SRVR vs VOO

SRVR vs VOO

Which is better, SRVR or VOO?

Mid Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 71.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSRVRVOO
Expense Ratio0.49%0.03%Best
AUM$346M$997.4B
Dividend Yield2.78%1.04%
Holdings76509
YTD Return+5.01%+12.37%Best
1Y Return-3.04%+16.61%Best
3Y Return (annualized)+5.41%+21.37%Best
5Y Return (annualized)-3.81%+13.49%Best
Volatility (annualized)18.9%16.6%Best
Max Drawdown-41.0%-34.3%Best
$10,000 over 5 years$8,235$18,827Best
Top 10 Weight71.4%37.6%Best
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionMay 15, 2018Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: May 16, 2018 to Sep 18, 2026 (8.3 years).

SRVR vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.3 years both funds cover.

SRVR vs VOO Performance

Pacer Data & Infrastructure Real Estate ETF (SRVR) is an ETF from Pacer ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SRVR returned -3.04% while VOO returned +16.61%. Year to date, SRVR is up 5.01% versus a gain of 12.37% for VOO.

Over three years, SRVR compounded at +5.41% per year against +21.37% for VOO; over five years the annualized figures are -3.81% and +13.49% respectively. Across the full 8-year window we track, VOO has the edge at +14.23% annualized vs +3.98%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SRVR has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 16.6% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -41.0% for SRVR and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SRVR charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, SRVR currently yields 2.78% against 1.04% for VOO.

Holdings Overlap

SRVR already in VOO62.2%
VOO already in SRVR1.5%

62.2% of SRVR's money is in holdings VOO also owns. 1.5% of VOO's money is in holdings SRVR also owns.

The two portfolios partly overlap.

10 positions in common, counted across the 65 positions we hold weights for in SRVR and 494 in VOO, against full books of 76 and 509.

What only one of them owns

Our book lists 477 positions for VOO that do not appear in our book for SRVR (97.7% of the fund), and 18 for SRVR that do not appear in VOO (13.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SRVRWeight in VOODifference
DLRDigital Realty Trust Inc.16.25%0.10%16.15%
EQIXEquinix Inc. Real Estate Investment Trust15.99%0.16%15.83%
AMTAmerican Tower Corporation15.14%0.13%15.01%
SBACSba Communications Corp. Class A Real Estate Investment Tru4.48%0.03%4.45%
IRMIron Mtn Inc New Com Npv4.39%0.06%4.33%
CCICrown Castle International Corp4.00%0.05%3.95%
VRTVertiv Holdings Co0.77%0.14%0.63%
GEVGE Vernova Inc. CDR (CAD Hedged)0.40%0.41%0.01%
CEGConstellation Energy Corporation Com0.55%0.13%0.42%
ETNEaton Corp Plc0.21%0.25%0.04%

62.2% of SRVR is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SRVRVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SRVR or VOO?

SRVR has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, SRVR or VOO?

Over the past year SRVR returned -3.04% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), SRVR annualized +3.98% vs +14.23% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SRVR or VOO?

SRVR has been the more volatile fund at 18.9% annualized versus 16.6% for VOO. Worst drawdown: SRVR -41.0% vs VOO -34.3%.

Should I hold both SRVR and VOO?

SRVR and VOO have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SRVR and VOO?

62.2% of SRVR's money is in holdings VOO also owns. 1.5% of VOO's is in holdings SRVR also owns. They hold 10 positions in common, counted across the 65 positions we hold weights for in SRVR and 494 in VOO.

Which pays a higher dividend, SRVR or VOO?

SRVR yields 2.78% while VOO yields 1.04%, so SRVR currently pays the higher dividend yield.

Is VOO better than SRVR?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 71.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.