SRVR vs. FCFAX
SRVR (Pacer Data & Infrastructure Real Estate ETF) and FCFAX (Frost Credit Fund) are both funds - SRVR is a REIT fund tracking the FTSE Nareit All Equity REITs Index, while FCFAX is a Short-Term Bond fund managed by Frost. Over the past 5 years, SRVR returned -3.01%/yr vs 3.50%/yr for FCFAX. Their 0.31 correlation means their historical movements had little consistent relationship. SRVR charges 0.49%/yr vs 0.96%/yr for FCFAX.
Performance
SRVR vs. FCFAX - Performance Comparison
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Returns By Period
In the year-to-date period, SRVR achieves a 8.80% return, which is significantly higher than FCFAX's 1.05% return.
SRVR
- 1D
- -1.06%
- 1M
- -0.84%
- 6M
- 1.06%
- YTD
- 8.80%
- 1Y
- 0.43%
- 3Y*
- 4.12%
- 5Y*
- -3.01%
- 10Y*
- —
- ALL TIME*
- 5.00%
FCFAX
- 1D
- 0.01%
- 1M
- -0.65%
- 6M
- 0.37%
- YTD
- 1.05%
- 1Y
- 2.87%
- 3Y*
- 6.45%
- 5Y*
- 3.50%
- 10Y*
- 4.66%
- ALL TIME*
- 4.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FCFAX Frost Credit Fund | $0.00 | $0.00 | $0.00 |
| $1.88M | $2.23M | $2.66M |
SRVR vs. FCFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Data & Infrastructure Real Estate ETF | 8.80% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
FCFAX Frost Credit Fund | 1.05% | 5.21% | 8.01% | 11.23% | -7.83% | 5.07% | 6.22% | 6.95% | 0.27% |
Correlation
The correlation between SRVR and FCFAX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.31 |
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Return for Risk
SRVR vs. FCFAX — Risk / Return Rank
SRVR
FCFAX
SRVR vs. FCFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate ETF (SRVR) and Frost Credit Fund (FCFAX). 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 | FCFAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.27 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.77 | -1.79 |
| Martin ratioReturn relative to average drawdown | -0.05 | 6.26 | -6.30 |
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Drawdowns
SRVR vs. FCFAX - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, which is greater than FCFAX's maximum drawdown of -16.33%. Use the drawdown chart below to compare losses from any high point for SRVR and FCFAX.
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Drawdown Indicators
| SRVR | FCFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -16.33% | -24.66% |
Max Drawdown (1Y)Largest decline over 1 year | -15.01% | -1.82% | -13.19% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -2.82% | -15.52% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -10.49% | -30.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.33% | — |
Current DrawdownCurrent decline from peak | -20.33% | -0.86% | -19.47% |
Average DrawdownAverage peak-to-trough decline | -15.30% | -1.51% | -13.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.18% | 0.51% | +5.67% |
Volatility
SRVR vs. FCFAX - Volatility Comparison
Pacer Data & Infrastructure Real Estate ETF (SRVR) has a higher volatility of 5.05% compared to Frost Credit Fund (FCFAX) at 0.66%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than FCFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | FCFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 0.66% | +4.39% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 1.81% | +12.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.42% | 2.27% | +15.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 2.79% | +17.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 3.20% | +18.19% |
SRVR vs. FCFAX - Expense Ratio Comparison
SRVR has a 0.49% expense ratio, which is lower than FCFAX's 0.96% expense ratio.
Dividends
SRVR vs. FCFAX - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.81%, less than FCFAX's 6.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFAX Frost Credit Fund | 6.35% | 6.10% | 5.76% | 5.93% | 5.00% | 3.65% | 3.69% | 4.62% | 5.05% | 5.85% | 4.84% | 4.95% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 2.81% | 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 FCFAX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (5.05%) compared to FCFAX (0.66%). In terms of maximum drawdown, SRVR dropped -40.99% vs FCFAX's -16.33%.
FCFAX currently has the higher Sharpe Ratio (1.42 vs -0.02), 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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