SRVR vs. REET
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and REET (iShares Global REIT ETF) are both REIT funds - SRVR tracks the Benchmark Data & Infrastructure Real Estate SCTR Index while REET tracks the FTSE EPRA/NAREIT Global REIT Index. Both are passively managed. Over the past 5 years, SRVR returned -1.16%/yr vs 2.71%/yr for REET. A 0.75 correlation means they provide meaningful diversification when combined. SRVR charges 0.60%/yr vs 0.14%/yr for REET.
Performance
SRVR vs. REET - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SRVR achieves a 19.17% return, which is significantly higher than REET's 10.82% return.
SRVR
- 1D
- 0.81%
- 1M
- -1.36%
- YTD
- 19.17%
- 6M
- 19.61%
- 1Y
- 8.89%
- 3Y*
- 9.30%
- 5Y*
- -1.16%
- 10Y*
- —
REET
- 1D
- 0.96%
- 1M
- 0.34%
- YTD
- 10.82%
- 6M
- 11.49%
- 1Y
- 14.51%
- 3Y*
- 11.34%
- 5Y*
- 2.71%
- 10Y*
- 4.29%
SRVR vs. REET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 19.17% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
REET iShares Global REIT ETF | 10.82% | 7.97% | 2.65% | 10.28% | -24.10% | 32.43% | -10.48% | 24.42% | -1.30% |
Correlation
The correlation between SRVR and REET is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
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 | 0.75 |
The correlation between SRVR and REET shifts across timeframes, from 0.60 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SRVR vs. REET — Risk / Return Rank
SRVR
REET
SRVR vs. REET - 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 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.
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 | REET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.61 | -1.01 |
| Martin ratioReturn relative to average drawdown | 1.29 | 5.76 | -4.48 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| SRVR | REET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -44.59% | +3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -9.04% | -5.74% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -18.02% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -32.11% | -8.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.59% | — |
Current DrawdownCurrent decline from peak | -12.74% | -1.42% | -11.32% |
Average DrawdownAverage peak-to-trough decline | -15.25% | -9.75% | -5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.93% | 2.52% | +4.41% |
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 4.30%. 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.
Loading charts...
Volatility by Period
| SRVR | REET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 4.30% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 13.57% | 9.37% | +4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 12.52% | +4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 16.97% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 18.87% | +2.57% |
SRVR vs. REET - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than REET's 0.14% expense ratio.
Dividends
SRVR vs. REET - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.56%, less than REET's 3.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.40% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 2.56% | 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 REET have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (5.68%) compared to REET (4.30%). In terms of maximum drawdown, SRVR dropped -40.99% vs REET's -44.59%.
On 5-year performance, REET leads with 2.71% vs -1.16% for SRVR. On fees, REET is cheaper at 0.14% per year. On volatility, REET has been the lower-risk option at 4.30%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, REET has performed better with a 2.71% return vs -1.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REET is cheaper with a 0.14% expense ratio, compared with 0.60% for SRVR.
REET has the higher dividend yield at 3.40%, compared with 2.56% for SRVR.
SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while REET tracks FTSE EPRA/NAREIT Global REIT Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for SRVR and 0.14% for REET.
REET currently has the higher Sharpe Ratio (1.17 vs 0.52), 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.
Find the right allocation for SRVR and REET
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer