IRET vs. SRVR

Last updated Jun 23, 2026

IRET (iREIT MarketVector Quality REIT Index ETF) and SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) are both REIT funds - IRET tracks the iREIT MarketVector Quality REIT Index while SRVR tracks the Benchmark Data & Infrastructure Real Estate SCTR Index. Both are passively managed. A 0.58 correlation means they provide meaningful diversification when combined. Both charge a 0.60% expense ratio.

Performance

IRET vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iREIT MarketVector Quality REIT Index ETF (IRET) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IRET

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SRVR

• 1D: 0.81%
• 1M: -1.36%
• YTD: 19.17%
• 6M: 19.61%
• 1Y: 8.89%
• 3Y*: 9.30%
• 5Y*: -1.16%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IRET vs. SRVR - Yearly Performance Comparison

	2026 (YTD)	2025	2024
IRET iREIT MarketVector Quality REIT Index ETF	14.33%	-0.94%	2.95%
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	19.17%	-1.99%	3.89%

Correlation

The correlation between IRET and SRVR is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.45
Correlation (All Time) Calculated using the full available price history since Mar 6, 2024	0.58

The correlation between IRET and SRVR shifts across timeframes, from 0.45 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.

Return for Risk

IRET vs. SRVR — Risk / Return Rank

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

IRET

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

SRVR

SRVR Risk / Return Rank: 15
SRVR Sharpe Ratio Rank: 16
SRVR Sortino Ratio Rank: 16
SRVR Omega Ratio Rank: 15
SRVR Calmar Ratio Rank: 15
SRVR Martin Ratio Rank: 14

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.

IRET vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iREIT MarketVector Quality REIT Index ETF (IRET) 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.

	IRET	SRVR	Difference
Sharpe ratio: Return per unit of total volatility	—	0.52	—
Sortino ratio: Return per unit of downside risk	—	0.84	—
Omega ratio: Gain probability vs. loss probability	—	1.10	—
Calmar ratio: Return relative to maximum drawdown	—	0.60	—
Martin ratio: Return relative to average drawdown	—	1.29	—

Drawdowns

Drawdown Indicators

	IRET	SRVR	Difference
Max Drawdown Largest peak-to-trough decline	—	-40.99%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.78%	—
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	—	-12.74%	—
Average Drawdown Average peak-to-trough decline	—	-15.25%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.93%	—

Volatility

Volatility by Period

	IRET	SRVR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.68%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.29%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.78%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.44%	—

IRET vs. SRVR - Expense Ratio Comparison

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

Dividends

IRET vs. SRVR - Dividend Comparison

IRET's dividend yield for the trailing twelve months is around 3.79%, more than SRVR's 2.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
IRET iREIT MarketVector Quality REIT Index ETF	3.79%	5.14%	3.52%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	2.56%	2.67%	2.00%	3.69%	1.70%	1.19%	1.59%	1.61%	2.13%

Frequently Asked Questions

Can I hold both IRET and SRVR in my portfolio?

IRET and SRVR have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IRET or SRVR?

Both ETFs have the same 0.60% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IRET or SRVR?

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

Which ETF pays a higher dividend yield, IRET or SRVR?

IRET has the higher dividend yield at 3.79%, compared with 2.56% for SRVR.

What is the main difference between IRET and SRVR?

IRET tracks iREIT MarketVector Quality REIT Index, while SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index. They also come from different issuers: iREIT and Pacer.