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

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

SRVR

WTRE

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

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

SRVRMeasureWTRE

+1.0%Year to dateJan 1 → Nov 3+3.2%

−5.9%1 yearTotal return−4.5%

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

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

0.49%Expense ratio$49 · $58 a year on $10k · lower is better0.58%

4.92%Trailing 12-mo yield$492 · $268 a year on $10k2.68%

−22.1%Worst dropSmaller is better−20.6%

19.0%VolatilityLower is calmer21.2%

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

3–5WTRE wins

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

More Ways to See the Pairs

SRVR vs WTRE: Top 5 Holdings

Today

SRVR

59.6%in top 5

WTRE

in top 527.7%

SRVRStockWTRE

17.6%AMT5.9%

15.9%EQIX5.4%

15.5%DLRnot top 5

5.7%CCI5.8%

not top 5SBAC5.4%

not top 5CLNX.MC5.3%

5.0%IRMnot top 5

Held in common42.0%

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

SRVR vs WTRE Returns, Every Period

PacerSRVR

−4.7%

5 years, per year

WTREWisdomTree

−1.1%

5 years, per year

SRVRWTREFaded: behind in that period

0–4WTRE wins

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

Thematic vs Sector: SRVR vs WTRE

YTD

PacerSRVR

+1.0%

WTREWisdomTree

+3.2%

+1.0%Year to date+3.2%

−22.1%Worst drop · 1Y−20.6%

19.0%Volatility · 1Y21.2%

4.9%Yield2.7%

$284MAssets$14.2M

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