SRVR vs. DGS
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) are both exchange-traded funds - SRVR is a REIT fund tracking the Benchmark Data & Infrastructure Real Estate SCTR Index, while DGS is a Emerging Markets Diversified fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index. Both are passively managed. Over the past 5 years, SRVR returned -1.65%/yr vs 8.06%/yr for DGS. At a 0.49 correlation, their price movements are largely independent. SRVR charges 0.60%/yr vs 0.58%/yr for DGS.
Performance
SRVR vs. DGS - Performance Comparison
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Returns By Period
In the year-to-date period, SRVR achieves a 18.64% return, which is significantly higher than DGS's 14.94% return.
SRVR
- 1D
- 0.42%
- 1M
- -2.45%
- YTD
- 18.64%
- 6M
- 17.26%
- 1Y
- 9.20%
- 3Y*
- 8.49%
- 5Y*
- -1.65%
- 10Y*
- —
DGS
- 1D
- 0.65%
- 1M
- 1.51%
- YTD
- 14.94%
- 6M
- 17.07%
- 1Y
- 25.61%
- 3Y*
- 15.36%
- 5Y*
- 8.06%
- 10Y*
- 10.14%
SRVR vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 18.64% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 14.94% | 21.18% | 1.13% | 19.08% | -12.35% | 15.33% | 4.06% | 18.90% | -16.16% |
Correlation
The correlation between SRVR and DGS 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 | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.49 |
The correlation between SRVR and DGS has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.
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Return for Risk
SRVR vs. DGS — Risk / Return Rank
SRVR
DGS
SRVR vs. DGS - 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 WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). 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.
| SRVR | DGS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 2.38 | -1.83 |
| Martin ratioReturn relative to average drawdown | 1.17 | 7.84 | -6.67 |
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Drawdowns
SRVR vs. DGS - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for SRVR and DGS.
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Drawdown Indicators
| SRVR | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -61.83% | +20.84% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -10.06% | -4.72% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -19.31% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -24.86% | -16.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.08% | — |
Current DrawdownCurrent decline from peak | -13.12% | -1.05% | -12.07% |
Average DrawdownAverage peak-to-trough decline | -15.25% | -12.57% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 3.05% | +3.84% |
Volatility
SRVR vs. DGS - Volatility Comparison
The current volatility for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) is 6.23%, while WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has a volatility of 7.30%. This indicates that SRVR experiences smaller price fluctuations and is considered to be less risky than DGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 7.30% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 14.27% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 16.60% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 15.08% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 17.39% | +4.07% |
SRVR vs. DGS - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than DGS's 0.58% expense ratio.
Dividends
SRVR vs. DGS - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.57%, less than DGS's 3.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.20% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 2.57% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SRVR and DGS 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.
DGS has higher volatility (7.30%) compared to SRVR (6.23%). In terms of maximum drawdown, SRVR dropped -40.99% vs DGS's -61.83%.
On 5-year performance, DGS leads with 8.06% vs -1.65% for SRVR. On fees, DGS is cheaper at 0.58% per year. On volatility, SRVR has been the lower-risk option at 6.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DGS has performed better with a 8.06% return vs -1.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGS is cheaper with a 0.58% expense ratio, compared with 0.60% for SRVR.
DGS has the higher dividend yield at 3.20%, compared with 2.57% for SRVR.
SRVR is categorized as REIT, while DGS is Emerging Markets Diversified. SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while DGS tracks WisdomTree Emerging Markets SmallCap Dividend Index. They also come from different issuers: Pacer and WisdomTree. Their fees differ too: 0.60% for SRVR and 0.58% for DGS.
DGS currently has the higher Sharpe Ratio (1.44 vs 0.47), 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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