SRVR vs. RWJ

Last updated Jun 13, 2026

SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and RWJ (Invesco S&P SmallCap 600 Revenue ETF) are both exchange-traded funds - SRVR is a REIT fund tracking the Benchmark Data & Infrastructure Real Estate SCTR Index, while RWJ is a Small Cap Value Equities fund tracking the S&P SmallCap 600 Revenue-Weighted Index. Both are passively managed. Over the past 5 years, SRVR returned -1.65%/yr vs 8.52%/yr for RWJ. At a 0.47 correlation, their price movements are largely independent. SRVR charges 0.60%/yr vs 0.39%/yr for RWJ.

Performance

SRVR vs. RWJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and Invesco S&P SmallCap 600 Revenue ETF (RWJ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SRVR achieves a 18.64% return, which is significantly lower than RWJ's 21.05% return.

SRVR

• 1D: 0.42%
• 1M: -2.45%
• YTD: 18.64%
• 6M: 17.26%
• 1Y: 9.20%
• 3Y*: 8.49%
• 5Y*: -1.65%
• 10Y*: —

RWJ

• 1D: 1.08%
• 1M: 7.83%
• YTD: 21.05%
• 6M: 17.99%
• 1Y: 42.98%
• 3Y*: 17.13%
• 5Y*: 8.52%
• 10Y*: 13.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SRVR vs. RWJ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	18.64%	-1.99%	2.70%	6.84%	-31.90%	22.31%	11.99%	41.98%	-3.66%
RWJ Invesco S&P SmallCap 600 Revenue ETF	21.05%	7.75%	11.81%	16.21%	-10.97%	52.82%	20.83%	20.29%	-18.11%

Correlation

The correlation between SRVR and RWJ is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.49
Correlation (3Y) Calculated over the trailing 3-year period	0.54
Correlation (5Y) Calculated over the trailing 5-year period	0.55
Correlation (All Time) Calculated using the full available price history since May 16, 2018	0.47

The correlation between SRVR and RWJ has been stable across timeframes, ranging from 0.47 to 0.55 - a consistent structural relationship.

SRVR vs. RWJ - Sectors Allocation Comparison

Sectors	SRVR	RWJ
Real Estate	66.4%	4.0%
Industrials	11.7%	16.2%
Communication Services	7.5%	3.3%
Technology	6.8%	9.9%
Energy	3.8%	7.4%
Utilities	2.2%	0.9%
Financial Services	0.9%	11.0%
Basic Materials	0.8%	5.2%
Consumer Cyclical	-	23.9%
Consumer Defensive	-	6.9%
Healthcare	-	11.2%

Return for Risk

SRVR vs. RWJ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SRVR

SRVR Risk / Return Rank: 17
SRVR Sharpe Ratio Rank: 17
SRVR Sortino Ratio Rank: 17
SRVR Omega Ratio Rank: 17
SRVR Calmar Ratio Rank: 17
SRVR Martin Ratio Rank: 16

RWJ

RWJ Risk / Return Rank: 74
RWJ Sharpe Ratio Rank: 74
RWJ Sortino Ratio Rank: 77
RWJ Omega Ratio Rank: 69
RWJ Calmar Ratio Rank: 78
RWJ Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SRVR vs. RWJ - 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 Invesco S&P SmallCap 600 Revenue ETF (RWJ). 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	RWJ	Difference
Sharpe ratio: Return per unit of total volatility	0.47	2.07	-1.60
Sortino ratio: Return per unit of downside risk	0.77	2.95	-2.18
Omega ratio: Gain probability vs. loss probability	1.09	1.35	-0.26
Calmar ratio: Return relative to maximum drawdown	0.55	3.56	-3.01
Martin ratio: Return relative to average drawdown	1.17	11.43	-10.25

SRVR vs. RWJ - Sharpe Ratio Comparison

The current SRVR Sharpe Ratio is 0.47, which is lower than the RWJ Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of SRVR and RWJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SRVR vs. RWJ - Drawdown Comparison

The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum RWJ drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for SRVR and RWJ.

Drawdown Indicators

	SRVR	RWJ	Difference
Max Drawdown Largest peak-to-trough decline	-40.99%	-55.97%	+14.98%
Max Drawdown (1Y) Largest decline over 1 year	-14.78%	-11.31%	-3.47%
Max Drawdown (3Y) Largest decline over 3 years	-18.34%	-29.29%	+10.95%
Max Drawdown (5Y) Largest decline over 5 years	-40.99%	-29.29%	-11.70%
Max Drawdown (10Y) Largest decline over 10 years	—	-51.33%	—
Current Drawdown Current decline from peak	-13.12%	0.00%	-13.12%
Average Drawdown Average peak-to-trough decline	-15.25%	-9.22%	-6.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.89%	3.52%	+3.37%

Volatility

SRVR vs. RWJ - Volatility Comparison

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 6.23% compared to Invesco S&P SmallCap 600 Revenue ETF (RWJ) at 4.67%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than RWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SRVR	RWJ	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.23%	4.67%	+1.56%
Volatility (6M) Calculated over the trailing 6-month period	13.72%	12.46%	+1.26%
Volatility (1Y) Calculated over the trailing 1-year period	17.26%	19.48%	-2.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.77%	23.71%	-3.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.46%	26.14%	-4.68%

SRVR vs. RWJ - Expense Ratio Comparison

SRVR has a 0.60% expense ratio, which is higher than RWJ's 0.39% expense ratio.

Dividends

SRVR vs. RWJ - Dividend Comparison

SRVR's dividend yield for the trailing twelve months is around 2.57%, more than RWJ's 0.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RWJ Invesco S&P SmallCap 600 Revenue ETF	0.97%	1.11%	1.15%	1.34%	1.02%	0.61%	0.89%	1.22%	1.44%	1.11%	0.60%	0.74%
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF	2.57%	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

Can I hold both SRVR and RWJ in my portfolio?

SRVR and RWJ have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SRVR or RWJ?

SRVR has higher volatility (6.23%) compared to RWJ (4.67%). In terms of maximum drawdown, SRVR dropped -40.99% vs RWJ's -55.97%.

Which ETF is better, SRVR or RWJ?

On 5-year performance, RWJ leads with 8.52% vs -1.65% for SRVR. On fees, RWJ is cheaper at 0.39% per year. On volatility, RWJ has been the lower-risk option at 4.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SRVR or RWJ?

Over the 5-year period, RWJ has performed better with a 8.52% return vs -1.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SRVR or RWJ?

RWJ is cheaper with a 0.39% expense ratio, compared with 0.60% for SRVR.

Which ETF pays a higher dividend yield, SRVR or RWJ?

SRVR has the higher dividend yield at 2.57%, compared with 0.97% for RWJ.

What is the main difference between SRVR and RWJ?

SRVR is categorized as REIT, while RWJ is Small Cap Value Equities. SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while RWJ tracks S&P SmallCap 600 Revenue-Weighted Index. They also come from different issuers: Pacer and Invesco. Their fees differ too: 0.60% for SRVR and 0.39% for RWJ.

Which has better risk-adjusted returns?

RWJ currently has the higher Sharpe Ratio (2.07 vs 0.47), 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.