SRVR vs. SCHH
SRVR (Pacer Data & Infrastructure Real Estate ETF) and SCHH (Schwab US REIT ETF) are both REIT funds - SRVR tracks the FTSE Nareit All Equity REITs Index while SCHH tracks the Dow Jones Equity All REIT Capped Index. Both are passively managed. Over the past 5 years, SRVR returned -3.67%/yr vs 3.62%/yr for SCHH. A 0.76 correlation means they provide meaningful diversification when combined. SRVR charges 0.49%/yr vs 0.07%/yr for SCHH.
Performance
SRVR vs. SCHH - 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 SCHH's 19.23% return.
SRVR
- 1D
- -1.78%
- 1M
- -10.64%
- 6M
- 0.07%
- YTD
- 6.87%
- 1Y
- -4.54%
- 3Y*
- 3.89%
- 5Y*
- -3.67%
- 10Y*
- —
SCHH
- 1D
- 2.46%
- 1M
- 3.18%
- 6M
- 15.37%
- YTD
- 19.23%
- 1Y
- 18.88%
- 3Y*
- 10.63%
- 5Y*
- 3.62%
- 10Y*
- 3.96%
SRVR vs. SCHH - 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% |
SCHH Schwab US REIT ETF | 19.23% | 2.20% | 4.99% | 11.18% | -24.99% | 41.07% | -14.81% | 22.85% | 1.72% |
Correlation
The correlation between SRVR and SCHH is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
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 | 0.76 |
Over the past year, the correlation between SRVR and SCHH has dropped to 0.54 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
SRVR vs. SCHH — Risk / Return Rank
SRVR
SCHH
SRVR vs. SCHH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate ETF (SRVR) and Schwab US REIT ETF (SCHH). 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 | SCHH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.24 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.29 | -2.59 |
| Martin ratioReturn relative to average drawdown | -0.60 | 7.19 | -7.79 |
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Drawdowns
SRVR vs. SCHH - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for SRVR and SCHH.
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Drawdown Indicators
| SRVR | SCHH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -44.22% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.98% | -8.28% | -6.70% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -17.76% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -33.28% | -7.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.22% | — |
Current DrawdownCurrent decline from peak | -21.75% | 0.00% | -21.75% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -9.39% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 2.63% | +4.92% |
Volatility
SRVR vs. SCHH - Volatility Comparison
The current volatility for Pacer Data & Infrastructure Real Estate ETF (SRVR) is 4.22%, while Schwab US REIT ETF (SCHH) has a volatility of 5.35%. This indicates that SRVR experiences smaller price fluctuations and is considered to be less risky than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | SCHH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.35% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 11.07% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 14.09% | +3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 18.82% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 21.02% | +0.39% |
SRVR vs. SCHH - Expense Ratio Comparison
SRVR has a 0.49% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Dividends
SRVR vs. SCHH - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.86%, more than SCHH's 2.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHH Schwab US REIT ETF | 2.69% | 3.04% | 3.22% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.64% | 2.22% | 2.81% | 2.48% |
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 SCHH have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHH has higher volatility (5.35%) compared to SRVR (4.22%). In terms of maximum drawdown, SRVR dropped -40.99% vs SCHH's -44.22%.
On 5-year performance, SCHH leads with 3.62% vs -3.67% for SRVR. On fees, SCHH is cheaper at 0.07% 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, SCHH has performed better with a 3.62% return vs -3.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHH is cheaper with a 0.07% expense ratio, compared with 0.49% for SRVR.
SRVR has the higher dividend yield at 2.86%, compared with 2.69% for SCHH.
SRVR tracks FTSE Nareit All Equity REITs Index, while SCHH tracks Dow Jones Equity All REIT Capped Index. They also come from different issuers: Pacer and Charles Schwab. Their fees differ too: 0.49% for SRVR and 0.07% for SCHH.
SCHH currently has the higher Sharpe Ratio (1.35 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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