DVRE vs. SRVR
DVRE (WEBs Real Estate XLRE Defined Volatility ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both REIT funds - DVRE tracks the Syntax Defined Volatility XLRE Index while SRVR tracks the FTSE Nareit All Equity REITs Index. Both are passively managed. A 0.58 correlation means they provide meaningful diversification when combined. DVRE charges 0.89%/yr vs 0.49%/yr for SRVR.
Performance
DVRE vs. SRVR - Performance Comparison
Loading charts...
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*
- —
DVRE vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DVRE WEBs Real Estate XLRE Defined Volatility ETF | 15.22% | -11.17% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 6.87% | -12.98% |
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 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DVRE vs. SRVR — Risk / Return Rank
DVRE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SRVR
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.
| DVRE | SRVR | Difference | |
|---|---|---|---|
| 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 | — |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| DVRE | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | 0.00% | -21.75% | +21.75% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -15.27% | +9.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.55% | — |
Volatility
DVRE vs. SRVR - Volatility Comparison
Loading charts...
Volatility by Period
| DVRE | SRVR | Difference | |
|---|---|---|---|
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.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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.
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.
Open Portfolio Optimizer