SRVR vs. RWR
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and RWR (SPDR Dow Jones REIT ETF) are both REIT funds - SRVR tracks the Benchmark Data & Infrastructure Real Estate SCTR Index while RWR tracks the Dow Jones U.S. Select REIT Index. Both are passively managed. Over the past 5 years, SRVR returned -1.27%/yr vs 4.96%/yr for RWR. A 0.72 correlation means they provide meaningful diversification when combined. SRVR charges 0.60%/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 17.97% return, which is significantly higher than RWR's 16.14% return.
SRVR
- 1D
- -1.01%
- 1M
- -2.35%
- YTD
- 17.97%
- 6M
- 18.04%
- 1Y
- 5.84%
- 3Y*
- 8.93%
- 5Y*
- -1.27%
- 10Y*
- —
RWR
- 1D
- 1.31%
- 1M
- 1.96%
- YTD
- 16.14%
- 6M
- 16.59%
- 1Y
- 19.02%
- 3Y*
- 13.63%
- 5Y*
- 4.96%
- 10Y*
- 5.51%
SRVR vs. RWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 17.97% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
RWR SPDR Dow Jones REIT ETF | 16.14% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | 1.62% |
Correlation
The correlation between SRVR and RWR is 0.50, 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 | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.72 |
Over the past year, the correlation between SRVR and RWR has dropped to 0.50 - well below their long-term average of 0.72, 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 Benchmark Data & Infrastructure Real Estate SCTR 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 | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.24 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.38 | -1.98 |
| Martin ratioReturn relative to average drawdown | 0.84 | 8.03 | -7.19 |
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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 | -14.78% | -8.04% | -6.74% |
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 | -13.62% | -0.46% | -13.16% |
Average DrawdownAverage peak-to-trough decline | -15.24% | -13.08% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.94% | 2.38% | +4.56% |
Volatility
SRVR vs. RWR - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and SPDR Dow Jones REIT ETF (RWR) have volatilities of 5.66% and 5.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 5.66% | 5.42% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 10.37% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 14.05% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 19.05% | +0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 21.55% | -0.11% |
SRVR vs. RWR - Expense Ratio Comparison
SRVR has a 0.60% 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 2.59%, less than RWR's 3.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWR SPDR Dow Jones REIT ETF | 3.36% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 2.59% | 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 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (5.66%) compared to RWR (5.42%). In terms of maximum drawdown, SRVR dropped -40.99% vs RWR's -74.92%.
On 5-year performance, RWR leads with 4.96% vs -1.27% for SRVR. On fees, RWR is cheaper at 0.25% per year. On volatility, RWR has been the lower-risk option at 5.42%. 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 4.96% return vs -1.27%. 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 0.60% for SRVR.
RWR has the higher dividend yield at 3.36%, compared with 2.59% for SRVR.
SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR 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: 0.60% for SRVR and 0.25% for RWR.
RWR currently has the higher Sharpe Ratio (1.37 vs 0.34), 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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