SRVR vs. REET
Compare and contrast key facts about Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and iShares Global REIT ETF (REET).
SRVR and REET 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 Advisors that tracks the performance of the Benchmark Data & Infrastructure Real Estate SCTR Index. It was launched on May 15, 2018. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. Both SRVR and REET are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRVR or REET.
Key characteristics
| SRVR | REET | |
|---|---|---|
| YTD Return | 7.07% | 9.04% |
| 1Y Return | 22.01% | 28.28% |
| 3Y Return (Ann) | -6.16% | -1.55% |
| 5Y Return (Ann) | 3.01% | 1.89% |
| Sharpe Ratio | 1.31 | 1.70 |
| Sortino Ratio | 1.89 | 2.47 |
| Omega Ratio | 1.25 | 1.30 |
| Calmar Ratio | 0.59 | 0.91 |
| Martin Ratio | 4.13 | 6.43 |
| Ulcer Index | 5.16% | 4.09% |
| Daily Std Dev | 16.27% | 15.53% |
| Max Drawdown | -40.99% | -44.59% |
| Current Drawdown | -22.11% | -8.73% |
Correlation
The correlation between SRVR and REET is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SRVR vs. REET - Performance Comparison
In the year-to-date period, SRVR achieves a 7.07% return, which is significantly lower than REET's 9.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SRVR vs. REET - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than REET's 0.14% expense ratio.
Risk-Adjusted Performance
SRVR vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and iShares Global REIT ETF (REET). 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.
Dividends
SRVR vs. REET - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 1.81%, less than REET's 2.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 1.81% | 3.69% | 1.70% | 1.19% | 1.58% | 1.61% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% |
REET iShares Global REIT ETF | 2.70% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
Drawdowns
SRVR vs. REET - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum REET drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for SRVR and REET. For additional features, visit the drawdowns tool.
Volatility
SRVR vs. REET - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 5.68% compared to iShares Global REIT ETF (REET) at 4.52%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.