SRVR vs. IVV
SRVR (Pacer Data & Infrastructure Real Estate ETF) and IVV (iShares Core S&P 500 ETF) are both exchange-traded funds - SRVR is a REIT fund tracking the FTSE Nareit All Equity REITs Index, while IVV is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, SRVR returned -3.67%/yr vs 13.31%/yr for IVV. A 0.60 correlation means they provide meaningful diversification when combined. SRVR charges 0.49%/yr vs 0.03%/yr for IVV.
Performance
SRVR vs. IVV - 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 IVV's 10.73% return.
SRVR
- 1D
- -1.78%
- 1M
- -10.64%
- 6M
- 0.07%
- YTD
- 6.87%
- 1Y
- -4.54%
- 3Y*
- 3.89%
- 5Y*
- -3.67%
- 10Y*
- —
IVV
- 1D
- -0.52%
- 1M
- 0.32%
- 6M
- 9.08%
- YTD
- 10.73%
- 1Y
- 21.71%
- 3Y*
- 20.11%
- 5Y*
- 13.31%
- 10Y*
- 15.13%
SRVR vs. IVV - 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% |
IVV iShares Core S&P 500 ETF | 10.73% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -6.30% |
Correlation
The correlation between SRVR and IVV is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.60 |
The correlation between SRVR and IVV has been stable across timeframes, ranging from 0.52 to 0.62 - a consistent structural relationship.
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Return for Risk
SRVR vs. IVV — Risk / Return Rank
SRVR
IVV
SRVR vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate ETF (SRVR) and iShares Core S&P 500 ETF (IVV). 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 | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.31 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.45 | -2.76 |
| Martin ratioReturn relative to average drawdown | -0.60 | 10.67 | -11.27 |
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Drawdowns
SRVR vs. IVV - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SRVR and IVV.
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Drawdown Indicators
| SRVR | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -55.25% | +14.26% |
Max Drawdown (1Y)Largest decline over 1 year | -14.98% | -8.89% | -6.09% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -18.75% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -24.53% | -16.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -21.75% | -0.87% | -20.88% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -10.74% | -4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 2.04% | +5.51% |
Volatility
SRVR vs. IVV - Volatility Comparison
Pacer Data & Infrastructure Real Estate ETF (SRVR) has a higher volatility of 4.22% compared to iShares Core S&P 500 ETF (IVV) at 3.66%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 3.66% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 10.06% | +3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 12.59% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 17.00% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 18.04% | +3.37% |
SRVR vs. IVV - Expense Ratio Comparison
SRVR has a 0.49% expense ratio, which is higher than IVV's 0.03% expense ratio.
Dividends
SRVR vs. IVV - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.86%, more than IVV's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.09% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
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 IVV have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (4.22%) compared to IVV (3.66%). In terms of maximum drawdown, SRVR dropped -40.99% vs IVV's -55.25%.
On 5-year performance, IVV leads with 13.31% vs -3.67% for SRVR. On fees, IVV is cheaper at 0.03% per year. On volatility, IVV has been the lower-risk option at 3.66%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IVV has performed better with a 13.31% return vs -3.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IVV is cheaper with a 0.03% expense ratio, compared with 0.49% for SRVR.
SRVR has the higher dividend yield at 2.86%, compared with 1.09% for IVV.
SRVR is categorized as REIT, while IVV is S&P 500. SRVR tracks FTSE Nareit All Equity REITs Index, while IVV tracks S&P 500 Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.49% for SRVR and 0.03% for IVV.
IVV currently has the higher Sharpe Ratio (1.73 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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