SRVR vs VYM
Pacer Data & Infrastructure Real Estate ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SRVR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.04% | |
| AUM | $376M | $79.0B | |
| Dividend Yield | 2.74% | 2.86% | |
| Holdings | 71 | 568 | |
| YTD Return | +10.58% | +15.80% | |
| 1Y Return | +3.26% | +26.12% | |
| 3Y Return (annualized) | +5.88% | +18.25% | |
| 5Y Return (annualized) | -2.70% | +12.51% | |
| Volatility (annualized) | 18.9% | 14.6% | |
| Max Drawdown | -41.0% | -58.8% | |
| Fund Family | Pacer ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2018 | Nov 10, 2006 |
SRVR vs VYM Performance
Pacer Data & Infrastructure Real Estate ETF (SRVR) is a ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SRVR returned +3.26% while VYM returned +26.12%. Year to date, SRVR is up 10.58% versus a gain of 15.80% for VYM.
Over three years, SRVR compounded at +5.88% per year against +18.25% for VYM; over five years the annualized figures are -2.70% and +12.51% respectively. Across the full 8-year window we track, VYM has the edge at +7.07% annualized vs +4.69%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SRVR charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, SRVR currently yields 2.74% against 2.86% for VYM.
Holdings Overlap
SRVR and VYM share 3 holdings out of 621 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SRVR or VYM?
SRVR has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, SRVR or VYM?
Over the past year SRVR returned +3.26% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), SRVR annualized +4.69% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, SRVR or VYM?
SRVR has been the more volatile fund at 18.9% annualized versus 14.6% for VYM. Worst drawdown: SRVR -41.0% vs VYM -58.8%.
Should I hold both SRVR and VYM?
SRVR and VYM have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRVR and VYM?
SRVR and VYM share 3 common holdings with a 1.2% weight overlap. Combined, they hold 621 unique securities.
Which pays a higher dividend, SRVR or VYM?
SRVR yields 2.74% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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