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RIT.TO vs. SRVR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RIT.TO vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Canadian REIT ETF (RIT.TO) 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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RIT.TO vs. SRVR - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
RIT.TO
CI Canadian REIT ETF
0.88%12.19%2.32%5.37%-20.74%34.36%-6.83%22.86%0.48%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
11.28%-6.49%11.53%4.48%-27.05%21.20%10.10%35.00%2.95%
Different Trading Currencies

RIT.TO is traded in CAD, while SRVR is traded in USD. To make them comparable, the SRVR values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, RIT.TO achieves a 0.88% return, which is significantly lower than SRVR's 11.28% return.


RIT.TO

1D
1.34%
1M
-5.54%
YTD
0.88%
6M
-0.92%
1Y
9.83%
3Y*
5.42%
5Y*
3.89%
10Y*
6.54%

SRVR

1D
2.85%
1M
-4.69%
YTD
11.28%
6M
0.65%
1Y
5.98%
3Y*
5.72%
5Y*
1.27%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RIT.TO vs. SRVR - Expense Ratio Comparison

RIT.TO has a 0.87% expense ratio, which is higher than SRVR's 0.60% expense ratio.


Return for Risk

RIT.TO vs. SRVR — Risk / Return Rank

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

RIT.TO
RIT.TO Risk / Return Rank: 4141
Overall Rank
RIT.TO Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
RIT.TO Sortino Ratio Rank: 4040
Sortino Ratio Rank
RIT.TO Omega Ratio Rank: 3636
Omega Ratio Rank
RIT.TO Calmar Ratio Rank: 4747
Calmar Ratio Rank
RIT.TO Martin Ratio Rank: 4040
Martin Ratio Rank

SRVR
SRVR Risk / Return Rank: 2929
Overall Rank
SRVR Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 3131
Sortino Ratio Rank
SRVR Omega Ratio Rank: 2828
Omega Ratio Rank
SRVR Calmar Ratio Rank: 3030
Calmar Ratio Rank
SRVR Martin Ratio Rank: 2323
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.

RIT.TO vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CI Canadian REIT ETF (RIT.TO) 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.


RIT.TOSRVRDifference

Sharpe ratio

Return per unit of total volatility

0.76

0.35

+0.41

Sortino ratio

Return per unit of downside risk

1.15

0.60

+0.55

Omega ratio

Gain probability vs. loss probability

1.15

1.07

+0.07

Calmar ratio

Return relative to maximum drawdown

1.23

0.50

+0.73

Martin ratio

Return relative to average drawdown

3.80

1.18

+2.62

RIT.TO vs. SRVR - Sharpe Ratio Comparison

The current RIT.TO Sharpe Ratio is 0.76, which is higher than the SRVR Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of RIT.TO and SRVR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RIT.TOSRVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

0.35

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.07

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.33

+0.17

Correlation

The correlation between RIT.TO and SRVR is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

RIT.TO vs. SRVR - Dividend Comparison

RIT.TO's dividend yield for the trailing twelve months is around 4.86%, more than SRVR's 2.95% yield.


TTM20252024202320222021202020192018201720162015
RIT.TO
CI Canadian REIT ETF
4.86%4.85%5.18%5.04%5.04%3.82%4.92%4.35%5.11%5.05%5.28%4.79%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.95%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%0.00%0.00%0.00%

Drawdowns

RIT.TO vs. SRVR - Drawdown Comparison

The maximum RIT.TO drawdown since its inception was -56.72%, which is greater than SRVR's maximum drawdown of -36.27%. Use the drawdown chart below to compare losses from any high point for RIT.TO and SRVR.


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Drawdown Indicators


RIT.TOSRVRDifference

Max Drawdown

Largest peak-to-trough decline

-56.72%

-40.99%

-15.73%

Max Drawdown (1Y)

Largest decline over 1 year

-8.45%

-14.78%

+6.33%

Max Drawdown (5Y)

Largest decline over 5 years

-30.75%

-40.99%

+10.24%

Max Drawdown (10Y)

Largest decline over 10 years

-40.90%

Current Drawdown

Current decline from peak

-5.54%

-19.60%

+14.06%

Average Drawdown

Average peak-to-trough decline

-8.86%

-15.35%

+6.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.73%

6.86%

-4.13%

Volatility

RIT.TO vs. SRVR - Volatility Comparison

The current volatility for CI Canadian REIT ETF (RIT.TO) is 4.09%, while Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a volatility of 6.08%. This indicates that RIT.TO 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


RIT.TOSRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.09%

6.08%

-1.99%

Volatility (6M)

Calculated over the trailing 6-month period

8.01%

11.58%

-3.57%

Volatility (1Y)

Calculated over the trailing 1-year period

12.94%

17.24%

-4.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.66%

17.49%

-2.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.43%

19.69%

-4.26%