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HAUS vs. SRVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HAUS vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Residential REIT ETF (HAUS) 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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Returns By Period

In the year-to-date period, HAUS achieves a 4.64% return, which is significantly lower than SRVR's 19.79% return.


HAUS

1D
0.50%
1M
-0.83%
YTD
4.64%
6M
4.96%
1Y
5.22%
3Y*
8.50%
5Y*
10Y*

SRVR

1D
-1.79%
1M
-2.74%
YTD
19.79%
6M
20.69%
1Y
11.19%
3Y*
8.85%
5Y*
-0.81%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HAUS vs. SRVR - Yearly Performance Comparison


2026 (YTD)2025202420232022
HAUS
Residential REIT ETF
4.64%-1.14%15.93%13.14%-22.47%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
19.79%-1.99%2.70%6.84%-19.34%

Correlation

The correlation between HAUS and SRVR is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Mar 2, 2022

0.66

Over the past year, the correlation between HAUS and SRVR has dropped to 0.36 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

HAUS vs. SRVR - Sectors Allocation Comparison


Sectors
HAUS
SRVR

Real Estate

100.0%
66.4%

Basic Materials

-

0.8%

Communication Services

-

7.5%

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

3.8%

Financial Services

-

0.9%

Healthcare

-

-

Industrials

-

11.7%

Technology

-

6.8%

Utilities

-

2.2%

Real Estate

HAUS
100.0%
SRVR
66.4%

Basic Materials

HAUS

-

SRVR
0.8%

Communication Services

HAUS

-

SRVR
7.5%

Consumer Cyclical

HAUS

-

SRVR

-

Consumer Defensive

HAUS

-

SRVR

-

Energy

HAUS

-

SRVR
3.8%

Financial Services

HAUS

-

SRVR
0.9%

Healthcare

HAUS

-

SRVR

-

Industrials

HAUS

-

SRVR
11.7%

Technology

HAUS

-

SRVR
6.8%

Utilities

HAUS

-

SRVR
2.2%

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Return for Risk

HAUS vs. SRVR — Risk / Return Rank

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

HAUS
HAUS Risk / Return Rank: 1515
Overall Rank
HAUS Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
HAUS Sortino Ratio Rank: 1414
Sortino Ratio Rank
HAUS Omega Ratio Rank: 1313
Omega Ratio Rank
HAUS Calmar Ratio Rank: 1717
Calmar Ratio Rank
HAUS Martin Ratio Rank: 1717
Martin Ratio Rank

SRVR
SRVR Risk / Return Rank: 1919
Overall Rank
SRVR Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 1919
Sortino Ratio Rank
SRVR Omega Ratio Rank: 1919
Omega Ratio Rank
SRVR Calmar Ratio Rank: 1818
Calmar Ratio Rank
SRVR Martin Ratio Rank: 1717
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.

HAUS vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Residential REIT ETF (HAUS) 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.


HAUSSRVRDifference
Sharpe ratioReturn per unit of total volatility

-0.30

Sortino ratioReturn per unit of downside risk

-0.42

Omega ratioGain probability vs. loss probability

1.07

1.13

-0.05

Calmar ratioReturn relative to maximum drawdown

0.64

0.76

-0.12

Martin ratioReturn relative to average drawdown

1.72

1.64

+0.08

HAUS vs. SRVR - Sharpe Ratio Comparison

The current HAUS Sharpe Ratio is 0.37, which is lower than the SRVR Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of HAUS and SRVR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HAUSSRVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.37

0.67

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.30

-0.24

Drawdowns

HAUS vs. SRVR - Drawdown Comparison

The maximum HAUS drawdown since its inception was -35.91%, smaller than the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for HAUS and SRVR.


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Drawdown Indicators


HAUSSRVRDifference

Max Drawdown

Largest peak-to-trough decline

-35.91%

-40.99%

+5.08%

Max Drawdown (1Y)

Largest decline over 1 year

-8.19%

-14.78%

+6.59%

Max Drawdown (3Y)

Largest decline over 3 years

-17.25%

-18.34%

+1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-40.99%

Current Drawdown

Current decline from peak

-7.07%

-12.28%

+5.21%

Average Drawdown

Average peak-to-trough decline

-17.73%

-15.27%

-2.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.04%

6.83%

-3.79%

Volatility

HAUS vs. SRVR - Volatility Comparison

The current volatility for Residential REIT ETF (HAUS) is 3.48%, while Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a volatility of 5.47%. This indicates that HAUS 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


HAUSSRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.48%

5.47%

-1.99%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

13.12%

-3.12%

Volatility (1Y)

Calculated over the trailing 1-year period

14.05%

16.72%

-2.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.50%

19.71%

-0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.50%

21.44%

-1.94%

HAUS vs. SRVR - Expense Ratio Comparison

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


Dividends

HAUS vs. SRVR - Dividend Comparison

HAUS's dividend yield for the trailing twelve months is around 3.47%, more than SRVR's 2.70% yield.


PositionTTM20252024202320222021202020192018
HAUS
Residential REIT ETF
3.47%4.42%2.08%2.61%2.26%0.00%0.00%0.00%0.00%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.70%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%

Frequently Asked Questions


HAUS and SRVR have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SRVR has higher volatility (5.47%) compared to HAUS (3.48%). In terms of maximum drawdown, HAUS dropped -35.91% vs SRVR's -40.99%.

On 3-year performance, SRVR leads with 8.85% vs 8.50% for HAUS. Both ETFs have the same 0.60% expense ratio. On volatility, HAUS has been the lower-risk option at 3.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SRVR has performed better with a 8.85% return vs 8.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HAUS and SRVR have the same expense ratio: 0.60% per year.

HAUS has the higher dividend yield at 3.47%, compared with 2.70% for SRVR.

They also come from different issuers: Armada ETF Advisors and Pacer.

SRVR currently has the higher Sharpe Ratio (0.67 vs 0.37), 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.

Portfolio Optimizer

Find the right allocation for HAUS and SRVR

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