SRVR vs. DTRE
SRVR (Pacer Data & Infrastructure Real Estate ETF) and DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) are both REIT funds - SRVR tracks the FTSE Nareit All Equity REITs Index while DTRE tracks the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net. Both are passively managed. Over the past 5 years, SRVR returned -3.67%/yr vs -0.53%/yr for DTRE. A 0.74 correlation means they provide meaningful diversification when combined. SRVR charges 0.49%/yr vs 0.60%/yr for DTRE.
Performance
SRVR vs. DTRE - Performance Comparison
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Returns By Period
In the year-to-date period, SRVR achieves a 6.87% return, which is significantly lower than DTRE's 11.20% return.
SRVR
- 1D
- -1.78%
- 1M
- -10.64%
- 6M
- 0.07%
- YTD
- 6.87%
- 1Y
- -4.54%
- 3Y*
- 3.89%
- 5Y*
- -3.67%
- 10Y*
- —
DTRE
- 1D
- 1.50%
- 1M
- 2.26%
- 6M
- 8.26%
- YTD
- 11.20%
- 1Y
- 13.41%
- 3Y*
- 4.86%
- 5Y*
- -0.53%
- 10Y*
- 2.37%
SRVR vs. DTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Data & Infrastructure Real Estate ETF | 6.87% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 11.20% | 8.32% | -9.71% | 13.89% | -26.53% | 27.43% | -8.81% | 21.84% | -2.64% |
Correlation
The correlation between SRVR and DTRE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.74 |
The correlation between SRVR and DTRE shifts across timeframes, from 0.61 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SRVR vs. DTRE — Risk / Return Rank
SRVR
DTRE
SRVR vs. DTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate ETF (SRVR) and First Trust Alerian Disruptive Technology Real Estate ETF (DTRE). 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 | DTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.18 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.40 | -1.71 |
| Martin ratioReturn relative to average drawdown | -0.60 | 4.18 | -4.78 |
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Drawdowns
SRVR vs. DTRE - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum DTRE drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for SRVR and DTRE.
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Drawdown Indicators
| SRVR | DTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -72.26% | +31.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.98% | -9.61% | -5.37% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -20.65% | +2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -34.62% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.79% | — |
Current DrawdownCurrent decline from peak | -21.75% | -9.00% | -12.75% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -16.85% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 3.22% | +4.33% |
Volatility
SRVR vs. DTRE - Volatility Comparison
Pacer Data & Infrastructure Real Estate ETF (SRVR) and First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) have volatilities of 4.22% and 4.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | DTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 4.40% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 11.04% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 13.83% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 18.14% | +1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 18.52% | +2.89% |
SRVR vs. DTRE - Expense Ratio Comparison
SRVR has a 0.49% expense ratio, which is lower than DTRE's 0.60% expense ratio.
Dividends
SRVR vs. DTRE - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.86%, less than DTRE's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 3.60% | 3.42% | 3.75% | 2.56% | 2.49% | 2.64% | 0.79% | 4.97% | 3.38% | 3.07% | 4.16% | 1.74% |
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% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SRVR and DTRE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTRE has higher volatility (4.40%) compared to SRVR (4.22%). In terms of maximum drawdown, SRVR dropped -40.99% vs DTRE's -72.26%.
On 5-year performance, DTRE leads with -0.53% vs -3.67% for SRVR. On fees, SRVR is cheaper at 0.49% per year. On volatility, SRVR has been the lower-risk option at 4.22%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DTRE has performed better with a -0.53% return vs -3.67%. 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 0.60% for DTRE.
DTRE has the higher dividend yield at 3.60%, compared with 2.86% for SRVR.
SRVR tracks FTSE Nareit All Equity REITs Index, while DTRE tracks Alerian Disruptive Technology Real Estate Index - Benchmark TR Net. They also come from different issuers: Pacer and First Trust. Their fees differ too: 0.49% for SRVR and 0.60% for DTRE.
DTRE currently has the higher Sharpe Ratio (0.98 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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