SRVR vs. WTRE
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and WTRE (WisdomTree New Economy Real Estate ETF) are both REIT funds - SRVR tracks the Benchmark Data & Infrastructure Real Estate SCTR Index while WTRE tracks the CenterSquare New Economy Real Estate Index. Both are passively managed. Over the past 5 years, SRVR returned -1.27%/yr vs 1.35%/yr for WTRE. A 0.69 correlation means they provide meaningful diversification when combined. SRVR charges 0.60%/yr vs 0.58%/yr for WTRE.
Performance
SRVR vs. WTRE - Performance Comparison
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Returns By Period
In the year-to-date period, SRVR achieves a 17.97% return, which is significantly lower than WTRE's 20.00% return.
SRVR
- 1D
- -1.01%
- 1M
- -2.35%
- YTD
- 17.97%
- 6M
- 18.04%
- 1Y
- 5.84%
- 3Y*
- 8.93%
- 5Y*
- -1.27%
- 10Y*
- —
WTRE
- 1D
- -0.18%
- 1M
- -1.96%
- YTD
- 20.00%
- 6M
- 19.09%
- 1Y
- 37.40%
- 3Y*
- 19.04%
- 5Y*
- 1.35%
- 10Y*
- 3.95%
SRVR vs. WTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 17.97% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -10.59% |
Correlation
The correlation between SRVR and WTRE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.69 |
The correlation between SRVR and WTRE shifts across timeframes, from 0.69 (all time) to 0.82 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SRVR vs. WTRE — Risk / Return Rank
SRVR
WTRE
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.
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 | WTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.30 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.64 | -2.25 |
| Martin ratioReturn relative to average drawdown | 0.84 | 7.19 | -6.34 |
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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
| SRVR | WTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (3Y)Largest decline over 3 years | -18.34% | -22.14% | +3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | -42.54% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.47% | — |
Current DrawdownCurrent decline from peak | -13.62% | -5.32% | -8.30% |
Average DrawdownAverage peak-to-trough decline | -15.24% | -24.92% | +9.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.94% | 5.22% | +1.72% |
Volatility
SRVR vs. WTRE - Volatility Comparison
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) and WisdomTree New Economy Real Estate ETF (WTRE) have volatilities of 5.66% and 5.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRVR | WTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 5.74% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 16.11% | -2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 20.70% | -3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 19.40% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 18.43% | +3.01% |
SRVR vs. WTRE - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than WTRE's 0.58% expense ratio.
Dividends
SRVR vs. WTRE - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.59%, more than WTRE's 2.03% 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% |
WTRE WisdomTree New Economy Real Estate ETF | 2.03% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Frequently Asked Questions
SRVR and WTRE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (5.74%) compared to SRVR (5.66%). In terms of maximum drawdown, SRVR dropped -40.99% vs WTRE's -74.18%.
On 5-year performance, WTRE leads with 1.35% vs -1.27% for SRVR. On fees, WTRE is cheaper at 0.58% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, WTRE has performed better with a 1.35% return vs -1.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTRE is cheaper with a 0.58% expense ratio, compared with 0.60% for SRVR.
SRVR has the higher dividend yield at 2.59%, compared with 2.03% for WTRE.
SRVR tracks Benchmark Data & Infrastructure Real Estate SCTR Index, while WTRE tracks CenterSquare New Economy Real Estate Index. They also come from different issuers: Pacer and WisdomTree. Their fees differ too: 0.60% for SRVR and 0.58% for WTRE.
WTRE currently has the higher Sharpe Ratio (1.82 vs 0.34), 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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