EVUS vs. PALC ETF Comparison

Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.74

Average Daily Volume

1,444

Number of Holdings ^*

234

* may have additional holdings in another (foreign) market

PALC

Pacer Lunt Large Cap Multi-Factor Alternator ETF

PALC Description

The investment seeks to track the total return performance, before fees and expenses, of the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of collateral held from securities lending) will be invested in the component securities of its underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in the fund’s underlying index. The index uses an objective, rules-based methodology to provide exposure to large-capitalization U.S. companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$52.39

Average Daily Volume

19,012

Number of Holdings ^*

181

* may have additional holdings in another (foreign) market

Performance

Period	EVUS	PALC
30 Days	2.65%	4.42%
60 Days	3.47%	6.04%
90 Days	6.09%	8.35%
12 Months	29.50%	36.24%

90 Overlapping Holdings

Symbol	Grade	Weight in EVUS	Weight in PALC	Overlap
ABBV	D	0.92%	0.38%	0.38%
ABT	B	0.24%	0.45%	0.24%
ADP	B	1.24%	0.52%	0.52%
AFL	B	0.23%	0.46%	0.23%
AKAM	D	0.12%	0.09%	0.09%
AMGN	D	0.74%	1.64%	0.74%
AMT	D	0.59%	0.86%	0.59%
APD	A	0.11%	0.42%	0.11%
AVY	D	0.09%	0.46%	0.09%
BAC	A	1.33%	1.98%	1.33%
BIIB	F	0.1%	0.15%	0.1%
BK	A	0.74%	0.88%	0.74%
BR	A	0.73%	0.46%	0.46%
BRK.A	B	1.19%	0.69%	0.69%
BXP	D	0.12%	0.08%	0.08%
C	A	0.69%	1.01%	0.69%
CAH	B	0.31%	0.26%	0.26%
CB	C	0.13%	0.51%	0.13%
CBOE	B	0.11%	0.4%	0.11%
CCI	D	0.6%	0.33%	0.33%
CHD	B	0.29%	0.48%	0.29%
CMS	C	0.38%	0.55%	0.38%
COR	B	0.49%	0.49%	0.49%
CSCO	B	1.01%	0.55%	0.55%
DGX	A	0.3%	0.44%	0.3%
DOW	F	0.1%	0.35%	0.1%
EA	A	0.41%	0.49%	0.41%
ECL	D	0.64%	0.44%	0.44%
ED	D	0.25%	0.42%	0.25%
EIX	B	0.28%	0.18%	0.18%
ELV	F	0.65%	0.32%	0.32%
EQT	B	0.16%	0.13%	0.13%
ES	D	0.23%	0.12%	0.12%
FI	A	0.38%	0.64%	0.38%
GIS	D	0.6%	0.39%	0.39%
GS	A	0.84%	1.96%	0.84%
HCA	F	0.3%	0.69%	0.3%
HIG	B	0.47%	0.5%	0.47%
HOLX	D	0.14%	0.41%	0.14%
HON	B	0.86%	0.58%	0.58%
HPQ	B	0.17%	0.3%	0.17%
HUBB	B	0.14%	0.15%	0.14%
ICE	C	0.1%	0.5%	0.1%
IEX	B	0.17%	0.53%	0.17%
ITW	B	0.1%	0.55%	0.1%
JNJ	D	1.43%	0.49%	0.49%
JPM	A	2.81%	3.26%	2.81%
KDP	D	0.21%	0.42%	0.21%
KMB	D	0.36%	0.42%	0.36%
KMI	A	0.81%	0.61%	0.61%
KMX	B	0.09%	0.07%	0.07%
KO	D	1.67%	0.56%	0.56%
LH	C	0.22%	0.45%	0.22%
LIN	D	0.49%	0.51%	0.49%
LKQ	D	0.39%	0.07%	0.07%
LOW	D	0.74%	1.55%	0.74%
LYB	F	0.08%	0.37%	0.08%
MCD	D	0.63%	2.85%	0.63%
MDLZ	F	0.09%	0.43%	0.09%
MET	A	0.52%	0.77%	0.52%
MMC	B	0.24%	0.56%	0.24%
MS	A	1.07%	1.36%	1.07%
NEE	D	0.82%	0.92%	0.82%
NEM	D	0.28%	0.39%	0.28%
NI	A	0.67%	0.09%	0.09%
NTRS	A	0.16%	0.11%	0.11%
OKE	A	0.77%	1.07%	0.77%
ORCL	B	1.31%	2.07%	1.31%
PAYX	C	0.12%	0.49%	0.12%
PEG	A	0.96%	0.47%	0.47%
PEP	F	0.84%	0.45%	0.45%
PFE	D	0.55%	0.9%	0.55%
PFG	D	0.12%	0.49%	0.12%
PG	A	1.5%	0.54%	0.54%
PPG	F	0.34%	0.43%	0.34%
PRU	A	1.02%	0.5%	0.5%
REGN	F	0.22%	0.33%	0.22%
RMD	C	0.1%	0.22%	0.1%
SBUX	A	0.37%	1.13%	0.37%
SPGI	C	0.65%	0.47%	0.47%
STT	A	0.18%	0.18%	0.18%
STZ	D	0.09%	0.44%	0.09%
SYY	B	0.09%	0.41%	0.09%
TFC	A	0.24%	0.34%	0.24%
TJX	A	0.18%	0.55%	0.18%
TRMB	B	0.2%	0.13%	0.13%
WELL	A	0.46%	0.48%	0.46%
WFC	A	0.28%	1.42%	0.28%
WMB	A	0.16%	0.59%	0.16%
XYL	D	0.41%	0.23%	0.23%

EVUS Overweight 144 Positions Relative to PALC

Symbol	Grade	Weight
AVGO	D	2.9%
HD	A	2.07%
UNH	C	2.04%
XOM	B	1.54%
TXN	C	1.47%
CVX	A	1.26%
IBM	C	1.17%
GILD	C	0.96%
AXP	A	0.9%
K	A	0.89%
DIS	B	0.88%
COP	C	0.82%
RTX	C	0.79%
VZ	C	0.79%
CMI	A	0.78%
CRH	A	0.76%
CAT	B	0.75%
DHR	F	0.7%
PNR	A	0.63%
QCOM	F	0.63%
PNC	B	0.62%
EQIX	A	0.61%
MMM	D	0.6%
CI	F	0.58%
INTC	D	0.57%
ACN	C	0.56%
NXPI	D	0.52%
MRK	F	0.52%
EXPD	D	0.51%
DLR	B	0.47%
SYF	B	0.47%
TRV	B	0.46%
DFS	B	0.45%
FERG	B	0.43%
ZTS	D	0.43%
CLX	B	0.43%
TGT	F	0.43%
DE	A	0.43%
BMY	B	0.42%
MU	D	0.41%
KR	B	0.41%
SCHW	B	0.4%
CARR	D	0.4%
CHRW	C	0.4%
NOC	D	0.4%
CMCSA	B	0.4%
PGR	A	0.39%
OVV	B	0.39%
JCI	C	0.38%
NDAQ	A	0.38%
T	A	0.38%
FLUT	A	0.36%
KEYS	A	0.35%
CBRE	B	0.35%
HPE	B	0.35%
ANSS	B	0.35%
EXC	C	0.35%
IRM	D	0.34%
PSX	C	0.33%
TAP	C	0.33%
BG	F	0.32%
UPS	C	0.32%
BKR	B	0.31%
BLK	C	0.31%
STE	F	0.3%
COO	D	0.3%
DAL	C	0.3%
PLD	D	0.3%
HBAN	A	0.29%
ETN	A	0.29%
D	C	0.28%
BBY	D	0.28%
SLB	C	0.28%
USB	A	0.28%
FTV	C	0.27%
ADI	D	0.27%
URI	B	0.27%
WY	D	0.26%
KHC	F	0.26%
NUE	C	0.25%
FIS	C	0.25%
PYPL	B	0.24%
CNH	C	0.24%
ZBH	C	0.23%
TSCO	D	0.23%
GEV	B	0.23%
FBIN	D	0.23%
FDX	B	0.23%
VLO	C	0.23%
WTRG	B	0.21%
J	F	0.21%
OC	A	0.21%
AIZ	A	0.2%
A	D	0.19%
FDS	B	0.19%
COF	B	0.18%
CNC	D	0.18%
MRO	B	0.18%
ACGL	D	0.16%
DHI	D	0.16%
JBHT	C	0.16%
IP	B	0.16%
IR	B	0.15%
TWLO	A	0.15%
TFX	F	0.15%
ALLE	D	0.15%
WTW	B	0.14%
MKC	D	0.14%
PHM	D	0.13%
ROK	B	0.13%
FOX	A	0.13%
HRL	D	0.12%
IFF	D	0.12%
CPB	D	0.12%
HII	D	0.12%
LDOS	C	0.11%
ADM	D	0.11%
TMO	F	0.11%
PSA	D	0.11%
SOLV	C	0.11%
AZPN	A	0.11%
GEN	B	0.11%
WDC	D	0.11%
JNPR	F	0.11%
MKTX	D	0.11%
STLD	B	0.11%
FANG	D	0.11%
CCK	C	0.1%
DD	D	0.1%
BALL	D	0.1%
NTAP	C	0.1%
HUM	C	0.1%
FSLR	F	0.1%
DOV	A	0.1%
CAG	D	0.09%
TTC	D	0.09%
AVTR	F	0.09%
CVS	D	0.09%
ULTA	F	0.09%
GEHC	F	0.09%
NKE	D	0.08%
IPG	D	0.08%
DG	F	0.06%
DLTR	F	0.06%

EVUS Underweight 91 Positions Relative to PALC

Symbol	Grade	Weight
TSLA	B	-3.78%
PM	B	-2.49%
MO	A	-1.39%
BKNG	A	-1.25%
MCK	B	-1.17%
HLT	A	-1.04%
AON	A	-1.03%
YUM	B	-0.89%
OTIS	C	-0.87%
AME	A	-0.79%
TDG	D	-0.76%
TMUS	B	-0.72%
BA	F	-0.7%
ORLY	B	-0.69%
MSCI	C	-0.65%
MAR	B	-0.65%
V	A	-0.65%
VRTX	F	-0.64%
VRSN	F	-0.63%
AMP	A	-0.62%
RSG	A	-0.6%
L	A	-0.6%
WMT	A	-0.59%
MA	C	-0.58%
FTNT	C	-0.57%
FICO	B	-0.57%
MSI	B	-0.56%
ATO	A	-0.55%
AZO	C	-0.55%
ETR	B	-0.54%
FE	C	-0.54%
ROP	B	-0.53%
PKG	A	-0.51%
CME	A	-0.51%
WM	A	-0.49%
CTAS	B	-0.49%
CL	D	-0.49%
SRE	A	-0.49%
CSX	B	-0.48%
COST	B	-0.48%
DRI	B	-0.48%
PPL	B	-0.48%
AJG	B	-0.47%
DUK	C	-0.47%
AIG	B	-0.47%
OMC	C	-0.47%
BRO	B	-0.47%
UNP	C	-0.46%
GD	F	-0.46%
WEC	A	-0.45%
AVB	B	-0.45%
SO	D	-0.45%
LNT	A	-0.45%
EVRG	A	-0.44%
MDT	D	-0.44%
LMT	D	-0.44%
CPRT	A	-0.34%
SPG	B	-0.34%
SBAC	D	-0.31%
LHX	C	-0.31%
CHTR	C	-0.29%
F	C	-0.26%
RCL	A	-0.25%
TTWO	A	-0.24%
PCG	A	-0.24%
TRGP	B	-0.23%
MTD	D	-0.23%
LYV	A	-0.2%
MAS	D	-0.17%
WAT	B	-0.15%
UAL	A	-0.15%
DPZ	C	-0.14%
VTR	C	-0.14%
PTC	A	-0.13%
STX	D	-0.13%
AES	F	-0.12%
CCL	B	-0.12%
NDSN	B	-0.11%
KEY	B	-0.11%
EL	F	-0.1%
WYNN	D	-0.1%
MGM	D	-0.08%
MTCH	D	-0.08%
ALB	C	-0.08%
LW	C	-0.07%
HSIC	B	-0.06%
NCLH	B	-0.06%
TECH	D	-0.06%
CZR	F	-0.05%
CTLT	B	-0.05%
FMC	D	-0.04%