KBWY vs. SRVR

Last updated Apr 1, 2026

Compare and contrast key facts about Invesco KBW Premium Yield Equity REIT ETF (KBWY) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR).

KBWY and SRVR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KBWY is a passively managed fund by Invesco that tracks the performance of the KBW Premium Yield Equity REIT Index. It was launched on Dec 2, 2010. SRVR is a passively managed fund by Pacer that tracks the performance of the Benchmark Data & Infrastructure Real Estate SCTR Index. It was launched on May 15, 2018. Both KBWY and SRVR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

KBWY vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco KBW Premium Yield Equity REIT ETF (KBWY) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR). The values are adjusted to include any dividend payments, if applicable.

KBWY vs. SRVR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
KBWY Invesco KBW Premium Yield Equity REIT ETF	1.36%	-5.30%	-3.49%	12.88%	-19.00%	31.22%	-25.83%	23.36%	-11.92%
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	9.80%	-1.99%	2.70%	6.84%	-31.90%	22.31%	11.99%	41.98%	-3.51%

Returns By Period

In the year-to-date period, KBWY achieves a 1.36% return, which is significantly lower than SRVR's 9.80% return.

KBWY

• 1D: 1.46%
• 1M: -5.95%
• YTD: 1.36%
• 6M: 0.50%
• 1Y: 0.75%
• 3Y*: 2.80%
• 5Y*: -0.24%
• 10Y*: 0.27%

SRVR

• 1D: 2.97%
• 1M: -6.54%
• YTD: 9.80%
• 6M: 0.74%
• 1Y: 9.63%
• 3Y*: 4.72%
• 5Y*: -0.80%
• 10Y*: —

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

KBWY vs. SRVR - Expense Ratio Comparison

KBWY has a 0.35% expense ratio, which is lower than SRVR's 0.60% expense ratio.

SRVR

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF

KBWY

Invesco KBW Premium Yield Equity REIT ETF

Return for Risk

KBWY vs. SRVR — Risk / Return Rank

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

KBWY

KBWY Risk / Return Rank: 13
KBWY Sharpe Ratio Rank: 13
KBWY Sortino Ratio Rank: 13
KBWY Omega Ratio Rank: 13
KBWY Calmar Ratio Rank: 14
KBWY Martin Ratio Rank: 14

SRVR

SRVR Risk / Return Rank: 29
SRVR Sharpe Ratio Rank: 31
SRVR Sortino Ratio Rank: 31
SRVR Omega Ratio Rank: 28
SRVR Calmar Ratio Rank: 30
SRVR Martin Ratio Rank: 23

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.

KBWY vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco KBW Premium Yield Equity REIT ETF (KBWY) 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.

	KBWY	SRVR	Difference
Sharpe ratio Return per unit of total volatility	0.04	0.53	-0.49
Sortino ratio Return per unit of downside risk	0.19	0.86	-0.67
Omega ratio Gain probability vs. loss probability	1.02	1.11	-0.09
Calmar ratio Return relative to maximum drawdown	0.08	0.67	-0.59
Martin ratio Return relative to average drawdown	0.23	1.45	-1.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KBWY vs. SRVR - Sharpe Ratio Comparison

The current KBWY Sharpe Ratio is 0.04, which is lower than the SRVR Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of KBWY and SRVR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	KBWY	SRVR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.04	0.53	-0.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.01	-0.04	+0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.25	-0.09

Correlation

The correlation between KBWY and SRVR is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

KBWY vs. SRVR - Dividend Comparison

KBWY's dividend yield for the trailing twelve months is around 9.87%, more than SRVR's 2.95% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KBWY Invesco KBW Premium Yield Equity REIT ETF	9.87%	9.79%	8.74%	7.90%	7.41%	5.05%	10.35%	6.19%	8.64%	7.25%	6.55%	5.72%
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	2.95%	2.67%	2.00%	3.69%	1.70%	1.19%	1.59%	1.61%	2.13%	0.00%	0.00%	0.00%

Drawdowns

KBWY vs. SRVR - Drawdown Comparison

The maximum KBWY drawdown since its inception was -57.68%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for KBWY and SRVR.

Drawdown Indicators

	KBWY	SRVR	Difference
Max Drawdown Largest peak-to-trough decline	-57.68%	-40.99%	-16.69%
Max Drawdown (1Y) Largest decline over 1 year	-13.71%	-14.78%	+1.07%
Max Drawdown (5Y) Largest decline over 5 years	-32.29%	-40.99%	+8.70%
Max Drawdown (10Y) Largest decline over 10 years	-57.68%	—	—
Current Drawdown Current decline from peak	-22.78%	-19.60%	-3.18%
Average Drawdown Average peak-to-trough decline	-14.17%	-15.35%	+1.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.89%	6.86%	-1.97%

Volatility

KBWY vs. SRVR - Volatility Comparison

Invesco KBW Premium Yield Equity REIT ETF (KBWY) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) have volatilities of 5.91% and 6.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KBWY	SRVR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.91%	6.07%	-0.16%
Volatility (6M) Calculated over the trailing 6-month period	11.75%	11.93%	-0.18%
Volatility (1Y) Calculated over the trailing 1-year period	19.26%	18.22%	+1.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.58%	19.50%	+2.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.04%	21.48%	+5.56%