SRVR vs. BBRE

Last updated Jun 4, 2026

SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both REIT funds - SRVR tracks the Benchmark Data & Infrastructure Real Estate SCTR Index while BBRE tracks the MSCI US REIT Index. Both are passively managed. Over the past 5 years, SRVR returned -0.81%/yr vs 4.42%/yr for BBRE. A 0.74 correlation means they provide meaningful diversification when combined. SRVR charges 0.60%/yr vs 0.11%/yr for BBRE.

Performance

SRVR vs. BBRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SRVR achieves a 19.79% return, which is significantly higher than BBRE's 11.77% return.

SRVR

• 1D: -1.79%
• 1M: -2.74%
• YTD: 19.79%
• 6M: 20.69%
• 1Y: 11.19%
• 3Y*: 8.85%
• 5Y*: -0.81%
• 10Y*: —

BBRE

• 1D: 0.16%
• 1M: -0.16%
• YTD: 11.77%
• 6M: 10.56%
• 1Y: 14.11%
• 3Y*: 10.99%
• 5Y*: 4.42%
• 10Y*: —

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

SRVR vs. BBRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	19.79%	-1.99%	2.70%	6.84%	-31.90%	22.31%	11.99%	41.98%	-6.97%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF	11.77%	2.09%	8.24%	13.85%	-24.68%	42.99%	-7.55%	26.06%	-2.60%

Correlation

The correlation between SRVR and BBRE is 0.55, 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	0.55
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (All Time) Calculated using the full available price history since Jun 19, 2018	0.74

The correlation between SRVR and BBRE shifts across timeframes, from 0.55 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.

SRVR vs. BBRE - Sectors Allocation Comparison

Sectors	SRVR	BBRE
Real Estate	66.4%	98.9%
Industrials	11.7%	-
Communication Services	7.5%	-
Technology	6.8%	-
Energy	3.8%	-
Utilities	2.2%	-
Financial Services	0.9%	0.1%
Basic Materials	0.8%	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Healthcare	-	-

Return for Risk

SRVR vs. BBRE — Risk / Return Rank

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

SRVR

SRVR Risk / Return Rank: 19
SRVR Sharpe Ratio Rank: 20
SRVR Sortino Ratio Rank: 19
SRVR Omega Ratio Rank: 19
SRVR Calmar Ratio Rank: 18
SRVR Martin Ratio Rank: 17

BBRE

BBRE Risk / Return Rank: 31
BBRE Sharpe Ratio Rank: 29
BBRE Sortino Ratio Rank: 27
BBRE Omega Ratio Rank: 27
BBRE Calmar Ratio Rank: 35
BBRE Martin Ratio Rank: 35

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.

SRVR vs. BBRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE). 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.

	SRVR	BBRE	Difference
Sharpe ratio: Return per unit of total volatility	0.67	1.06	-0.39
Sortino ratio: Return per unit of downside risk	1.05	1.50	-0.45
Omega ratio: Gain probability vs. loss probability	1.13	1.19	-0.06
Calmar ratio: Return relative to maximum drawdown	0.76	1.76	-1.00
Martin ratio: Return relative to average drawdown	1.64	5.54	-3.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SRVR vs. BBRE - Sharpe Ratio Comparison

The current SRVR Sharpe Ratio is 0.67, which is lower than the BBRE Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of SRVR and BBRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SRVR	BBRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.67	1.06	-0.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.04	0.24	-0.28
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.31	-0.01

Drawdowns

SRVR vs. BBRE - Drawdown Comparison

The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum BBRE drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for SRVR and BBRE.

Drawdown Indicators

	SRVR	BBRE	Difference
Max Drawdown Largest peak-to-trough decline	-40.99%	-43.61%	+2.62%
Max Drawdown (1Y) Largest decline over 1 year	-14.78%	-8.07%	-6.71%
Max Drawdown (3Y) Largest decline over 3 years	-18.34%	-18.92%	+0.58%
Max Drawdown (5Y) Largest decline over 5 years	-40.99%	-31.15%	-9.84%
Current Drawdown Current decline from peak	-12.28%	-3.12%	-9.16%
Average Drawdown Average peak-to-trough decline	-15.27%	-10.53%	-4.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.83%	2.55%	+4.28%

Volatility

SRVR vs. BBRE - Volatility Comparison

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 5.47% compared to JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) at 3.99%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than BBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SRVR	BBRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.47%	3.99%	+1.48%
Volatility (6M) Calculated over the trailing 6-month period	13.12%	9.47%	+3.65%
Volatility (1Y) Calculated over the trailing 1-year period	16.72%	13.39%	+3.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.71%	18.77%	+0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.44%	22.56%	-1.12%

SRVR vs. BBRE - Expense Ratio Comparison

SRVR has a 0.60% expense ratio, which is higher than BBRE's 0.11% expense ratio.

Dividends

SRVR vs. BBRE - Dividend Comparison

SRVR's dividend yield for the trailing twelve months is around 2.70%, less than BBRE's 2.81% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBRE JPMorgan BetaBuilders MSCI US REIT ETF	2.81%	3.24%	3.19%	3.68%	2.62%	1.70%	3.17%	2.19%	1.96%
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	2.70%	2.67%	2.00%	3.69%	1.70%	1.19%	1.59%	1.61%	2.13%

Frequently Asked Questions

Can I hold both SRVR and BBRE in my portfolio?

SRVR and BBRE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SRVR or BBRE?

SRVR has higher volatility (5.47%) compared to BBRE (3.99%). In terms of maximum drawdown, SRVR dropped -40.99% vs BBRE's -43.61%.

Which ETF is better, SRVR or BBRE?

On 5-year performance, BBRE leads with 4.42% vs -0.81% for SRVR. On fees, BBRE is cheaper at 0.11% per year. On volatility, BBRE has been the lower-risk option at 3.99%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SRVR or BBRE?

Over the 5-year period, BBRE has performed better with a 4.42% return vs -0.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SRVR or BBRE?

BBRE is cheaper with a 0.11% expense ratio, compared with 0.60% for SRVR.

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

BBRE has the higher dividend yield at 2.81%, compared with 2.70% for SRVR.

What is the main difference between SRVR and BBRE?

SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: Pacer and JPMorgan. Their fees differ too: 0.60% for SRVR and 0.11% for BBRE.

Which has better risk-adjusted returns?

BBRE currently has the higher Sharpe Ratio (1.06 vs 0.67), 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.