PALC vs. SRVR
PALC (Pacer Lunt Large Cap Multi-Factor Alternator ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both exchange-traded funds - PALC is a Large Cap Growth Equities fund tracking the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, while SRVR is a REIT fund tracking the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 5 years, PALC returned 8.89%/yr vs -3.29%/yr for SRVR. A 0.55 correlation means they provide meaningful diversification when combined. PALC charges 0.60%/yr vs 0.49%/yr for SRVR.
Performance
PALC vs. SRVR - Performance Comparison
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Returns By Period
In the year-to-date period, PALC achieves a 9.84% return, which is significantly higher than SRVR's 9.16% return.
PALC
- 1D
- -1.64%
- 1M
- -0.69%
- 6M
- 5.44%
- YTD
- 9.84%
- 1Y
- 17.30%
- 3Y*
- 14.46%
- 5Y*
- 8.89%
- 10Y*
- —
SRVR
- 1D
- -1.46%
- 1M
- -7.99%
- 6M
- 4.54%
- YTD
- 9.16%
- 1Y
- -0.06%
- 3Y*
- 3.87%
- 5Y*
- -3.29%
- 10Y*
- —
PALC vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF | 9.84% | 7.28% | 21.24% | 17.52% | -14.74% | 41.03% | 23.19% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 9.16% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 3.11% |
Correlation
The correlation between PALC and SRVR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2020 | 0.55 |
The correlation between PALC and SRVR has been stable across timeframes, ranging from 0.49 to 0.58 - a consistent structural relationship.
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Return for Risk
PALC vs. SRVR — Risk / Return Rank
PALC
SRVR
PALC vs. SRVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) 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.
| PALC | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.01 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | -0.00 | +1.95 |
| Martin ratioReturn relative to average drawdown | 6.85 | -0.01 | +6.86 |
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Drawdowns
PALC vs. SRVR - Drawdown Comparison
The maximum PALC drawdown since its inception was -24.45%, smaller than the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for PALC and SRVR.
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Drawdown Indicators
| PALC | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.45% | -40.99% | +16.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -14.78% | +5.84% |
Max Drawdown (3Y)Largest decline over 3 years | -17.39% | -18.34% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | -40.99% | +16.54% |
Current DrawdownCurrent decline from peak | -4.28% | -20.07% | +15.79% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -15.26% | +9.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 7.40% | -4.87% |
Volatility
PALC vs. SRVR - Volatility Comparison
Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) has a higher volatility of 7.42% compared to Pacer Data & Infrastructure Real Estate ETF (SRVR) at 4.48%. This indicates that PALC'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
| PALC | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 4.48% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 14.02% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 17.27% | -3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 19.84% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 21.42% | -4.15% |
PALC vs. SRVR - Expense Ratio Comparison
PALC has a 0.60% expense ratio, which is higher than SRVR's 0.49% expense ratio.
Dividends
PALC vs. SRVR - Dividend Comparison
PALC's dividend yield for the trailing twelve months is around 1.07%, less than SRVR's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.07% | 1.08% | 0.93% | 0.74% | 1.69% | 0.64% | 0.72% | 0.00% | 0.00% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 2.80% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% |
Frequently Asked Questions
PALC and SRVR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PALC has higher volatility (7.42%) compared to SRVR (4.48%). In terms of maximum drawdown, PALC dropped -24.45% vs SRVR's -40.99%.
On 5-year performance, PALC leads with 8.89% vs -3.29% for SRVR. On fees, SRVR is cheaper at 0.49% per year. On volatility, SRVR has been the lower-risk option at 4.48%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, PALC has performed better with a 8.89% return vs -3.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SRVR is cheaper with a 0.49% expense ratio, compared with 0.60% for PALC.
SRVR has the higher dividend yield at 2.80%, compared with 1.07% for PALC.
PALC is categorized as Large Cap Growth Equities, while SRVR is REIT. PALC tracks Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, while SRVR tracks FTSE Nareit All Equity REITs Index. Their fees differ too: 0.60% for PALC and 0.49% for SRVR.
PALC currently has the higher Sharpe Ratio (1.24 vs -0.00), 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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