FINX vs. SRVR
FINX (Global X FinTech ETF) and SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) are both exchange-traded funds - FINX is a Technology Equities fund tracking the Indxx Global FinTech Thematic Index, while SRVR is a REIT fund tracking the Benchmark Data & Infrastructure Real Estate SCTR Index. Both are passively managed. Over the past 5 years, FINX returned -11.80%/yr vs -1.27%/yr for SRVR. A 0.57 correlation means they provide meaningful diversification when combined. FINX charges 0.68%/yr vs 0.60%/yr for SRVR.
Performance
FINX vs. SRVR - Performance Comparison
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Returns By Period
In the year-to-date period, FINX achieves a -17.47% return, which is significantly lower than SRVR's 17.97% return.
FINX
- 1D
- -0.74%
- 1M
- -2.12%
- YTD
- -17.47%
- 6M
- -19.57%
- 1Y
- -25.00%
- 3Y*
- 5.24%
- 5Y*
- -11.80%
- 10Y*
- —
SRVR
- 1D
- -1.01%
- 1M
- -2.35%
- YTD
- 17.97%
- 6M
- 18.04%
- 1Y
- 5.84%
- 3Y*
- 8.93%
- 5Y*
- -1.27%
- 10Y*
- —
FINX vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FINX Global X FinTech ETF | -17.47% | -5.20% | 23.02% | 33.15% | -51.80% | -9.65% | 53.76% | 37.52% | -11.65% |
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 17.97% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
Correlation
The correlation between FINX and SRVR is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.57 |
The correlation between FINX and SRVR shifts across timeframes, from 0.44 (1 year) to 0.58 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
FINX vs. SRVR — Risk / Return Rank
FINX
SRVR
FINX vs. SRVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X FinTech ETF (FINX) 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.
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.
| FINX | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.07 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 0.40 | -1.08 |
| Martin ratioReturn relative to average drawdown | -1.24 | 0.84 | -2.08 |
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Drawdowns
FINX vs. SRVR - Drawdown Comparison
The maximum FINX drawdown since its inception was -63.53%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for FINX and SRVR.
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Drawdown Indicators
| FINX | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.53% | -40.99% | -22.54% |
Max Drawdown (1Y)Largest decline over 1 year | -36.58% | -14.78% | -21.80% |
Max Drawdown (3Y)Largest decline over 3 years | -36.58% | -18.34% | -18.24% |
Max Drawdown (5Y)Largest decline over 5 years | -63.53% | -40.99% | -22.54% |
Current DrawdownCurrent decline from peak | -50.64% | -13.62% | -37.02% |
Average DrawdownAverage peak-to-trough decline | -24.58% | -15.24% | -9.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.22% | 6.94% | +13.28% |
Volatility
FINX vs. SRVR - Volatility Comparison
Global X FinTech ETF (FINX) has a higher volatility of 10.46% compared to Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) at 5.66%. This indicates that FINX's price experiences larger fluctuations and is considered to be riskier 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
| FINX | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.46% | 5.66% | +4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 23.62% | 13.59% | +10.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.84% | 17.29% | +12.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.56% | 19.78% | +11.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.75% | 21.44% | +7.31% |
FINX vs. SRVR - Expense Ratio Comparison
FINX has a 0.68% expense ratio, which is higher than SRVR's 0.60% expense ratio.
Dividends
FINX vs. SRVR - Dividend Comparison
FINX's dividend yield for the trailing twelve months is around 0.70%, less than SRVR's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FINX Global X FinTech ETF | 0.70% | 0.58% | 0.72% | 0.21% | 0.27% | 5.40% | 0.00% | 0.00% | 0.18% | 0.11% |
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 2.59% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% | 0.00% |
Frequently Asked Questions
FINX and SRVR have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FINX has higher volatility (10.46%) compared to SRVR (5.66%). In terms of maximum drawdown, FINX dropped -63.53% vs SRVR's -40.99%.
On 5-year performance, SRVR leads with -1.27% vs -11.80% for FINX. On fees, SRVR is cheaper at 0.60% per year. On volatility, SRVR has been the lower-risk option at 5.66%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SRVR has performed better with a -1.27% return vs -11.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SRVR is cheaper with a 0.60% expense ratio, compared with 0.68% for FINX.
SRVR has the higher dividend yield at 2.59%, compared with 0.70% for FINX.
FINX is categorized as Technology Equities, while SRVR is REIT. FINX tracks Indxx Global FinTech Thematic Index, while SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index. They also come from different issuers: Global X and Pacer. Their fees differ too: 0.68% for FINX and 0.60% for SRVR.
SRVR currently has the higher Sharpe Ratio (0.34 vs -0.84), 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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