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RINC vs. SRVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RINC vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Real Estate Income ETF (RINC) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


RINC

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

SRVR

1D
-1.79%
1M
-2.74%
YTD
19.79%
6M
20.69%
1Y
11.19%
3Y*
8.85%
5Y*
-0.81%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RINC vs. SRVR - Yearly Performance Comparison


2026 (YTD)202520242023
RINC
AXS Real Estate Income ETF
0.00%7.75%-5.74%1.71%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
19.79%-1.99%2.70%7.54%

Correlation

The correlation between RINC and SRVR is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Aug 29, 2023

0.43

Over the past year, the correlation between RINC and SRVR has dropped to 0.15 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.

RINC vs. SRVR - Sectors Allocation Comparison


Sectors
RINC
SRVR

Real Estate

100.0%
66.4%

Basic Materials

-

0.8%

Communication Services

-

7.5%

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

3.8%

Financial Services

-

0.9%

Healthcare

-

-

Industrials

-

11.7%

Technology

-

6.8%

Utilities

-

2.2%

Real Estate

RINC
100.0%
SRVR
66.4%

Basic Materials

RINC

-

SRVR
0.8%

Communication Services

RINC

-

SRVR
7.5%

Consumer Cyclical

RINC

-

SRVR

-

Consumer Defensive

RINC

-

SRVR

-

Energy

RINC

-

SRVR
3.8%

Financial Services

RINC

-

SRVR
0.9%

Healthcare

RINC

-

SRVR

-

Industrials

RINC

-

SRVR
11.7%

Technology

RINC

-

SRVR
6.8%

Utilities

RINC

-

SRVR
2.2%

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Return for Risk

RINC vs. SRVR — Risk / Return Rank

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

RINC

SRVR
SRVR Risk / Return Rank: 1919
Overall Rank
SRVR Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 1919
Sortino Ratio Rank
SRVR Omega Ratio Rank: 1919
Omega Ratio Rank
SRVR Calmar Ratio Rank: 1818
Calmar Ratio Rank
SRVR Martin Ratio Rank: 1717
Martin Ratio Rank
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.

RINC vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXS Real Estate Income ETF (RINC) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RINC vs. SRVR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RINCSRVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

Drawdowns

RINC vs. SRVR - Drawdown Comparison


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Drawdown Indicators


RINCSRVRDifference

Max Drawdown

Largest peak-to-trough decline

-40.99%

Max Drawdown (1Y)

Largest decline over 1 year

-14.78%

Max Drawdown (3Y)

Largest decline over 3 years

-18.34%

Max Drawdown (5Y)

Largest decline over 5 years

-40.99%

Current Drawdown

Current decline from peak

-12.28%

Average Drawdown

Average peak-to-trough decline

-15.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.83%

Volatility

RINC vs. SRVR - Volatility Comparison


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Volatility by Period


RINCSRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

Volatility (6M)

Calculated over the trailing 6-month period

13.12%

Volatility (1Y)

Calculated over the trailing 1-year period

16.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.44%

RINC vs. SRVR - Expense Ratio Comparison

RINC has a 0.89% expense ratio, which is higher than SRVR's 0.60% expense ratio.


Dividends

RINC vs. SRVR - Dividend Comparison

RINC's dividend yield for the trailing twelve months is around 2.16%, less than SRVR's 2.70% yield.


PositionTTM20252024202320222021202020192018
RINC
AXS Real Estate Income ETF
2.16%6.04%10.85%3.88%0.00%0.00%0.00%0.00%0.00%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.70%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%

Frequently Asked Questions


RINC and SRVR have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SRVR is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SRVR is cheaper with a 0.60% expense ratio, compared with 0.89% for RINC.

SRVR has the higher dividend yield at 2.70%, compared with 2.16% for RINC.

RINC tracks Gapstow Real Estate Income Index, while SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index. They also come from different issuers: AXS and Pacer. Their fees differ too: 0.89% for RINC and 0.60% for SRVR.

Portfolio Optimizer

Find the right allocation for RINC and SRVR

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