IMCB vs. PALC ETF Comparison

Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)

IMCB

iShares Morningstar Mid-Cap ETF

IMCB Description

IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

Grade (RS Rating)

Last Trade

$81.50

Average Daily Volume

28,342

Number of Holdings ^*

447

* 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	IMCB	PALC
30 Days	6.60%	4.42%
60 Days	7.43%	6.04%
90 Days	9.78%	8.35%
12 Months	32.75%	36.24%

103 Overlapping Holdings

Symbol	Grade	Weight in IMCB	Weight in PALC	Overlap
AES	F	0.09%	0.12%	0.09%
AFL	B	0.49%	0.46%	0.46%
AIG	B	0.43%	0.47%	0.43%
AKAM	D	0.12%	0.09%	0.09%
ALB	C	0.11%	0.08%	0.08%
AME	A	0.39%	0.79%	0.39%
AMP	A	0.49%	0.62%	0.49%
ATO	A	0.19%	0.55%	0.19%
AVB	B	0.28%	0.45%	0.28%
AVY	D	0.14%	0.46%	0.14%
AZO	C	0.47%	0.55%	0.47%
BIIB	F	0.21%	0.15%	0.15%
BK	A	0.5%	0.88%	0.5%
BR	A	0.23%	0.46%	0.23%
BRO	B	0.24%	0.47%	0.24%
BXP	D	0.11%	0.08%	0.08%
CAH	B	0.26%	0.26%	0.26%
CCI	D	0.39%	0.33%	0.33%
CCL	B	0.21%	0.12%	0.12%
CHD	B	0.23%	0.48%	0.23%
CHTR	C	0.34%	0.29%	0.29%
CMS	C	0.18%	0.55%	0.18%
COR	B	0.37%	0.49%	0.37%
CPRT	A	0.44%	0.34%	0.34%
DGX	A	0.15%	0.44%	0.15%
DOW	F	0.28%	0.35%	0.28%
DPZ	C	0.13%	0.14%	0.13%
DRI	B	0.18%	0.48%	0.18%
EA	A	0.35%	0.49%	0.35%
ED	D	0.29%	0.42%	0.29%
EIX	B	0.28%	0.18%	0.18%
EL	F	0.13%	0.1%	0.1%
EQT	B	0.21%	0.13%	0.13%
ES	D	0.19%	0.12%	0.12%
ETR	B	0.27%	0.54%	0.27%
EVRG	A	0.13%	0.44%	0.13%
F	C	0.38%	0.26%	0.26%
FE	C	0.18%	0.54%	0.18%
FICO	B	0.5%	0.57%	0.5%
FTNT	C	0.54%	0.57%	0.54%
GIS	D	0.32%	0.39%	0.32%
HIG	B	0.3%	0.5%	0.3%
HLT	A	0.54%	1.04%	0.54%
HOLX	D	0.16%	0.41%	0.16%
HPQ	B	0.32%	0.3%	0.3%
HUBB	B	0.21%	0.15%	0.15%
IEX	B	0.15%	0.53%	0.15%
KDP	D	0.32%	0.42%	0.32%
KEY	B	0.16%	0.11%	0.11%
KMB	D	0.39%	0.42%	0.39%
KMI	A	0.46%	0.61%	0.46%
KMX	B	0.11%	0.07%	0.07%
L	A	0.14%	0.6%	0.14%
LH	C	0.18%	0.45%	0.18%
LHX	C	0.41%	0.31%	0.31%
LKQ	D	0.09%	0.07%	0.07%
LNT	A	0.13%	0.45%	0.13%
LW	C	0.1%	0.07%	0.07%
LYB	F	0.19%	0.37%	0.19%
LYV	A	0.17%	0.2%	0.17%
MAS	D	0.15%	0.17%	0.15%
MGM	D	0.08%	0.08%	0.08%
MSCI	C	0.42%	0.65%	0.42%
MTD	D	0.23%	0.23%	0.23%
NDSN	B	0.12%	0.11%	0.11%
NEM	D	0.41%	0.39%	0.39%
NI	A	0.14%	0.09%	0.09%
NTRS	A	0.19%	0.11%	0.11%
OKE	A	0.55%	1.07%	0.55%
OMC	C	0.18%	0.47%	0.18%
OTIS	C	0.36%	0.87%	0.36%
PAYX	C	0.42%	0.49%	0.42%
PCG	A	0.39%	0.24%	0.24%
PEG	A	0.38%	0.47%	0.38%
PFG	D	0.18%	0.49%	0.18%
PKG	A	0.19%	0.51%	0.19%
PPG	F	0.26%	0.43%	0.26%
PPL	B	0.22%	0.48%	0.22%
PRU	A	0.4%	0.5%	0.4%
PTC	A	0.2%	0.13%	0.13%
RCL	A	0.48%	0.25%	0.25%
RMD	C	0.3%	0.22%	0.22%
SBAC	D	0.21%	0.31%	0.21%
SPG	B	0.48%	0.34%	0.34%
SRE	A	0.5%	0.49%	0.49%
STT	A	0.25%	0.18%	0.18%
STX	D	0.17%	0.13%	0.13%
STZ	D	0.35%	0.44%	0.35%
SYY	B	0.33%	0.41%	0.33%
TECH	D	0.1%	0.06%	0.06%
TFC	A	0.54%	0.34%	0.34%
TRGP	B	0.37%	0.23%	0.23%
TRMB	B	0.15%	0.13%	0.13%
TTWO	A	0.26%	0.24%	0.24%
UAL	A	0.26%	0.15%	0.15%
VRSN	F	0.14%	0.63%	0.14%
VTR	C	0.23%	0.14%	0.14%
WAT	B	0.2%	0.15%	0.15%
WEC	A	0.27%	0.45%	0.27%
WMB	A	0.59%	0.59%	0.59%
WYNN	D	0.08%	0.1%	0.08%
XYL	D	0.26%	0.23%	0.23%
YUM	B	0.34%	0.89%	0.34%

IMCB Overweight 344 Positions Relative to PALC

Symbol	Grade	Weight
PLTR	B	1.04%
GEV	B	0.79%
COF	B	0.61%
ADSK	A	0.58%
GM	B	0.57%
CARR	D	0.55%
NSC	B	0.53%
TRV	B	0.52%
APP	B	0.52%
PCAR	B	0.52%
WDAY	B	0.51%
DLR	B	0.51%
URI	B	0.5%
JCI	C	0.5%
MSTR	C	0.5%
TTD	B	0.49%
COIN	C	0.48%
DASH	A	0.47%
GWW	B	0.46%
PSA	D	0.46%
ALL	A	0.45%
CMI	A	0.44%
FIS	C	0.44%
AEP	D	0.44%
DHI	D	0.43%
O	D	0.43%
PWR	A	0.42%
LNG	B	0.42%
HWM	A	0.41%
SQ	B	0.41%
ROST	C	0.41%
TEL	B	0.41%
FAST	B	0.41%
D	C	0.41%
VST	B	0.4%
VRT	B	0.39%
VLO	C	0.39%
AXON	A	0.38%
DFS	B	0.38%
BKR	B	0.38%
IR	B	0.37%
DAL	C	0.37%
ODFL	B	0.37%
HES	B	0.36%
CTSH	B	0.36%
VRSK	A	0.36%
KVUE	A	0.36%
IT	C	0.36%
FERG	B	0.36%
TEAM	A	0.35%
EW	C	0.35%
KR	B	0.35%
CTVA	C	0.35%
LEN	D	0.35%
CBRE	B	0.35%
XEL	A	0.34%
A	D	0.34%
DDOG	A	0.34%
IQV	D	0.33%
ACGL	D	0.33%
VMC	B	0.33%
EXC	C	0.33%
MLM	B	0.32%
GLW	B	0.32%
LULU	C	0.32%
DD	D	0.31%
MCHP	D	0.31%
IDXX	F	0.31%
NUE	C	0.31%
MTB	A	0.31%
DELL	C	0.31%
HUBS	A	0.31%
VEEV	C	0.3%
HUM	C	0.3%
EXR	D	0.3%
WAB	B	0.3%
VICI	C	0.29%
WTW	B	0.29%
GRMN	B	0.29%
GEHC	F	0.29%
ROK	B	0.29%
IRM	D	0.29%
ARES	A	0.28%
FANG	D	0.28%
EBAY	D	0.28%
FITB	A	0.28%
EFX	F	0.28%
ALNY	D	0.28%
NDAQ	A	0.27%
RJF	A	0.27%
CPNG	D	0.27%
CSGP	D	0.27%
CNC	D	0.27%
ANSS	B	0.26%
GPN	B	0.26%
DXCM	D	0.26%
TSCO	D	0.26%
KHC	F	0.25%
ON	D	0.25%
KEYS	A	0.24%
MPWR	F	0.24%
FCNCA	A	0.24%
DECK	A	0.24%
PHM	D	0.24%
RBLX	C	0.24%
NET	B	0.24%
NVR	D	0.24%
HPE	B	0.24%
DOV	A	0.24%
CPAY	A	0.23%
AWK	D	0.23%
TYL	B	0.23%
SYF	B	0.23%
TPL	A	0.23%
HSY	F	0.23%
TROW	B	0.23%
FTV	C	0.23%
HAL	C	0.23%
DTE	C	0.22%
WST	C	0.22%
GDDY	A	0.22%
DVN	F	0.22%
ADM	D	0.22%
EQR	B	0.22%
SW	A	0.22%
HBAN	A	0.22%
EME	C	0.21%
LPLA	A	0.21%
AEE	A	0.21%
RF	A	0.21%
CDW	F	0.21%
NTAP	C	0.21%
VLTO	D	0.21%
TDY	B	0.2%
ZBH	C	0.2%
WY	D	0.2%
ILMN	D	0.2%
LDOS	C	0.2%
IFF	D	0.2%
EXPE	B	0.2%
CINF	A	0.2%
CFG	B	0.19%
K	A	0.19%
STE	F	0.19%
MKL	A	0.19%
BLDR	D	0.19%
WBD	C	0.19%
ZBRA	B	0.18%
STLD	B	0.18%
WDC	D	0.18%
CLX	B	0.18%
MDB	C	0.18%
CSL	C	0.18%
SNA	A	0.17%
MKC	D	0.17%
FDS	B	0.17%
IBKR	A	0.17%
CTRA	B	0.17%
EXE	B	0.17%
NRG	B	0.17%
ZS	C	0.17%
INVH	D	0.17%
CNP	B	0.17%
LUV	C	0.17%
TRU	D	0.17%
ESS	B	0.17%
IP	B	0.17%
BALL	D	0.17%
DKNG	B	0.17%
LII	A	0.17%
LVS	C	0.17%
COO	D	0.17%
ZM	B	0.17%
BAH	F	0.17%
FSLR	F	0.17%
MOH	F	0.16%
J	F	0.16%
FWONK	B	0.16%
BBY	D	0.16%
TSN	B	0.16%
PODD	C	0.16%
ULTA	F	0.16%
WSO	A	0.16%
MAA	B	0.16%
WRB	A	0.16%
NTRA	B	0.16%
HOOD	B	0.15%
HEI	B	0.15%
ALGN	D	0.15%
KIM	A	0.15%
TER	D	0.15%
OC	A	0.15%
DG	F	0.15%
ARE	D	0.15%
EXPD	D	0.15%
BURL	A	0.15%
MANH	D	0.15%
XPO	B	0.15%
GEN	B	0.15%
RS	B	0.15%
GPC	D	0.15%
NTNX	A	0.15%
PNR	A	0.15%
PINS	D	0.15%
RPM	A	0.15%
JBHT	C	0.14%
FLEX	A	0.14%
SUI	D	0.14%
CF	B	0.14%
FNF	B	0.14%
FIX	A	0.14%
THC	D	0.14%
TOL	B	0.14%
WSM	B	0.14%
EG	C	0.14%
SSNC	B	0.14%
BAX	D	0.14%
MRO	B	0.14%
TXT	D	0.14%
DOCU	A	0.14%
TWLO	A	0.14%
JBL	B	0.13%
FFIV	B	0.13%
AVTR	F	0.13%
RVTY	F	0.13%
SAIA	B	0.13%
AMCR	D	0.13%
ACM	A	0.13%
UTHR	C	0.13%
ROL	B	0.13%
DT	C	0.13%
TW	A	0.13%
DOC	D	0.13%
GGG	B	0.13%
USFD	A	0.13%
CASY	A	0.13%
RGA	A	0.13%
VTRS	A	0.13%
ENTG	D	0.13%
PSTG	D	0.13%
SWK	D	0.12%
CAG	D	0.12%
RNR	C	0.12%
PFGC	B	0.12%
MRNA	F	0.12%
UDR	B	0.12%
SWKS	F	0.12%
DLTR	F	0.12%
POOL	C	0.12%
EPAM	C	0.12%
EQH	B	0.12%
OVV	B	0.11%
LECO	B	0.11%
EMN	D	0.11%
UHS	D	0.11%
DAY	B	0.11%
UNM	A	0.11%
AMH	D	0.11%
HST	C	0.11%
SCI	B	0.11%
NVT	B	0.11%
NBIX	C	0.11%
BMRN	D	0.11%
REG	B	0.11%
JNPR	F	0.11%
OKTA	C	0.11%
BG	F	0.11%
ALLE	D	0.11%
JKHY	D	0.11%
GLPI	C	0.11%
CLH	B	0.11%
INCY	C	0.11%
CPT	B	0.11%
ELS	C	0.11%
APTV	D	0.11%
TTEK	F	0.1%
CCK	C	0.1%
FND	C	0.1%
IPG	D	0.1%
TAP	C	0.1%
NWSA	B	0.1%
FOXA	B	0.1%
CG	A	0.1%
PAYC	B	0.1%
DKS	C	0.1%
BLD	D	0.1%
RRX	B	0.1%
SNAP	C	0.1%
SJM	D	0.1%
HEI	B	0.1%
WPC	D	0.1%
CNH	C	0.09%
WING	D	0.09%
ALLY	C	0.09%
SRPT	D	0.09%
CHDN	B	0.09%
CRL	C	0.09%
ERIE	D	0.09%
RPRX	D	0.09%
AFG	A	0.09%
BJ	A	0.09%
MOS	F	0.08%
ENPH	F	0.08%
AOS	F	0.08%
CPB	D	0.08%
HRL	D	0.08%
TFX	F	0.08%
SMCI	F	0.08%
AR	B	0.08%
WMS	D	0.08%
MORN	B	0.08%
EXAS	D	0.08%
SOLV	C	0.08%
WTRG	B	0.08%
ACI	C	0.07%
CNM	D	0.07%
DVA	B	0.07%
HII	D	0.07%
CE	F	0.07%
APA	D	0.07%
MEDP	D	0.07%
PCOR	B	0.06%
UHAL	D	0.06%
QRVO	F	0.06%
WBA	F	0.06%
BSY	D	0.06%
SIRI	C	0.06%
AZPN	A	0.06%
DINO	D	0.06%
BRKR	D	0.05%
U	C	0.05%
SNX	C	0.05%
FOX	A	0.05%
BEN	C	0.05%
CELH	F	0.04%
WLK	D	0.04%
COTY	F	0.03%
NWS	B	0.03%
PAG	B	0.03%
FWONA	B	0.02%
ALAB	B	0.02%
AGR	B	0.02%
LEN	D	0.01%
UHAL	D	0.0%

IMCB Underweight 78 Positions Relative to PALC

Symbol	Grade	Weight
TSLA	B	-3.78%
JPM	A	-3.26%
MCD	D	-2.85%
PM	B	-2.49%
ORCL	B	-2.07%
BAC	A	-1.98%
GS	A	-1.96%
AMGN	D	-1.64%
LOW	D	-1.55%
WFC	A	-1.42%
MO	A	-1.39%
MS	A	-1.36%
BKNG	A	-1.25%
MCK	B	-1.17%
SBUX	A	-1.13%
AON	A	-1.03%
C	A	-1.01%
NEE	D	-0.92%
PFE	D	-0.9%
AMT	D	-0.86%
MET	A	-0.77%
TDG	D	-0.76%
TMUS	B	-0.72%
BA	F	-0.7%
HCA	F	-0.69%
BRK.A	B	-0.69%
ORLY	B	-0.69%
MAR	B	-0.65%
V	A	-0.65%
VRTX	F	-0.64%
FI	A	-0.64%
RSG	A	-0.6%
WMT	A	-0.59%
MA	C	-0.58%
HON	B	-0.58%
KO	D	-0.56%
MMC	B	-0.56%
MSI	B	-0.56%
CSCO	B	-0.55%
ITW	B	-0.55%
TJX	A	-0.55%
PG	A	-0.54%
ROP	B	-0.53%
ADP	B	-0.52%
CB	C	-0.51%
CME	A	-0.51%
LIN	D	-0.51%
ICE	C	-0.5%
JNJ	D	-0.49%
WM	A	-0.49%
CTAS	B	-0.49%
CL	D	-0.49%
CSX	B	-0.48%
WELL	A	-0.48%
COST	B	-0.48%
AJG	B	-0.47%
DUK	C	-0.47%
SPGI	C	-0.47%
UNP	C	-0.46%
GD	F	-0.46%
ABT	B	-0.45%
SO	D	-0.45%
PEP	F	-0.45%
ECL	D	-0.44%
MDT	D	-0.44%
LMT	D	-0.44%
MDLZ	F	-0.43%
APD	A	-0.42%
CBOE	B	-0.4%
ABBV	D	-0.38%
REGN	F	-0.33%
ELV	F	-0.32%
MTCH	D	-0.08%
HSIC	B	-0.06%
NCLH	B	-0.06%
CZR	F	-0.05%
CTLT	B	-0.05%
FMC	D	-0.04%