SHPP vs. SRVR
SHPP (Pacer Industrials and Logistics ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both exchange-traded funds - SHPP is a Industrials Equities fund tracking the Pacer Global Supply Chain Infrastructure Index - Benchmark TR Net, while SRVR is a REIT fund tracking the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 3 years, SHPP returned 11.02%/yr vs 3.89%/yr for SRVR. A 0.61 correlation means they provide meaningful diversification when combined. SHPP charges 0.61%/yr vs 0.49%/yr for SRVR.
Performance
SHPP vs. SRVR - Performance Comparison
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Returns By Period
In the year-to-date period, SHPP achieves a 19.13% return, which is significantly higher than SRVR's 6.87% return.
SHPP
- 1D
- 1.23%
- 1M
- 2.17%
- 6M
- 15.11%
- YTD
- 19.13%
- 1Y
- 25.38%
- 3Y*
- 11.02%
- 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*
- —
SHPP vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SHPP Pacer Industrials and Logistics ETF | 19.13% | 12.88% | 0.76% | 20.86% | -4.12% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 6.87% | -1.99% | 2.70% | 6.84% | -19.91% |
Correlation
The correlation between SHPP and SRVR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2022 | 0.61 |
The correlation between SHPP and SRVR has been stable across timeframes, ranging from 0.51 to 0.61 - a consistent structural relationship.
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Return for Risk
SHPP vs. SRVR — Risk / Return Rank
SHPP
SRVR
SHPP vs. SRVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Industrials and Logistics ETF (SHPP) 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.
| SHPP | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.92 | ||
| Sortino ratioReturn per unit of downside risk | +2.56 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.97 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | -0.30 | +2.61 |
| Martin ratioReturn relative to average drawdown | 8.39 | -0.60 | +8.99 |
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Drawdowns
SHPP vs. SRVR - Drawdown Comparison
The maximum SHPP drawdown since its inception was -21.57%, smaller than the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for SHPP and SRVR.
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Drawdown Indicators
| SHPP | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.57% | -40.99% | +19.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -14.98% | +3.92% |
Max Drawdown (3Y)Largest decline over 3 years | -18.84% | -18.34% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.99% | — |
Current DrawdownCurrent decline from peak | 0.00% | -21.75% | +21.75% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -15.27% | +11.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 7.55% | -4.52% |
Volatility
SHPP vs. SRVR - Volatility Comparison
The current volatility for Pacer Industrials and Logistics ETF (SHPP) is 4.00%, while Pacer Data & Infrastructure Real Estate ETF (SRVR) has a volatility of 4.22%. This indicates that SHPP 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
| SHPP | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 4.22% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.77% | 14.02% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 17.29% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 19.85% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 21.41% | -4.02% |
SHPP vs. SRVR - Expense Ratio Comparison
SHPP has a 0.61% expense ratio, which is higher than SRVR's 0.49% expense ratio.
Dividends
SHPP vs. SRVR - Dividend Comparison
SHPP's dividend yield for the trailing twelve months is around 1.67%, less than SRVR's 2.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SHPP Pacer Industrials and Logistics ETF | 1.67% | 1.80% | 2.41% | 2.89% | 1.15% | 0.00% | 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
SHPP and SRVR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (4.22%) compared to SHPP (4.00%). In terms of maximum drawdown, SHPP dropped -21.57% vs SRVR's -40.99%.
On 3-year performance, SHPP leads with 11.02% vs 3.89% for SRVR. On fees, SRVR is cheaper at 0.49% per year. On volatility, SHPP has been the lower-risk option at 4.00%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SHPP has performed better with a 11.02% return vs 3.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SRVR is cheaper with a 0.49% expense ratio, compared with 0.61% for SHPP.
SRVR has the higher dividend yield at 2.86%, compared with 1.67% for SHPP.
SHPP is categorized as Industrials Equities, while SRVR is REIT. SHPP tracks Pacer Global Supply Chain Infrastructure Index - Benchmark TR Net, while SRVR tracks FTSE Nareit All Equity REITs Index. Their fees differ too: 0.61% for SHPP and 0.49% for SRVR.
SHPP currently has the higher Sharpe Ratio (1.65 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.
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