SRVR vs. AMT
Compare and contrast key facts about Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and American Tower Corporation (AMT).
SRVR is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Data & Infrastructure Real Estate SCTR Index. It was launched on May 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRVR or AMT.
Performance
SRVR vs. AMT - Performance Comparison
Returns By Period
In the year-to-date period, SRVR achieves a 5.25% return, which is significantly higher than AMT's -4.64% return.
SRVR
5.25%
-3.57%
13.05%
12.86%
2.20%
N/A
AMT
-4.64%
-9.30%
6.63%
5.03%
1.66%
9.46%
Key characteristics
| SRVR | AMT | |
|---|---|---|
| Sharpe Ratio | 0.78 | 0.16 |
| Sortino Ratio | 1.15 | 0.39 |
| Omega Ratio | 1.15 | 1.05 |
| Calmar Ratio | 0.34 | 0.10 |
| Martin Ratio | 2.31 | 0.39 |
| Ulcer Index | 5.26% | 10.08% |
| Daily Std Dev | 15.56% | 23.92% |
| Max Drawdown | -40.99% | -98.70% |
| Current Drawdown | -23.43% | -27.34% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between SRVR and AMT is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
SRVR vs. AMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and American Tower Corporation (AMT). 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.
Dividends
SRVR vs. AMT - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 1.84%, less than AMT's 3.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 1.84% | 3.69% | 1.70% | 1.19% | 1.58% | 1.61% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMT American Tower Corporation | 3.27% | 2.99% | 2.77% | 1.78% | 2.02% | 1.64% | 1.99% | 1.84% | 2.05% | 1.87% | 1.42% | 1.38% |
Drawdowns
SRVR vs. AMT - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum AMT drawdown of -98.70%. Use the drawdown chart below to compare losses from any high point for SRVR and AMT. For additional features, visit the drawdowns tool.
Volatility
SRVR vs. AMT - Volatility Comparison
The current volatility for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) is 5.83%, while American Tower Corporation (AMT) has a volatility of 10.44%. This indicates that SRVR experiences smaller price fluctuations and is considered to be less risky than AMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.