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RWX vs. SRVR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RWX vs. SRVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR DJ Wilshire International Real Estate ETF (RWX) 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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RWX vs. SRVR - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
RWX
SPDR DJ Wilshire International Real Estate ETF
-2.64%26.24%-12.15%6.25%-21.84%9.34%-9.03%19.88%-8.03%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
10.71%-1.99%2.70%6.84%-31.90%22.31%11.99%41.98%-3.51%

Returns By Period

In the year-to-date period, RWX achieves a -2.64% return, which is significantly lower than SRVR's 10.71% return.


RWX

1D
1.69%
1M
-8.37%
YTD
-2.64%
6M
-1.06%
1Y
14.34%
3Y*
5.01%
5Y*
-0.87%
10Y*
0.75%

SRVR

1D
0.83%
1M
-5.63%
YTD
10.71%
6M
1.23%
1Y
9.91%
3Y*
5.01%
5Y*
-0.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RWX vs. SRVR - Expense Ratio Comparison

RWX has a 0.59% expense ratio, which is lower than SRVR's 0.60% expense ratio.


Return for Risk

RWX vs. SRVR — Risk / Return Rank

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

RWX
RWX Risk / Return Rank: 4848
Overall Rank
RWX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
RWX Sortino Ratio Rank: 5353
Sortino Ratio Rank
RWX Omega Ratio Rank: 4646
Omega Ratio Rank
RWX Calmar Ratio Rank: 3939
Calmar Ratio Rank
RWX Martin Ratio Rank: 4646
Martin Ratio Rank

SRVR
SRVR Risk / Return Rank: 2727
Overall Rank
SRVR Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 2828
Sortino Ratio Rank
SRVR Omega Ratio Rank: 2626
Omega Ratio Rank
SRVR Calmar Ratio Rank: 2929
Calmar Ratio Rank
SRVR Martin Ratio Rank: 2222
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.

RWX vs. SRVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR DJ Wilshire International Real Estate ETF (RWX) 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.


RWXSRVRDifference

Sharpe ratio

Return per unit of total volatility

1.02

0.55

+0.47

Sortino ratio

Return per unit of downside risk

1.47

0.88

+0.58

Omega ratio

Gain probability vs. loss probability

1.19

1.11

+0.07

Calmar ratio

Return relative to maximum drawdown

1.09

0.71

+0.37

Martin ratio

Return relative to average drawdown

4.61

1.54

+3.08

RWX vs. SRVR - Sharpe Ratio Comparison

The current RWX Sharpe Ratio is 1.02, which is higher than the SRVR Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of RWX 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


RWXSRVRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

0.55

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

-0.03

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.26

-0.23

Correlation

The correlation between RWX and SRVR is 0.57, 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

RWX vs. SRVR - Dividend Comparison

RWX's dividend yield for the trailing twelve months is around 3.75%, more than SRVR's 2.92% yield.


TTM20252024202320222021202020192018201720162015
RWX
SPDR DJ Wilshire International Real Estate ETF
3.75%3.65%4.32%3.90%4.05%4.62%2.92%8.94%5.28%2.77%8.74%2.94%
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.92%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%0.00%0.00%0.00%

Drawdowns

RWX vs. SRVR - Drawdown Comparison

The maximum RWX drawdown since its inception was -73.62%, which is greater than SRVR's maximum drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for RWX and SRVR.


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Drawdown Indicators


RWXSRVRDifference

Max Drawdown

Largest peak-to-trough decline

-73.62%

-40.99%

-32.63%

Max Drawdown (1Y)

Largest decline over 1 year

-13.58%

-14.78%

+1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-35.91%

-40.99%

+5.08%

Max Drawdown (10Y)

Largest decline over 10 years

-43.37%

Current Drawdown

Current decline from peak

-14.14%

-18.93%

+4.79%

Average Drawdown

Average peak-to-trough decline

-20.37%

-15.35%

-5.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

6.87%

-3.67%

Volatility

RWX vs. SRVR - Volatility Comparison

SPDR DJ Wilshire International Real Estate ETF (RWX) and Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) have volatilities of 5.93% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RWXSRVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.93%

5.82%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

9.58%

11.96%

-2.38%

Volatility (1Y)

Calculated over the trailing 1-year period

14.14%

18.24%

-4.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.69%

19.50%

-3.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.42%

21.48%

-5.06%