PWS vs. SRVR
PWS (Pacer WealthShield ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both exchange-traded funds - PWS is a Diversified Portfolio fund tracking the Pacer WealthShield Index, while SRVR is a REIT fund tracking the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 5 years, PWS returned 1.52%/yr vs -3.01%/yr for SRVR. Their 0.34 correlation means their historical movements had little consistent relationship. PWS charges 0.60%/yr vs 0.49%/yr for SRVR.
Performance
PWS vs. SRVR - Performance Comparison
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Returns By Period
In the year-to-date period, PWS achieves a -0.34% return, which is significantly lower than SRVR's 8.80% return.
PWS
- 1D
- -0.54%
- 1M
- -1.75%
- 6M
- -2.53%
- YTD
- -0.34%
- 1Y
- 6.04%
- 3Y*
- 6.01%
- 5Y*
- 1.52%
- 10Y*
- —
- ALL TIME*
- 4.27%
SRVR
- 1D
- -1.06%
- 1M
- -0.84%
- 6M
- 1.06%
- YTD
- 8.80%
- 1Y
- 0.43%
- 3Y*
- 4.12%
- 5Y*
- -3.01%
- 10Y*
- —
- ALL TIME*
- 5.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $30.91K | $71.31K | $181.41K | |
| $1.88M | $2.23M | $2.66M |
PWS vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PWS Pacer WealthShield ETF | -0.34% | 8.05% | 14.01% | -3.58% | -12.10% | 14.43% | 22.16% | 1.36% | -6.53% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 8.80% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
Correlation
The correlation between PWS and SRVR is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.34 |
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Return for Risk
PWS vs. SRVR — Risk / Return Rank
PWS
SRVR
PWS vs. SRVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer WealthShield ETF (PWS) 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.
| PWS | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.01 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | -0.02 | +0.65 |
| Martin ratioReturn relative to average drawdown | 1.39 | -0.05 | +1.44 |
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Drawdowns
PWS vs. SRVR - Drawdown Comparison
The maximum PWS drawdown since its inception was -24.93%, smaller than the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for PWS and SRVR.
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Drawdown Indicators
| PWS | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.93% | -40.99% | +16.06% |
Max Drawdown (1Y)Largest decline over 1 year | -6.88% | -15.01% | +8.13% |
Max Drawdown (3Y)Largest decline over 3 years | -10.47% | -18.34% | +7.87% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -40.99% | +16.06% |
Current DrawdownCurrent decline from peak | -4.15% | -20.33% | +16.18% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -15.30% | +6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 6.18% | -3.05% |
Volatility
PWS vs. SRVR - Volatility Comparison
The current volatility for Pacer WealthShield ETF (PWS) is 2.96%, while Pacer Data & Infrastructure Real Estate ETF (SRVR) has a volatility of 5.05%. This indicates that PWS experiences smaller price fluctuations and is considered to be less risky 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
| PWS | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 5.05% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.56% | 14.27% | -6.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.74% | 17.42% | -5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.78% | 19.89% | -8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.33% | 21.39% | -7.06% |
PWS vs. SRVR - Expense Ratio Comparison
PWS has a 0.60% expense ratio, which is higher than SRVR's 0.49% expense ratio.
Dividends
PWS vs. SRVR - Dividend Comparison
PWS's dividend yield for the trailing twelve months is around 1.32%, less than SRVR's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PWS Pacer WealthShield ETF | 1.32% | 1.59% | 1.33% | 2.21% | 1.45% | 0.94% | 0.53% | 1.77% | 1.16% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 2.81% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% |
Frequently Asked Questions
PWS and SRVR have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (5.05%) compared to PWS (2.96%). In terms of maximum drawdown, PWS dropped -24.93% vs SRVR's -40.99%.
On 5-year performance, PWS leads with 1.52% vs -3.01% for SRVR. On fees, SRVR is cheaper at 0.49% per year. On volatility, PWS has been the lower-risk option at 2.96%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, PWS has performed better with a 1.52% return vs -3.01%. 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 PWS.
SRVR has the higher dividend yield at 2.81%, compared with 1.32% for PWS.
PWS is categorized as Diversified Portfolio, while SRVR is REIT. PWS tracks Pacer WealthShield Index, while SRVR tracks FTSE Nareit All Equity REITs Index. Their fees differ too: 0.60% for PWS and 0.49% for SRVR.
PWS currently has the higher Sharpe Ratio (0.37 vs -0.02), 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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