SRVR vs. VNQ
Compare and contrast key facts about Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and Vanguard Real Estate ETF (VNQ).
SRVR and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SRVR is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Data & Infrastructure Real Estate SCTR Index. It was launched on May 15, 2018. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both SRVR and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRVR or VNQ.
Key characteristics
| SRVR | VNQ | |
|---|---|---|
| YTD Return | 4.71% | 10.24% |
| 1Y Return | 13.29% | 24.63% |
| 3Y Return (Ann) | -6.75% | -0.98% |
| 5Y Return (Ann) | 1.91% | 4.31% |
| Sharpe Ratio | 1.17 | 1.85 |
| Sortino Ratio | 1.71 | 2.65 |
| Omega Ratio | 1.22 | 1.33 |
| Calmar Ratio | 0.53 | 1.17 |
| Martin Ratio | 3.69 | 7.06 |
| Ulcer Index | 5.20% | 4.47% |
| Daily Std Dev | 16.35% | 17.09% |
| Max Drawdown | -40.99% | -73.07% |
| Current Drawdown | -23.83% | -9.06% |
Correlation
The correlation between SRVR and VNQ is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SRVR vs. VNQ - Performance Comparison
In the year-to-date period, SRVR achieves a 4.71% return, which is significantly lower than VNQ's 10.24% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SRVR vs. VNQ - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
SRVR vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and Vanguard Real Estate ETF (VNQ). 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.
Dividends
SRVR vs. VNQ - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 1.85%, less than VNQ's 3.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 1.85% | 3.69% | 1.70% | 1.19% | 1.58% | 1.61% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
SRVR vs. VNQ - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for SRVR and VNQ. For additional features, visit the drawdowns tool.
Volatility
SRVR vs. VNQ - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) has a higher volatility of 5.77% compared to Vanguard Real Estate ETF (VNQ) at 5.25%. This indicates that SRVR's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.