SRVR vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSRVRVTIWinner
Expense Ratio0.49%0.03%
AUM$376M$663.5B
Dividend Yield2.74%1.07%
Holdings713,543
YTD Return+10.25%+13.87%
1Y Return+3.60%+23.31%
3Y Return (annualized)+5.80%+21.17%
5Y Return (annualized)-2.67%+12.23%
Volatility (annualized)18.9%15.3%
Max Drawdown-41.0%-56.6%
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
InceptionMay 15, 2018May 24, 2001

SRVR vs VTI Performance

Pacer Data & Infrastructure Real Estate ETF (SRVR) is a ETF from Pacer ETFs and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SRVR returned +3.60% while VTI returned +23.31%. Year to date, SRVR is up 10.25% versus a gain of 13.87% for VTI.

Over three years, SRVR compounded at +5.80% per year against +21.17% for VTI; over five years the annualized figures are -2.67% and +12.23% respectively. Across the full 8-year window we track, VTI has the edge at +8.13% annualized vs +4.64%. 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 15.3% for VTI. 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SRVR charges 0.49% per year while VTI 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 2.74% against 1.07% for VTI.

Holdings Overlap

1.7%overlap

SRVR and VTI share 26 holdings out of 2823 unique holdings combined, representing a 1.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SRVRWeight in VTIDifference
EQIX15.80%0.14%15.66%
DLR15.69%0.09%15.60%
AMT14.63%0.10%14.53%
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Frequently Asked Questions

Which is cheaper, SRVR or VTI?

SRVR has an expense ratio of 0.49% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, SRVR or VTI?

Over the past year SRVR returned +3.60% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), SRVR annualized +4.64% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, SRVR or VTI?

SRVR has been the more volatile fund at 18.9% annualized versus 15.3% for VTI. Worst drawdown: SRVR -41.0% vs VTI -56.6%.

Should I hold both SRVR and VTI?

SRVR and VTI have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SRVR and VTI?

SRVR and VTI share 26 common holdings with a 1.7% weight overlap. Combined, they hold 2823 unique securities.

Which pays a higher dividend, SRVR or VTI?

SRVR yields 2.74% while VTI yields 1.07%, so SRVR currently pays the higher dividend yield.

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