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SRVR vs. WTRE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SRVR vs. WTRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and WisdomTree New Economy Real Estate ETF (WTRE). The values are adjusted to include any dividend payments, if applicable.

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SRVR vs. WTRE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
9.80%-1.99%2.70%6.84%-31.90%22.31%11.99%41.98%-3.51%
WTRE
WisdomTree New Economy Real Estate ETF
1.81%26.36%-3.27%14.07%-31.68%1.00%-15.74%22.28%-10.73%

Returns By Period

In the year-to-date period, SRVR achieves a 9.80% return, which is significantly higher than WTRE's 1.81% return.


SRVR

1D
2.97%
1M
-6.54%
YTD
9.80%
6M
0.74%
1Y
9.63%
3Y*
4.72%
5Y*
-0.80%
10Y*

WTRE

1D
3.82%
1M
-8.71%
YTD
1.81%
6M
-1.28%
1Y
28.07%
3Y*
11.03%
5Y*
-1.21%
10Y*
2.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SRVR vs. WTRE - Expense Ratio Comparison

SRVR has a 0.60% expense ratio, which is higher than WTRE's 0.58% expense ratio.


Return for Risk

SRVR vs. WTRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SRVR
SRVR Risk / Return Rank: 2929
Overall Rank
SRVR Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SRVR Sortino Ratio Rank: 3131
Sortino Ratio Rank
SRVR Omega Ratio Rank: 2828
Omega Ratio Rank
SRVR Calmar Ratio Rank: 3030
Calmar Ratio Rank
SRVR Martin Ratio Rank: 2323
Martin Ratio Rank

WTRE
WTRE Risk / Return Rank: 6969
Overall Rank
WTRE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
WTRE Sortino Ratio Rank: 7373
Sortino Ratio Rank
WTRE Omega Ratio Rank: 6363
Omega Ratio Rank
WTRE Calmar Ratio Rank: 7676
Calmar Ratio Rank
WTRE Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SRVR vs. WTRE - 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 WisdomTree New Economy Real Estate ETF (WTRE). 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.


SRVRWTREDifference

Sharpe ratio

Return per unit of total volatility

0.53

1.32

-0.79

Sortino ratio

Return per unit of downside risk

0.86

1.83

-0.96

Omega ratio

Gain probability vs. loss probability

1.11

1.23

-0.12

Calmar ratio

Return relative to maximum drawdown

0.67

1.99

-1.31

Martin ratio

Return relative to average drawdown

1.45

5.37

-3.92

SRVR vs. WTRE - Sharpe Ratio Comparison

The current SRVR Sharpe Ratio is 0.53, which is lower than the WTRE Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of SRVR and WTRE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SRVRWTREDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

1.32

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

-0.06

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.02

+0.23

Correlation

The correlation between SRVR and WTRE is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SRVR vs. WTRE - Dividend Comparison

SRVR's dividend yield for the trailing twelve months is around 2.95%, more than WTRE's 2.39% yield.


TTM20252024202320222021202020192018201720162015
SRVR
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF
2.95%2.67%2.00%3.69%1.70%1.19%1.59%1.61%2.13%0.00%0.00%0.00%
WTRE
WisdomTree New Economy Real Estate ETF
2.39%2.33%2.69%2.05%1.68%6.47%2.96%7.88%4.49%6.34%5.96%4.58%

Drawdowns

SRVR vs. WTRE - Drawdown Comparison

The maximum SRVR drawdown since its inception was -40.99%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for SRVR and WTRE.


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Drawdown Indicators


SRVRWTREDifference

Max Drawdown

Largest peak-to-trough decline

-40.99%

-74.18%

+33.19%

Max Drawdown (1Y)

Largest decline over 1 year

-14.78%

-14.22%

-0.56%

Max Drawdown (5Y)

Largest decline over 5 years

-40.99%

-43.87%

+2.88%

Max Drawdown (10Y)

Largest decline over 10 years

-48.47%

Current Drawdown

Current decline from peak

-19.60%

-18.90%

-0.70%

Average Drawdown

Average peak-to-trough decline

-15.35%

-25.15%

+9.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.86%

5.26%

+1.60%

Volatility

SRVR vs. WTRE - Volatility Comparison

The current volatility for Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) is 6.07%, while WisdomTree New Economy Real Estate ETF (WTRE) has a volatility of 8.32%. This indicates that SRVR experiences smaller price fluctuations and is considered to be less risky than WTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRVRWTREDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.07%

8.32%

-2.25%

Volatility (6M)

Calculated over the trailing 6-month period

11.93%

15.72%

-3.79%

Volatility (1Y)

Calculated over the trailing 1-year period

18.22%

21.40%

-3.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.50%

18.98%

+0.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.48%

18.35%

+3.13%