SRVR vs. USRT
SRVR (Pacer Data & Infrastructure Real Estate ETF) and USRT (iShares Core U.S. REIT ETF) are both REIT funds - SRVR tracks the FTSE Nareit All Equity REITs Index while USRT tracks the FTSE Nareit Equity REITS 40 Act Capped Index. Both are passively managed. Over the past 5 years, SRVR returned -3.67%/yr vs 5.63%/yr for USRT. A 0.74 correlation means they provide meaningful diversification when combined. SRVR charges 0.49%/yr vs 0.08%/yr for USRT.
Performance
SRVR vs. USRT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SRVR achieves a 6.87% return, which is significantly lower than USRT's 21.89% return.
SRVR
- 1D
- -1.78%
- 1M
- -10.64%
- 6M
- 0.07%
- YTD
- 6.87%
- 1Y
- -4.54%
- 3Y*
- 3.89%
- 5Y*
- -3.67%
- 10Y*
- —
USRT
- 1D
- 2.59%
- 1M
- 4.04%
- 6M
- 17.91%
- YTD
- 21.89%
- 1Y
- 24.37%
- 3Y*
- 12.38%
- 5Y*
- 5.63%
- 10Y*
- 6.25%
SRVR vs. USRT - 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% |
USRT iShares Core U.S. REIT ETF | 21.89% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | 2.05% |
Correlation
The correlation between SRVR and USRT 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 | 0.77 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.74 |
Over the past year, the correlation between SRVR and USRT has dropped to 0.50 - well below their long-term average of 0.74, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SRVR vs. USRT — Risk / Return Rank
SRVR
USRT
SRVR vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate ETF (SRVR) and iShares Core U.S. REIT ETF (USRT). 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 | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.31 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 3.04 | -3.35 |
| Martin ratioReturn relative to average drawdown | -0.60 | 9.86 | -10.46 |
Loading charts...
Drawdowns
SRVR vs. USRT - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum USRT drawdown of -69.92%. Use the drawdown chart below to compare losses from any high point for SRVR and USRT.
Loading charts...
Drawdown Indicators
| SRVR | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -69.92% | +28.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.98% | -8.04% | -6.94% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -18.70% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -31.03% | -9.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -21.75% | 0.00% | -21.75% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -12.90% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 2.48% | +5.07% |
Volatility
SRVR vs. USRT - Volatility Comparison
The current volatility for Pacer Data & Infrastructure Real Estate ETF (SRVR) is 4.22%, while iShares Core U.S. REIT ETF (USRT) has a volatility of 5.25%. This indicates that SRVR experiences smaller price fluctuations and is considered to be less risky than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SRVR | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.25% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 10.69% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 14.01% | +3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 18.97% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 21.33% | +0.08% |
SRVR vs. USRT - Expense Ratio Comparison
SRVR has a 0.49% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
SRVR vs. USRT - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.86%, more than USRT's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USRT iShares Core U.S. REIT ETF | 2.48% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
Frequently Asked Questions
SRVR and USRT 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.
USRT has higher volatility (5.25%) compared to SRVR (4.22%). In terms of maximum drawdown, SRVR dropped -40.99% vs USRT's -69.92%.
On 5-year performance, USRT leads with 5.63% vs -3.67% for SRVR. On fees, USRT is cheaper at 0.08% 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, USRT has performed better with a 5.63% return vs -3.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USRT is cheaper with a 0.08% expense ratio, compared with 0.49% for SRVR.
SRVR has the higher dividend yield at 2.86%, compared with 2.48% for USRT.
SRVR tracks FTSE Nareit All Equity REITs Index, while USRT tracks FTSE Nareit Equity REITS 40 Act Capped Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.49% for SRVR and 0.08% for USRT.
USRT currently has the higher Sharpe Ratio (1.75 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.
Find the right allocation for SRVR and USRT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer