SRVR vs. RWR
SRVR (Pacer Data & Infrastructure Real Estate ETF) and RWR (SPDR Dow Jones REIT ETF) are both REIT funds - SRVR tracks the FTSE Nareit All Equity REITs Index while RWR tracks the Dow Jones U.S. Select REIT Index. Both are passively managed. Over the past 5 years, SRVR returned -3.67%/yr vs 5.23%/yr for RWR. A 0.71 correlation means they provide meaningful diversification when combined. SRVR charges 0.49%/yr vs 0.25%/yr for RWR.
Performance
SRVR vs. RWR - 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 RWR's 21.58% return.
SRVR
- 1D
- -1.78%
- 1M
- -10.64%
- 6M
- 0.07%
- YTD
- 6.87%
- 1Y
- -4.54%
- 3Y*
- 3.89%
- 5Y*
- -3.67%
- 10Y*
- —
RWR
- 1D
- 2.92%
- 1M
- 4.92%
- 6M
- 17.70%
- YTD
- 21.58%
- 1Y
- 25.51%
- 3Y*
- 12.21%
- 5Y*
- 5.23%
- 10Y*
- 5.30%
SRVR vs. RWR - 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% |
RWR SPDR Dow Jones REIT ETF | 21.58% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | 1.62% |
Correlation
The correlation between SRVR and RWR is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.71 |
Over the past year, the correlation between SRVR and RWR has dropped to 0.46 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
SRVR vs. RWR — Risk / Return Rank
SRVR
RWR
SRVR vs. RWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate ETF (SRVR) and SPDR Dow Jones REIT ETF (RWR). 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 | RWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.06 | ||
| Sortino ratioReturn per unit of downside risk | -2.74 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.31 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 3.19 | -3.49 |
| Martin ratioReturn relative to average drawdown | -0.60 | 10.84 | -11.44 |
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Drawdowns
SRVR vs. RWR - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum RWR drawdown of -74.92%. Use the drawdown chart below to compare losses from any high point for SRVR and RWR.
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Drawdown Indicators
| SRVR | RWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -74.92% | +33.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.98% | -8.04% | -6.94% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -18.85% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -32.58% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.39% | — |
Current DrawdownCurrent decline from peak | -21.75% | 0.00% | -21.75% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -13.05% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 2.36% | +5.19% |
Volatility
SRVR vs. RWR - Volatility Comparison
The current volatility for Pacer Data & Infrastructure Real Estate ETF (SRVR) is 4.22%, while SPDR Dow Jones REIT ETF (RWR) has a volatility of 5.50%. This indicates that SRVR experiences smaller price fluctuations and is considered to be less risky than RWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | RWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.50% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 11.05% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 14.30% | +2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 19.10% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 21.56% | -0.15% |
SRVR vs. RWR - Expense Ratio Comparison
SRVR has a 0.49% expense ratio, which is higher than RWR's 0.25% expense ratio.
Dividends
SRVR vs. RWR - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.86%, less than RWR's 3.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.21% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
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 RWR have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RWR has higher volatility (5.50%) compared to SRVR (4.22%). In terms of maximum drawdown, SRVR dropped -40.99% vs RWR's -74.92%.
On 5-year performance, RWR leads with 5.23% vs -3.67% for SRVR. On fees, RWR is cheaper at 0.25% per year. On volatility, SRVR has been the lower-risk option at 4.22%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, RWR has performed better with a 5.23% return vs -3.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RWR is cheaper with a 0.25% expense ratio, compared with 0.49% for SRVR.
RWR has the higher dividend yield at 3.21%, compared with 2.86% for SRVR.
SRVR tracks FTSE Nareit All Equity REITs Index, while RWR tracks Dow Jones U.S. Select REIT Index. They also come from different issuers: Pacer and State Street. Their fees differ too: 0.49% for SRVR and 0.25% for RWR.
RWR currently has the higher Sharpe Ratio (1.79 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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