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DVRE vs. SRVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DVRE vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WEBs Real Estate XLRE Defined Volatility ETF (DVRE) and Pacer Data & Infrastructure Real Estate ETF (SRVR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DVRE achieves a 15.22% return, which is significantly higher than SRVR's 6.87% return.


DVRE

1D
2.75%
1M
1.58%
6M
8.75%
YTD
15.22%
1Y
3Y*
5Y*
10Y*

SRVR

1D
-1.78%
1M
-10.64%
6M
0.07%
YTD
6.87%
1Y
-4.54%
3Y*
3.89%
5Y*
-3.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DVRE vs. SRVR - Yearly Performance Comparison


Correlation

The correlation between DVRE and SRVR is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 23, 2025

0.58

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Return for Risk

DVRE vs. SRVR — Risk / Return Rank

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

DVRE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


SRVR
SRVR Risk / Return Rank: 77
Overall Rank
SRVR Sharpe Ratio Rank: 77
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 66
Sortino Ratio Rank
SRVR Omega Ratio Rank: 77
Omega Ratio Rank
SRVR Calmar Ratio Rank: 77
Calmar Ratio Rank
SRVR Martin Ratio Rank: 77
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.

DVRE vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WEBs Real Estate XLRE Defined Volatility ETF (DVRE) 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.


DVRESRVRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.97

Calmar ratioReturn relative to maximum drawdown

-0.30

Martin ratioReturn relative to average drawdown

-0.60

DVRE vs. SRVR - Sharpe Ratio Comparison


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Drawdowns

DVRE vs. SRVR - Drawdown Comparison

The maximum DVRE drawdown since its inception was -15.88%, smaller than the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for DVRE and SRVR.


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Drawdown Indicators


DVRESRVRDifference

Max Drawdown

Largest peak-to-trough decline

-15.88%

-40.99%

+25.11%

Max Drawdown (1Y)

Largest decline over 1 year

-14.98%

Max Drawdown (3Y)

Largest decline over 3 years

-18.34%

Max Drawdown (5Y)

Largest decline over 5 years

-40.99%

Current Drawdown

Current decline from peak

0.00%

-21.75%

+21.75%

Average Drawdown

Average peak-to-trough decline

-5.94%

-15.27%

+9.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.55%

Volatility

DVRE vs. SRVR - Volatility Comparison


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Volatility by Period


DVRESRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.22%

Volatility (6M)

Calculated over the trailing 6-month period

14.02%

Volatility (1Y)

Calculated over the trailing 1-year period

25.18%

17.29%

+7.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.18%

19.85%

+5.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.18%

21.41%

+3.77%

DVRE vs. SRVR - Expense Ratio Comparison

DVRE has a 0.89% expense ratio, which is higher than SRVR's 0.49% expense ratio.


Dividends

DVRE vs. SRVR - Dividend Comparison

DVRE's dividend yield for the trailing twelve months is around 0.86%, less than SRVR's 2.86% yield.


PositionTTM20252024202320222021202020192018
DVRE
WEBs Real Estate XLRE Defined Volatility ETF
0.86%0.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRVR
Pacer Data & Infrastructure Real Estate ETF
2.86%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%

Frequently Asked Questions


DVRE and SRVR have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SRVR is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SRVR is cheaper with a 0.49% expense ratio, compared with 0.89% for DVRE.

SRVR has the higher dividend yield at 2.86%, compared with 0.86% for DVRE.

DVRE tracks Syntax Defined Volatility XLRE Index, while SRVR tracks FTSE Nareit All Equity REITs Index. They also come from different issuers: WEBs and Pacer. Their fees differ too: 0.89% for DVRE and 0.49% for SRVR.

Portfolio Optimizer

Find the right allocation for DVRE and SRVR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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