Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

SRVR vs WUGI: which is really different?

SRVR and WUGI hold 1% of their weight in the same names, and WUGI returned more over the year.

Pacer Data & Infrastructure Real Estate ETF and AXS Esoterica NextG Economy ETF.

61.8%SRVR in the S&P 500
75.8%WUGI in the S&P 500
−3.1%SRVR total return, 1 year
+17.5%WUGI total return, 1 year

ETFIQ Off-Index Score: SRVR scores higher

How much of it is not the index it is sold as an alternative to?

SRVR 53.7WUGI 7.30.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

SRVR38% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
62%38%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 70% of the fund · 64 holdings filed Apr 30, 2026 · Nasdaq-100: 0% in62%38%in the S&P 500outsideactive share 98% · top ten 70% of the fund
WUGI24% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
76%24%of its weight in S&P 500 companiesoutside the S&P 500active share 75% · top ten 56% of the fund · 31 holdings filed Jun 30, 2026 · Nasdaq-100: 69% in76%24%in the S&P 500outsideactive share 75% · top ten 56% of the fund

1% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, SRVR and WUGI hold 1% of their money in the same securities at the same weight.

Positions SRVR and WUGI both hold, largest shared weight first
HoldingSRVRWUGI
GE Vernova Inc0.80%3.78%
Eaton Corp PLC0.36%2.52%
Only in each
Only in SRVROnly in WUGI
Digital Realty Trust Inc 15.43%TAIWAN SEMICONDUCTOR MANUFACTURING COMPA 8.24%
Equinix Inc 15.39%MICRON TECHNOLOGY INC 7.26%
American Tower Corp 13.66%APPLIED MATERIALS INC 5.89%
Iron Mountain Inc 4.88%MARVELL TECHNOLOGY INC 5.85%
SBA Communications Corp 4.87%ADVANCED MICRO DEVICES INC 5.49%
Crown Castle Inc 4.20%INTEL CORP 5.03%
Cellnex Telecom SA 4.13%NVIDIA CORP 4.83%
NEXTDC Ltd 2.81%ASML HOLDING NV 4.58%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

Performance, window by window

SRVR and WUGI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
SRVRWUGISRVRWUGISRVRWUGI
3 months−10.0%−10.3%−12.3 pts−12.6 pts−7.5 pts−7.8 pts
6 months−2.7%+30.2%−20.7 pts+12.2 pts−26.9 pts+6.0 pts
1 year−3.1%+17.5%−19.6 pts+1.0 pts−24.8 pts−4.2 pts
3 years+17.2%+141.2%−61.2 pts+62.8 pts−81.0 pts+43.0 pts
Since launch+46.4%+324.9%−172.1 pts+101.7 pts−304.4 pts+31.6 pts
Open the live comparison on ETFIQ
SRVR and WUGI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SRVR
Pacer Data & Infrastructure Real Estate ETF
Holds 64 stocks in digital infrastructure and data centers, 62% of its weight in S&P 500 companies
WUGI
AXS Esoterica NextG Economy ETF
Holds 31 stocks in digital infrastructure and data centers, 76% of its weight in S&P 500 companies
IssuerPacerAXS
ThemeDigital infrastructure and data centersDigital infrastructure and data centers
In the S&P 50061.8%75.8%
Active share vs the S&P 50098.2%75.1%
In the Nasdaq-1000.1%69.2%
Holdings6431
Top ten, share of the fund69.8%56.2%
Expense ratio0.49%0.84%
Fee for the differing part0.50%1.12%
Total return, 1 year−3.1%+17.5%
vs the S&P 500−19.6 pts+1.0 pts
vs the Nasdaq-100−24.8 pts−4.2 pts
Below its high−22.1%−10.8%
Net assets$331m$33m

SRVR in plain words

By weight, 62% of SRVR's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 70% of the fund across 64 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned −3.1% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 19.6 pts. It sits 22.1% below its all-time high of Dec 31, 2021.

WUGI in plain words

By weight, 76% of WUGI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 75%. The top ten holdings are 56% of the fund across 31 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +17.5% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 1.0 pts. It sits 10.8% below its all-time high of Jun 30, 2026.

Questions people ask

Do SRVR and WUGI hold the same stocks?
By their latest filings, 1% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, SRVR or WUGI?
SRVR has 62% of its weight in S&P 500 names and WUGI has 76%, so SRVR differs more from the index.
Which is cheaper, SRVR or WUGI?
SRVR charges 0.49% a year and WUGI charges 0.84%, so SRVR is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SRVR against WUGI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SRVR against WUGI, data as of Sep 18, 2026. https://etfiq.com/compare/themes/srvr-vs-wugi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources