0.75 correlation means they provide meaningful diversification when combined. DTRE charges 0.60%/yr vs 0.49%/yr for SRVR.
Performance
DTRE vs. SRVR - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with DTRE having a 8.80% return and SRVR slightly higher at 9.16%.
DTRE
- 1D
- 0.28%
- 1M
- -0.66%
- 6M
- 7.78%
- YTD
- 8.80%
- 1Y
- 11.41%
- 3Y*
- 3.72%
- 5Y*
- -1.08%
- 10Y*
- 2.22%
SRVR
- 1D
- -1.46%
- 1M
- -7.99%
- 6M
- 4.54%
- YTD
- 9.16%
- 1Y
- -0.06%
- 3Y*
- 3.87%
- 5Y*
- -3.29%
- 10Y*
- —
DTRE vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 8.80% | 8.32% | -9.71% | 13.89% | -26.53% | 27.43% | -8.81% | 21.84% | -2.64% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 9.16% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
Correlation
The correlation between DTRE and SRVR is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.75 |
The correlation between DTRE and SRVR shifts across timeframes, from 0.63 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
DTRE vs. SRVR — Risk / Return Rank
DTRE
SRVR
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 Data & Infrastructure Real Estate 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DTRE | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.01 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.19 | -0.00 | +1.20 |
| Martin ratioReturn relative to average drawdown | 3.55 | -0.01 | +3.56 |
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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
| DTRE | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -40.99% | -31.27% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -14.78% | +5.17% |
Max Drawdown (3Y)Largest decline over 3 years | -20.65% | -18.34% | -2.31% |
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 DrawdownCurrent decline from peak | -10.96% | -20.07% | +9.11% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -15.26% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 7.40% | -4.18% |
Volatility
DTRE vs. SRVR - Volatility Comparison
The current volatility for First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) is 4.24%, while Pacer Data & Infrastructure Real Estate ETF (SRVR) has a volatility of 4.48%. 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
| DTRE | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.48% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.95% | 14.02% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 17.27% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 19.84% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 21.42% | -2.90% |
DTRE vs. SRVR - Expense Ratio Comparison
DTRE has a 0.60% expense ratio, which is higher than SRVR's 0.49% expense ratio.
Dividends
DTRE vs. SRVR - Dividend Comparison
DTRE's dividend yield for the trailing twelve months is around 3.68%, more than SRVR's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 3.68% | 3.42% | 3.75% | 2.56% | 2.49% | 2.64% | 0.79% | 4.97% | 3.38% | 3.07% | 4.16% | 1.74% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 2.80% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DTRE and SRVR have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (4.48%) compared to DTRE (4.24%). In terms of maximum drawdown, DTRE dropped -72.26% vs SRVR's -40.99%.
On 5-year performance, DTRE leads with -1.08% vs -3.29% for SRVR. On fees, SRVR is cheaper at 0.49% per year. On volatility, DTRE has been the lower-risk option at 4.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DTRE has performed better with a -1.08% return vs -3.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SRVR is cheaper with a 0.49% expense ratio, compared with 0.60% for DTRE.
DTRE has the higher dividend yield at 3.68%, compared with 2.80% for SRVR.
DTRE tracks Alerian Disruptive Technology Real Estate Index - Benchmark TR Net, while SRVR tracks FTSE Nareit All Equity REITs Index. They also come from different issuers: First Trust and Pacer. Their fees differ too: 0.60% for DTRE and 0.49% for SRVR.
DTRE currently has the higher Sharpe Ratio (0.83 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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