SRVR vs. XLRI

Last updated Jul 17, 2026

SRVR (Pacer Data & Infrastructure Real Estate 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 FTSE Nareit All Equity REITs Index, while XLRI is a Derivative Income fund actively managed by State Street. SRVR is passively managed, while XLRI is actively managed. A 0.54 correlation means they provide meaningful diversification when combined. SRVR charges 0.49%/yr vs 0.35%/yr for XLRI.

Performance

SRVR vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Data & Infrastructure Real Estate ETF (SRVR) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SRVR achieves a 6.87% return, which is significantly lower than XLRI's 8.15% return.

SRVR

• 1D: -1.78%
• 1M: -10.64%
• 6M: 0.07%
• YTD: 6.87%
• 1Y: -4.54%
• 3Y*: 3.89%
• 5Y*: -3.67%
• 10Y*: —

XLRI

• 1D: 1.45%
• 1M: 1.08%
• 6M: 5.94%
• YTD: 8.15%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SRVR vs. XLRI - Yearly Performance Comparison

	2026 (YTD)	2025
SRVR Pacer Data & Infrastructure Real Estate ETF	6.87%	-10.06%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	8.15%	-0.57%

Correlation

The correlation between SRVR and XLRI is 0.54, 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	0.54

Return for Risk

SRVR vs. XLRI — Risk / Return Rank

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

SRVR

SRVR Risk / Return Rank: 7
SRVR Sharpe Ratio Rank: 7
SRVR Sortino Ratio Rank: 6
SRVR Omega Ratio Rank: 7
SRVR Calmar Ratio Rank: 7
SRVR Martin Ratio Rank: 7

XLRI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Data & Infrastructure Real Estate 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 ratio: Return per unit of total volatility	-0.26	—	—
Sortino ratio: Return per unit of downside risk	-0.26	—	—
Omega ratio: Gain probability vs. loss probability	0.97	—	—
Calmar ratio: Return relative to maximum drawdown	-0.30	—	—
Martin ratio: Return relative to average drawdown	-0.60	—	—

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.

Drawdown Indicators

	SRVR	XLRI	Difference
Max Drawdown Largest peak-to-trough decline	-40.99%	-7.12%	-33.87%
Max Drawdown (1Y) Largest decline over 1 year	-14.98%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.34%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-40.99%	—	—
Current Drawdown Current decline from peak	-21.75%	0.00%	-21.75%
Average Drawdown Average peak-to-trough decline	-15.27%	-1.60%	-13.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.55%	—	—

Volatility

Volatility by Period

	SRVR	XLRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.22%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.02%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.29%	11.25%	+6.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.85%	11.25%	+8.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.41%	11.25%	+10.16%

SRVR vs. XLRI - Expense Ratio Comparison

SRVR has a 0.49% 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 2.86%, less than XLRI's 13.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
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%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	13.56%	6.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SRVR and XLRI in my portfolio?

SRVR and XLRI have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SRVR or XLRI?

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.

Which ETF is cheaper, SRVR or XLRI?

XLRI is cheaper with a 0.35% expense ratio, compared with 0.49% for SRVR.

Which ETF pays a higher dividend yield, SRVR or XLRI?

XLRI has the higher dividend yield at 13.56%, compared with 2.86% for SRVR.

What is the main difference between SRVR and XLRI?

SRVR is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: Pacer and State Street. Their fees differ too: 0.49% for SRVR and 0.35% for XLRI.