SRVR vs. XLRI
SRVR (Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - SRVR is a REIT fund tracking the Benchmark Data & Infrastructure Real Estate SCTR Index, while XLRI is a Derivative Income fund actively managed by State Street. SRVR is passively managed, while XLRI is actively managed. A 0.59 correlation means they provide meaningful diversification when combined. SRVR charges 0.60%/yr vs 0.35%/yr for XLRI.
Performance
SRVR vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, SRVR achieves a 17.97% return, which is significantly higher than XLRI's 6.71% return.
SRVR
- 1D
- -1.01%
- 1M
- -2.35%
- YTD
- 17.97%
- 6M
- 18.04%
- 1Y
- 5.84%
- 3Y*
- 8.93%
- 5Y*
- -1.27%
- 10Y*
- —
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SRVR vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 17.97% | -10.06% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between SRVR and XLRI is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.59 |
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Return for Risk
SRVR vs. XLRI — Risk / Return Rank
SRVR
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SRVR vs. XLRI - 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 State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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 | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.07 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | — | — |
| Martin ratioReturn relative to average drawdown | 0.84 | — | — |
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Drawdowns
SRVR vs. XLRI - Drawdown Comparison
The maximum SRVR drawdown since its inception was -40.99%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for SRVR and XLRI.
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Drawdown Indicators
| SRVR | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -7.12% | -33.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | — | — |
Current DrawdownCurrent decline from peak | -13.62% | -0.54% | -13.08% |
Average DrawdownAverage peak-to-trough decline | -15.24% | -1.65% | -13.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.94% | — | — |
Volatility
SRVR vs. XLRI - Volatility Comparison
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Volatility by Period
| SRVR | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 10.99% | +6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 10.99% | +8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 10.99% | +10.45% |
SRVR vs. XLRI - Expense Ratio Comparison
SRVR has a 0.60% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
SRVR vs. XLRI - Dividend Comparison
SRVR's dividend yield for the trailing twelve months is around 2.59%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.24% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SRVR and XLRI have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLRI is cheaper with a 0.35% expense ratio, compared with 0.60% for SRVR.
XLRI has the higher dividend yield at 12.24%, compared with 2.59% for SRVR.
SRVR is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Pacer and State Street. Their fees differ too: 0.60% for SRVR and 0.35% for XLRI.
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