SRVR vs. PTLC
Compare and contrast key facts about Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and Pacer Trendpilot US Large Cap ETF (PTLC).
SRVR and PTLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SRVR is a passively managed fund by Pacer that tracks the performance of the Benchmark Data & Infrastructure Real Estate SCTR Index. It was launched on May 15, 2018. PTLC is a passively managed fund by Pacer that tracks the performance of the Pacer Trendpilot U.S. Large Cap Index. It was launched on Jun 11, 2015. Both SRVR and PTLC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SRVR vs. PTLC - Performance Comparison
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SRVR vs. PTLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 9.80% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.51% |
PTLC Pacer Trendpilot US Large Cap ETF | -5.61% | 5.10% | 24.31% | 16.78% | -8.62% | 27.90% | -1.15% | 17.58% | -0.69% |
Returns By Period
In the year-to-date period, SRVR achieves a 9.80% return, which is significantly higher than PTLC's -5.61% return.
SRVR
- 1D
- 2.97%
- 1M
- -6.54%
- YTD
- 9.80%
- 6M
- 0.74%
- 1Y
- 9.63%
- 3Y*
- 4.72%
- 5Y*
- -0.80%
- 10Y*
- —
PTLC
- 1D
- 1.45%
- 1M
- -6.19%
- YTD
- -5.61%
- 6M
- -3.19%
- 1Y
- 3.04%
- 3Y*
- 12.35%
- 5Y*
- 9.42%
- 10Y*
- 10.22%
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SRVR vs. PTLC - Expense Ratio Comparison
Both SRVR and PTLC have an expense ratio of 0.60%.
Return for Risk
SRVR vs. PTLC — Risk / Return Rank
SRVR
PTLC
SRVR vs. PTLC - 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 Pacer Trendpilot US Large Cap ETF (PTLC). 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 | PTLC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.26 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.42 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 0.39 | +0.28 |
Martin ratioReturn relative to average drawdown | 1.45 | 1.04 | +0.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SRVR | PTLC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.26 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.80 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.63 | -0.38 |
Correlation
The correlation between SRVR and PTLC is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SRVR vs. PTLC - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.95%, more than PTLC's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 2.95% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% | 0.00% | 0.00% | 0.00% |
PTLC Pacer Trendpilot US Large Cap ETF | 1.13% | 1.06% | 0.67% | 1.18% | 1.26% | 0.73% | 1.08% | 1.10% | 1.00% | 0.97% | 1.08% | 0.42% |
Drawdowns
SRVR vs. PTLC - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, which is greater than PTLC's maximum drawdown of -26.63%. Use the drawdown chart below to compare losses from any high point for SRVR and PTLC.
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Drawdown Indicators
| SRVR | PTLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -26.63% | -14.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -8.77% | -6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -15.17% | -25.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.63% | — |
Current DrawdownCurrent decline from peak | -19.60% | -7.45% | -12.15% |
Average DrawdownAverage peak-to-trough decline | -15.35% | -5.70% | -9.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.86% | 3.28% | +3.58% |
Volatility
SRVR vs. PTLC - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 6.07% compared to Pacer Trendpilot US Large Cap ETF (PTLC) at 4.59%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than PTLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | PTLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 4.59% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 9.15% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 11.60% | +6.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.50% | 11.80% | +7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.48% | 13.17% | +8.31% |