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 8.23%/yr vs -2.93%/yr for SRVR. Their 0.55 correlation means they have sometimes moved together and sometimes differently. 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 7.57% return, which is significantly lower than SRVR's 9.97% return.
PALC
- 1D
- 1.12%
- 1M
- -3.51%
- 6M
- 2.92%
- YTD
- 7.57%
- 1Y
- 14.85%
- 3Y*
- 14.31%
- 5Y*
- 8.23%
- 10Y*
- —
- ALL TIME*
- 15.70%
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) |
|---|---|---|---|
| $402.74K | $382.20K | $753.16K | |
| $2.07M | $2.11M | $2.68M |
PALC vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF | 7.57% | 7.28% | 21.24% | 17.52% | -14.74% | 41.03% | 23.19% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 9.97% | -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 historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer 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 | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.03 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 0.10 | +1.48 |
| Martin ratioReturn relative to average drawdown | 4.93 | 0.24 | +4.68 |
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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 | -9.42% | -15.01% | +5.59% |
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 | -6.26% | -19.47% | +13.21% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -15.30% | +9.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 6.23% | -3.21% |
Volatility
PALC vs. SRVR - Volatility Comparison
Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) has a higher volatility of 5.53% compared to Pacer Data & Infrastructure Real Estate ETF (SRVR) at 5.03%. 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 | 5.53% | 5.03% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 14.17% | -1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 17.46% | -2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 19.90% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 21.39% | -4.10% |
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 1.09%, less than SRVR's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.09% | 1.08% | 0.93% | 0.74% | 1.69% | 0.64% | 0.72% | 0.00% | 0.00% |
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% |
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 (5.53%) compared to SRVR (5.03%). In terms of maximum drawdown, PALC dropped -24.45% vs SRVR's -40.99%.
On 5-year performance, PALC leads with 8.23% vs -2.93% for SRVR. On fees, SRVR is cheaper at 0.49% 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, PALC has performed better with a 8.23% return vs -2.93%. 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 2.78%, compared with 1.09% 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 (1.03 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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