REET vs. SRVR
Compare and contrast key facts about iShares Global REIT ETF (REET) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR).
REET and SRVR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. SRVR is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Data & Infrastructure Real Estate SCTR Index. It was launched on May 15, 2018. Both REET 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REET or SRVR.
Key characteristics
| REET | SRVR | |
|---|---|---|
| YTD Return | -8.08% | -11.45% |
| 1Y Return | 0.31% | -5.57% |
| 3Y Return (Ann) | -3.92% | -9.94% |
| 5Y Return (Ann) | -0.36% | 0.22% |
| Sharpe Ratio | -0.06 | -0.40 |
| Daily Std Dev | 17.05% | 18.51% |
| Max Drawdown | -44.59% | -40.99% |
| Current Drawdown | -23.06% | -35.58% |
Correlation
The correlation between REET and SRVR is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
REET vs. SRVR - Performance Comparison
In the year-to-date period, REET achieves a -8.08% return, which is significantly higher than SRVR's -11.45% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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REET vs. SRVR - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than SRVR's 0.60% expense ratio.
Risk-Adjusted Performance
REET vs. SRVR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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.
Dividends
REET vs. SRVR - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.49%, less than SRVR's 4.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.49% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.30% | 3.56% | 2.11% |
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 4.16% | 3.69% | 1.70% | 1.19% | 1.59% | 1.62% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
REET vs. SRVR - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for REET and SRVR. For additional features, visit the drawdowns tool.
Volatility
REET vs. SRVR - Volatility Comparison
The current volatility for iShares Global REIT ETF (REET) is 5.20%, while Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a volatility of 5.57%. This indicates that REET 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.