SRVR vs. SCHD
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - SRVR is a REIT fund tracking the Benchmark Data & Infrastructure Real Estate SCTR Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 5 years, SRVR returned -1.27%/yr vs 8.71%/yr for SCHD. A 0.52 correlation means they provide meaningful diversification when combined. SRVR charges 0.60%/yr vs 0.06%/yr for SCHD.
Performance
SRVR vs. SCHD - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SRVR having a 17.97% return and SCHD slightly lower at 17.72%.
SRVR
- 1D
- -1.01%
- 1M
- -2.35%
- YTD
- 17.97%
- 6M
- 18.04%
- 1Y
- 5.84%
- 3Y*
- 8.93%
- 5Y*
- -1.27%
- 10Y*
- —
SCHD
- 1D
- 0.41%
- 1M
- -2.47%
- YTD
- 17.72%
- 6M
- 17.25%
- 1Y
- 24.56%
- 3Y*
- 14.60%
- 5Y*
- 8.71%
- 10Y*
- 12.72%
SRVR vs. SCHD - 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% |
SCHD Schwab U.S. Dividend Equity ETF | 17.72% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -2.09% |
Correlation
The correlation between SRVR and SCHD is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.52 |
The correlation between SRVR and SCHD shifts across timeframes, from 0.42 (1 year) to 0.59 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SRVR vs. SCHD — Risk / Return Rank
SRVR
SCHD
SRVR vs. SCHD - 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 Schwab U.S. Dividend Equity ETF (SCHD). 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 | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.80 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.40 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 5.35 | -4.95 |
| Martin ratioReturn relative to average drawdown | 0.84 | 12.94 | -12.09 |
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Drawdowns
SRVR vs. SCHD - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SRVR and SCHD.
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Drawdown Indicators
| SRVR | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -33.37% | -7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -4.61% | -10.17% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -16.13% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -16.85% | -24.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -13.62% | -2.47% | -11.15% |
Average DrawdownAverage peak-to-trough decline | -15.24% | -3.31% | -11.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.94% | 1.90% | +5.04% |
Volatility
SRVR vs. SCHD - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 5.66% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.58%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 3.58% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 7.73% | +5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 11.07% | +6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 14.36% | +5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 16.71% | +4.73% |
SRVR vs. SCHD - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Dividends
SRVR vs. SCHD - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.59%, less than SCHD's 3.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD Schwab U.S. Dividend Equity ETF | 3.30% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
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 SCHD have a correlation of 0.42, 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 SCHD (3.58%). In terms of maximum drawdown, SRVR dropped -40.99% vs SCHD's -33.37%.
On 5-year performance, SCHD leads with 8.71% vs -1.27% for SRVR. On fees, SCHD is cheaper at 0.06% per year. On volatility, SCHD has been the lower-risk option at 3.58%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SCHD has performed better with a 8.71% return vs -1.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHD is cheaper with a 0.06% expense ratio, compared with 0.60% for SRVR.
SCHD has the higher dividend yield at 3.30%, compared with 2.59% for SRVR.
SRVR is categorized as REIT, while SCHD is Dividend. SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: Pacer and Charles Schwab. Their fees differ too: 0.60% for SRVR and 0.06% for SCHD.
SCHD currently has the higher Sharpe Ratio (2.23 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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