RITA vs. SRVR

Last updated Jul 17, 2026

RITA (ETFB Green SRI REITs ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both REIT funds - RITA tracks the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross while SRVR tracks the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 3 years, RITA returned 7.28%/yr vs 3.89%/yr for SRVR. A 0.75 correlation means they provide meaningful diversification when combined. RITA charges 0.50%/yr vs 0.49%/yr for SRVR.

Performance

RITA vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETFB Green SRI REITs ETF (RITA) and Pacer Data & Infrastructure Real Estate ETF (SRVR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RITA achieves a 15.50% return, which is significantly higher than SRVR's 6.87% return.

RITA

• 1D: 2.67%
• 1M: 5.23%
• 6M: 13.85%
• YTD: 15.50%
• 1Y: 17.93%
• 3Y*: 7.28%
• 5Y*: —
• 10Y*: —

SRVR

• 1D: -1.78%
• 1M: -10.64%
• 6M: 0.07%
• YTD: 6.87%
• 1Y: -4.54%
• 3Y*: 3.89%
• 5Y*: -3.67%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RITA vs. SRVR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
RITA ETFB Green SRI REITs ETF	15.50%	3.93%	1.93%	9.66%	-29.30%	4.81%
SRVR Pacer Data & Infrastructure Real Estate ETF	6.87%	-1.99%	2.70%	6.84%	-31.90%	4.92%

Correlation

The correlation between RITA and SRVR is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.47
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021	0.75

Over the past year, the correlation between RITA and SRVR has dropped to 0.47 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.

Return for Risk

RITA vs. SRVR — Risk / Return Rank

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

RITA

RITA Risk / Return Rank: 47
RITA Sharpe Ratio Rank: 46
RITA Sortino Ratio Rank: 44
RITA Omega Ratio Rank: 45
RITA Calmar Ratio Rank: 49
RITA Martin Ratio Rank: 52

SRVR

SRVR Risk / Return Rank: 7
SRVR Sharpe Ratio Rank: 7
SRVR Sortino Ratio Rank: 6
SRVR Omega Ratio Rank: 7
SRVR Calmar Ratio Rank: 7
SRVR Martin Ratio Rank: 7

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.

RITA vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) 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.

	RITA	SRVR	Difference
Sharpe ratio: Return per unit of total volatility	1.31	-0.26	+1.58
Sortino ratio: Return per unit of downside risk	1.86	-0.26	+2.12
Omega ratio: Gain probability vs. loss probability	1.24	0.97	+0.27
Calmar ratio: Return relative to maximum drawdown	2.02	-0.30	+2.32
Martin ratio: Return relative to average drawdown	7.02	-0.60	+7.62

RITA vs. SRVR - Sharpe Ratio Comparison

The current RITA Sharpe Ratio is 1.31, which is higher than the SRVR Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of RITA and SRVR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RITA vs. SRVR - Drawdown Comparison

The maximum RITA drawdown since its inception was -35.92%, smaller than the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for RITA and SRVR.

Drawdown Indicators

	RITA	SRVR	Difference
Max Drawdown Largest peak-to-trough decline	-35.92%	-40.99%	+5.07%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	-14.98%	+6.05%
Max Drawdown (3Y) Largest decline over 3 years	-20.85%	-18.34%	-2.51%
Max Drawdown (5Y) Largest decline over 5 years	—	-40.99%	—
Current Drawdown Current decline from peak	-5.15%	-21.75%	+16.60%
Average Drawdown Average peak-to-trough decline	-20.33%	-15.27%	-5.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.56%	7.55%	-4.99%

Volatility

RITA vs. SRVR - Volatility Comparison

ETFB Green SRI REITs ETF (RITA) has a higher volatility of 5.09% compared to Pacer Data & Infrastructure Real Estate ETF (SRVR) at 4.22%. This indicates that RITA'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.

Volatility by Period

	RITA	SRVR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.09%	4.22%	+0.87%
Volatility (6M) Calculated over the trailing 6-month period	11.13%	14.02%	-2.89%
Volatility (1Y) Calculated over the trailing 1-year period	13.73%	17.29%	-3.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.79%	19.85%	-2.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.79%	21.41%	-3.62%

RITA vs. SRVR - Expense Ratio Comparison

RITA has a 0.50% expense ratio, which is higher than SRVR's 0.49% expense ratio.

Dividends

RITA vs. SRVR - Dividend Comparison

RITA's dividend yield for the trailing twelve months is around 2.29%, less than SRVR's 2.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
RITA ETFB Green SRI REITs ETF	2.29%	2.50%	3.12%	3.25%	2.41%	0.21%	0.00%	0.00%	0.00%
SRVR Pacer Data & Infrastructure Real Estate ETF	2.86%	2.67%	2.00%	3.69%	1.70%	1.19%	1.59%	1.61%	2.13%

Frequently Asked Questions

Can I hold both RITA and SRVR in my portfolio?

RITA and SRVR have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RITA or SRVR?

RITA has higher volatility (5.09%) compared to SRVR (4.22%). In terms of maximum drawdown, RITA dropped -35.92% vs SRVR's -40.99%.

Which ETF is better, RITA or SRVR?

On 3-year performance, RITA leads with 7.28% vs 3.89% for SRVR. On fees, SRVR is cheaper at 0.49% per year. On volatility, SRVR has been the lower-risk option at 4.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RITA or SRVR?

Over the 3-year period, RITA has performed better with a 7.28% return vs 3.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RITA or SRVR?

SRVR is cheaper with a 0.49% expense ratio, compared with 0.50% for RITA.

Which ETF pays a higher dividend yield, RITA or SRVR?

SRVR has the higher dividend yield at 2.86%, compared with 2.29% for RITA.

What is the main difference between RITA and SRVR?

RITA tracks FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross, while SRVR tracks FTSE Nareit All Equity REITs Index. They also come from different issuers: ETFB and Pacer. Their fees differ too: 0.50% for RITA and 0.49% for SRVR.

Which has better risk-adjusted returns?

RITA currently has the higher Sharpe Ratio (1.31 vs -0.26), 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.