SRVR vs. TLT
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and TLT (iShares 20+ Year Treasury Bond ETF) are both exchange-traded funds - SRVR is a REIT fund tracking the Benchmark Data & Infrastructure Real Estate SCTR Index, while TLT is a Government Bonds fund tracking the ICE U.S. Treasury 20+ Year Bond Index. Both are passively managed. Over the past 5 years, SRVR returned -1.59%/yr vs -6.70%/yr for TLT. At a 0.16 correlation, their price movements are largely independent. SRVR charges 0.60%/yr vs 0.15%/yr for TLT.
Performance
SRVR vs. TLT - Performance Comparison
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Returns By Period
In the year-to-date period, SRVR achieves a 18.11% return, which is significantly higher than TLT's -1.08% return.
SRVR
- 1D
- -0.89%
- 1M
- -3.96%
- YTD
- 18.11%
- 6M
- 15.66%
- 1Y
- 9.02%
- 3Y*
- 8.63%
- 5Y*
- -1.59%
- 10Y*
- —
TLT
- 1D
- -0.52%
- 1M
- -1.31%
- YTD
- -1.08%
- 6M
- -1.51%
- 1Y
- 3.67%
- 3Y*
- -2.05%
- 5Y*
- -6.70%
- 10Y*
- -1.85%
SRVR vs. TLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 18.11% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
TLT iShares 20+ Year Treasury Bond ETF | -1.08% | 4.25% | -8.05% | 2.77% | -31.23% | -4.60% | 18.15% | 14.12% | 5.56% |
Correlation
The correlation between SRVR and TLT is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.16 |
The correlation between SRVR and TLT shifts across timeframes, from 0.16 (all time) to 0.36 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SRVR vs. TLT — Risk / Return Rank
SRVR
TLT
SRVR vs. TLT - 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 iShares 20+ Year Treasury Bond ETF (TLT). 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.
| SRVR | TLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.07 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.49 | +0.13 |
| Martin ratioReturn relative to average drawdown | 1.32 | 1.19 | +0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SRVR | TLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.38 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | -0.42 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.25 | +0.04 |
Drawdowns
SRVR vs. TLT - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for SRVR and TLT.
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Drawdown Indicators
| SRVR | TLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -48.35% | +7.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -7.58% | -7.20% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -19.18% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -43.70% | +2.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.35% | — |
Current DrawdownCurrent decline from peak | -13.51% | -40.92% | +27.41% |
Average DrawdownAverage peak-to-trough decline | -15.26% | -13.83% | -1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.85% | 3.08% | +3.77% |
Volatility
SRVR vs. TLT - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 6.12% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.65%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | TLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 2.65% | +3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 6.51% | +7.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 9.60% | +7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 15.85% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 14.91% | +6.56% |
SRVR vs. TLT - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than TLT's 0.15% expense ratio.
Dividends
SRVR vs. TLT - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.59%, less than TLT's 4.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TLT iShares 20+ Year Treasury Bond ETF | 4.63% | 4.43% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% |
Frequently Asked Questions
SRVR and TLT have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (6.12%) compared to TLT (2.65%). In terms of maximum drawdown, SRVR dropped -40.99% vs TLT's -48.35%.
On 5-year performance, SRVR leads with -1.59% vs -6.70% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, TLT has been the lower-risk option at 2.65%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SRVR has performed better with a -1.59% return vs -6.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
TLT is cheaper with a 0.15% expense ratio, compared with 0.60% for SRVR.
TLT has the higher dividend yield at 4.63%, compared with 2.59% for SRVR.
SRVR is categorized as REIT, while TLT is Government Bonds. SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while TLT tracks ICE U.S. Treasury 20+ Year Bond Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for SRVR and 0.15% for TLT.
SRVR currently has the higher Sharpe Ratio (0.53 vs 0.38), 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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