Compare · 2 funds side by side · dividends reinvested

WTRE and SRVR

WTREWisdomTree×SRVRPacer×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,464WTRE · best of the two

02 / 04

WTRE and SRVR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.68%+3.2%−4.5%+16.4%−1.1%−20.6%21.2%$14M1.4

Pacer Data & Infrastructure Real Estate ETFThematic · Infrastructure0.49%4.92%+1.0%−5.9%+6.9%−4.7%−22.1%19.0%$284M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WTRE 2007 · SRVR 2018

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,464

WTRE

SRVR

Pacer Data & Infrastructure Real Estate ETF · $284M$7,850

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

WTREMeasureSRVR

+3.2%Year to dateJan 1 → Nov 3+1.0%

−4.5%1 yearTotal return−5.9%

+16.4%3 years · per year$10,000 became $15,789 · $12,223+6.9%

−1.1%5 years · per year$10,000 became $9,464 · $7,850−4.7%

0.58%Expense ratio$58 · $49 a year on $10k · lower is better0.49%

2.68%Trailing 12-mo yield$268 · $492 a year on $10k4.92%

−20.6%Worst dropSmaller is better−22.1%

21.2%VolatilityLower is calmer19.0%

WTRESRVR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3WTRE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTRE vs SRVR: Top 5 Holdings

Today

WTRE

27.7%in top 5

SRVR

in top 559.6%

WTREStockSRVR

5.9%AMT17.6%

5.4%EQIX15.9%

not top 5DLR15.5%

5.8%CCI5.7%

5.4%SBACnot top 5

5.3%CLNX.MCnot top 5

not top 5IRM5.0%

Held in common42.0%

End-of-day Nov 3, 2026 · share of each fund

WTRE vs SRVR Returns, Every Period

WisdomTreeWTRE

−1.1%

5 years, per year

SRVRPacer

−4.7%

5 years, per year

WTRESRVRFaded: behind in that period

4–0WTRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: WTRE vs SRVR

YTD

WisdomTreeWTRE

+3.2%

SRVRPacer

+1.0%

+3.2%Year to date+1.0%

−20.6%Worst drop · 1Y−22.1%

21.2%Volatility · 1Y19.0%

2.7%Yield4.9%

$14.2MAssets$284M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTRE, SRVR

Today

0.49%lowest, SRVR

FundExpense ratioFee$10k

SRVR0.49%$49

WTRE0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WTRE, SRVR

4.92%highest, SRVR

FundTrailing yieldYield$10k

SRVR4.92%$492

WTRE2.68%$268

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$443most kept, SRVR

SRVR$492 − $49 = $443

WTRE$268 − $58 = $210

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WTRE, SRVR

Today

42.0%most shared, WTRE and SRVR

WTRESRVR

WTRE—42.0%

SRVR42.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−4.5%WTRE, at 21.2% volatility

SRVRWorst drop−22.1%19.0% vol

WTREWorst drop−20.6%21.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SRVRWTRE

+1.0%Year to date+3.2%

4.9%Yield2.7%

−5.9%Past year−4.5%

0.49%Fee0.58%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026