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.
Key characteristics
| SRVR | AMT | |
|---|---|---|
| YTD Return | 6.76% | -6.92% |
| 1Y Return | 21.28% | 10.19% |
| 3Y Return (Ann) | -6.16% | -7.69% |
| 5Y Return (Ann) | 2.73% | 1.15% |
| Sharpe Ratio | 1.33 | 0.46 |
| Sortino Ratio | 1.92 | 0.80 |
| Omega Ratio | 1.25 | 1.10 |
| Calmar Ratio | 0.60 | 0.29 |
| Martin Ratio | 4.19 | 1.18 |
| Ulcer Index | 5.17% | 9.61% |
| Daily Std Dev | 16.29% | 24.63% |
| Max Drawdown | -40.99% | -98.70% |
| Current Drawdown | -22.33% | -29.08% |
Correlation
The correlation between SRVR and AMT is 0.79, 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.
Performance
SRVR vs. AMT - Performance Comparison
In the year-to-date period, SRVR achieves a 6.76% return, which is significantly higher than AMT's -6.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 1.81%, less than AMT's 3.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 1.81% | 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 | 3.35% | 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 5.66%, while American Tower Corporation (AMT) has a volatility of 11.14%. 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.