IDGT vs. SRVR
IDGT (iShares U.S. Digital Infrastructure and Real Estate ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both exchange-traded funds - IDGT is a Technology Equities fund tracking the S&P Data Center, Tower REIT and Communications Equipment Index, while SRVR is a REIT fund tracking the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 5 years, IDGT returned 10.52%/yr vs -2.93%/yr for SRVR. Their 0.58 correlation means they have sometimes moved together and sometimes differently. IDGT charges 0.39%/yr vs 0.49%/yr for SRVR.
Performance
IDGT vs. SRVR - Performance Comparison
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Returns By Period
In the year-to-date period, IDGT achieves a 35.87% return, which is significantly higher than SRVR's 9.97% return.
IDGT
- 1D
- 1.84%
- 1M
- 0.79%
- 6M
- 32.35%
- YTD
- 35.87%
- 1Y
- 40.38%
- 3Y*
- 22.17%
- 5Y*
- 10.52%
- 10Y*
- 12.50%
- ALL TIME*
- 4.93%
SRVR
- 1D
- 1.07%
- 1M
- 0.22%
- 6M
- 3.30%
- YTD
- 9.97%
- 1Y
- 1.51%
- 3Y*
- 5.40%
- 5Y*
- -2.93%
- 10Y*
- —
- ALL TIME*
- 5.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.41M | $4.29M | $8.06M | |
| $2.07M | $2.11M | $2.68M |
IDGT vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 35.87% | 6.79% | 26.71% | -6.09% | -17.90% | 42.14% | 8.78% | 17.39% | -8.81% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 9.97% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
Correlation
The correlation between IDGT and SRVR is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.58 |
The correlation between IDGT and SRVR shifts across timeframes, from 0.58 (all time) to 0.70 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IDGT vs. SRVR — Risk / Return Rank
IDGT
SRVR
IDGT vs. SRVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) 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.
| IDGT | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.03 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.40 | 0.10 | +2.30 |
| Martin ratioReturn relative to average drawdown | 7.83 | 0.24 | +7.59 |
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Drawdowns
IDGT vs. SRVR - Drawdown Comparison
The maximum IDGT drawdown since its inception was -77.95%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for IDGT and SRVR.
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Drawdown Indicators
| IDGT | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.95% | -40.99% | -36.96% |
Max Drawdown (1Y)Largest decline over 1 year | -16.93% | -15.01% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -22.76% | -18.34% | -4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -35.83% | -40.99% | +5.16% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | — | — |
Current DrawdownCurrent decline from peak | -13.10% | -19.47% | +6.37% |
Average DrawdownAverage peak-to-trough decline | -19.85% | -15.30% | -4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 6.23% | -1.06% |
Volatility
IDGT vs. SRVR - Volatility Comparison
iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has a higher volatility of 6.90% compared to Pacer Data & Infrastructure Real Estate ETF (SRVR) at 5.03%. This indicates that IDGT'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
| IDGT | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 5.03% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 18.77% | 14.17% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 17.46% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 19.90% | +3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.35% | 21.39% | +1.96% |
IDGT vs. SRVR - Expense Ratio Comparison
IDGT has a 0.39% expense ratio, which is lower than SRVR's 0.49% expense ratio.
Dividends
IDGT vs. SRVR - Dividend Comparison
IDGT's dividend yield for the trailing twelve months is around 0.79%, less than SRVR's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF | 0.79% | 1.17% | 1.64% | 0.37% | 0.30% | 0.28% | 0.60% | 0.42% | 0.65% | 0.57% | 0.75% | 0.72% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 2.78% | 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
IDGT and SRVR have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDGT has higher volatility (6.90%) compared to SRVR (5.03%). In terms of maximum drawdown, IDGT dropped -77.95% vs SRVR's -40.99%.
On 5-year performance, IDGT leads with 10.52% vs -2.93% for SRVR. On fees, IDGT is cheaper at 0.39% per year. On volatility, SRVR has been the lower-risk option at 5.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IDGT has performed better with a 10.52% return vs -2.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IDGT is cheaper with a 0.39% expense ratio, compared with 0.49% for SRVR.
SRVR has the higher dividend yield at 2.78%, compared with 0.79% for IDGT.
IDGT is categorized as Technology Equities, while SRVR is REIT. IDGT tracks S&P Data Center, Tower REIT and Communications Equipment Index, while SRVR tracks FTSE Nareit All Equity REITs Index. They also come from different issuers: iShares and Pacer. Their fees differ too: 0.39% for IDGT and 0.49% for SRVR.
IDGT currently has the higher Sharpe Ratio (1.81 vs 0.09), 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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