IVE vs. SZNE ETF Comparison
Comparison of iShares S&P 500 Value ETF (IVE) to Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)
IVE
iShares S&P 500 Value ETF
IVE Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$196.80
Average Daily Volume
497,824
Number of Holdings
*
436
* may have additional holdings in another (foreign) market
SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
SZNE Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) 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 its underlying index. The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 Equal Weight Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$38.81
Average Daily Volume
3,368
Number of Holdings
*
95
* may have additional holdings in another (foreign) market
Performance
| Period | IVE | SZNE |
|---|---|---|
| 30 Days | 0.80% | -0.11% |
| 60 Days | 5.97% | 2.13% |
| 90 Days | 8.97% | 7.55% |
| 12 Months | 31.15% | 21.85% |
93 Overlapping Holdings
| Symbol | Grade | Weight in IVE | Weight in SZNE | Overlap | |
|---|---|---|---|---|---|
| A | B | 0.2% | 0.86% | 0.2% | |
| ABBV | A | 1.03% | 0.83% | 0.83% | |
| ABT | C | 0.95% | 0.82% | 0.82% | |
| ADM | D | 0.14% | 1.24% | 0.14% | |
| ALGN | D | 0.04% | 0.84% | 0.04% | |
| AMGN | D | 0.87% | 0.79% | 0.79% | |
| BAX | D | 0.09% | 0.81% | 0.09% | |
| BDX | B | 0.32% | 0.84% | 0.32% | |
| BG | D | 0.07% | 1.25% | 0.07% | |
| BIIB | F | 0.14% | 0.82% | 0.14% | |
| BMY | B | 0.48% | 0.86% | 0.48% | |
| BSX | A | 0.27% | 0.85% | 0.27% | |
| CAG | B | 0.07% | 1.29% | 0.07% | |
| CAH | B | 0.13% | 0.81% | 0.13% | |
| CHD | B | 0.06% | 1.27% | 0.06% | |
| CI | C | 0.48% | 0.81% | 0.48% | |
| CL | D | 0.25% | 1.26% | 0.25% | |
| CLX | B | 0.1% | 1.26% | 0.1% | |
| CNC | F | 0.19% | 0.83% | 0.19% | |
| COST | C | 1.12% | 1.27% | 1.12% | |
| CPB | D | 0.05% | 1.24% | 0.05% | |
| CRL | F | 0.05% | 0.82% | 0.05% | |
| CTLT | B | 0.05% | 0.85% | 0.05% | |
| CVS | D | 0.35% | 0.85% | 0.35% | |
| DG | F | 0.09% | 1.25% | 0.09% | |
| DGX | C | 0.08% | 0.83% | 0.08% | |
| DHR | B | 0.84% | 0.83% | 0.83% | |
| DLTR | F | 0.07% | 1.27% | 0.07% | |
| DVA | B | 0.02% | 0.85% | 0.02% | |
| DXCM | F | 0.05% | 0.81% | 0.05% | |
| EL | D | 0.09% | 1.39% | 0.09% | |
| ELV | F | 0.6% | 0.79% | 0.6% | |
| EW | F | 0.12% | 0.8% | 0.12% | |
| GEHC | B | 0.18% | 0.9% | 0.18% | |
| GILD | A | 0.5% | 0.84% | 0.5% | |
| GIS | B | 0.2% | 1.29% | 0.2% | |
| HCA | A | 0.19% | 0.87% | 0.19% | |
| HOLX | D | 0.09% | 0.83% | 0.09% | |
| HRL | F | 0.04% | 1.24% | 0.04% | |
| HSIC | C | 0.04% | 0.84% | 0.04% | |
| HSY | D | 0.09% | 1.22% | 0.09% | |
| HUM | F | 0.18% | 0.81% | 0.18% | |
| IDXX | D | 0.09% | 0.84% | 0.09% | |
| INCY | B | 0.05% | 0.84% | 0.05% | |
| IQV | F | 0.12% | 0.82% | 0.12% | |
| ISRG | C | 0.28% | 0.84% | 0.28% | |
| JNJ | C | 1.89% | 0.82% | 0.82% | |
| K | B | 0.1% | 1.28% | 0.1% | |
| KDP | C | 0.19% | 1.28% | 0.19% | |
| KHC | B | 0.15% | 1.25% | 0.15% | |
| KMB | B | 0.23% | 1.26% | 0.23% | |
| KO | B | 0.81% | 1.28% | 0.81% | |
| KR | B | 0.18% | 1.3% | 0.18% | |
| KVUE | C | 0.21% | 1.26% | 0.21% | |
| LW | D | 0.02% | 1.27% | 0.02% | |
| MCK | F | 0.32% | 0.77% | 0.32% | |
| MDLZ | C | 0.28% | 1.26% | 0.28% | |
| MDT | A | 0.55% | 0.84% | 0.55% | |
| MKC | B | 0.1% | 1.28% | 0.1% | |
| MNST | D | 0.07% | 1.31% | 0.07% | |
| MO | B | 0.41% | 1.24% | 0.41% | |
| MOH | D | 0.04% | 0.81% | 0.04% | |
| MRK | F | 0.85% | 0.84% | 0.84% | |
| MRNA | F | 0.11% | 0.76% | 0.11% | |
| MTD | B | 0.09% | 0.85% | 0.09% | |
| PEP | D | 0.72% | 1.23% | 0.72% | |
| PFE | D | 0.8% | 0.83% | 0.8% | |
| PG | C | 1.2% | 1.27% | 1.2% | |
| PM | B | 0.57% | 1.25% | 0.57% | |
| PODD | C | 0.05% | 0.86% | 0.05% | |
| REGN | D | 0.23% | 0.75% | 0.23% | |
| RMD | C | 0.17% | 0.81% | 0.17% | |
| SJM | B | 0.06% | 1.26% | 0.06% | |
| SOLV | D | 0.05% | 0.83% | 0.05% | |
| STE | D | 0.05% | 0.81% | 0.05% | |
| STZ | B | 0.19% | 1.28% | 0.19% | |
| SYK | C | 0.22% | 0.82% | 0.22% | |
| SYY | B | 0.18% | 1.29% | 0.18% | |
| TAP | D | 0.05% | 1.28% | 0.05% | |
| TECH | B | 0.06% | 0.85% | 0.06% | |
| TFX | B | 0.05% | 0.84% | 0.05% | |
| TGT | C | 0.34% | 1.32% | 0.34% | |
| TMO | C | 0.7% | 0.83% | 0.7% | |
| TSN | D | 0.08% | 1.21% | 0.08% | |
| UHS | D | 0.07% | 0.88% | 0.07% | |
| UNH | B | 1.58% | 0.81% | 0.81% | |
| VRTX | D | 0.21% | 0.81% | 0.21% | |
| VTRS | D | 0.07% | 0.81% | 0.07% | |
| WAT | B | 0.06% | 0.88% | 0.06% | |
| WBA | F | 0.03% | 1.12% | 0.03% | |
| WMT | A | 1.64% | 1.3% | 1.3% | |
| ZBH | F | 0.1% | 0.84% | 0.1% | |
| ZTS | B | 0.19% | 0.84% | 0.19% |
IVE Overweight 343 Positions Relative to SZNE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 3.99% | |
| JPM | D | 2.88% | |
| XOM | B | 2.45% | |
| BAC | D | 1.3% | |
| CVX | D | 1.19% | |
| HD | A | 1.17% | |
| CSCO | A | 1.0% | |
| IBM | C | 0.96% | |
| WFC | D | 0.92% | |
| VZ | A | 0.89% | |
| DIS | D | 0.81% | |
| NEE | A | 0.81% | |
| V | C | 0.77% | |
| RTX | A | 0.75% | |
| GS | D | 0.75% | |
| T | A | 0.74% | |
| CMCSA | B | 0.74% | |
| LOW | A | 0.71% | |
| HON | B | 0.63% | |
| BLK | B | 0.62% | |
| MS | B | 0.61% | |
| LMT | A | 0.58% | |
| C | B | 0.57% | |
| MCD | A | 0.57% | |
| PLD | D | 0.56% | |
| TXN | C | 0.56% | |
| GE | C | 0.55% | |
| MA | A | 0.54% | |
| LIN | B | 0.52% | |
| CB | A | 0.52% | |
| MU | D | 0.48% | |
| SCHW | D | 0.47% | |
| TMUS | A | 0.47% | |
| SO | A | 0.47% | |
| ACN | B | 0.46% | |
| INTC | D | 0.45% | |
| SPGI | C | 0.45% | |
| UPS | D | 0.45% | |
| ICE | A | 0.44% | |
| DUK | B | 0.43% | |
| QCOM | D | 0.43% | |
| UNP | C | 0.39% | |
| PYPL | B | 0.38% | |
| GD | A | 0.38% | |
| CAT | A | 0.36% | |
| PGR | C | 0.36% | |
| NOC | B | 0.35% | |
| WELL | B | 0.35% | |
| PNC | C | 0.35% | |
| MMM | B | 0.35% | |
| USB | C | 0.34% | |
| ADP | A | 0.33% | |
| APD | C | 0.31% | |
| AMT | C | 0.31% | |
| NEM | C | 0.3% | |
| SLB | F | 0.29% | |
| EMR | B | 0.29% | |
| FDX | D | 0.28% | |
| COF | C | 0.28% | |
| NKE | D | 0.28% | |
| NSC | B | 0.27% | |
| TFC | D | 0.27% | |
| O | A | 0.26% | |
| AEP | B | 0.26% | |
| AFL | A | 0.26% | |
| PSX | F | 0.26% | |
| TRV | C | 0.26% | |
| GM | D | 0.26% | |
| MMC | D | 0.25% | |
| SRE | A | 0.25% | |
| BK | C | 0.25% | |
| JCI | B | 0.24% | |
| ETN | C | 0.24% | |
| CCI | A | 0.24% | |
| BA | F | 0.24% | |
| ALL | C | 0.24% | |
| AIG | F | 0.23% | |
| MET | A | 0.23% | |
| D | A | 0.23% | |
| CME | A | 0.23% | |
| FI | A | 0.23% | |
| AXP | A | 0.22% | |
| FIS | C | 0.22% | |
| ADI | C | 0.22% | |
| TJX | C | 0.22% | |
| PCG | B | 0.21% | |
| VLO | F | 0.21% | |
| PEG | A | 0.21% | |
| PRU | C | 0.21% | |
| SHW | B | 0.21% | |
| CEG | B | 0.21% | |
| EQIX | B | 0.21% | |
| LHX | A | 0.21% | |
| SBUX | B | 0.21% | |
| DE | A | 0.21% | |
| MCO | C | 0.2% | |
| KMI | A | 0.2% | |
| CMI | B | 0.2% | |
| F | D | 0.2% | |
| WM | D | 0.19% | |
| COP | D | 0.19% | |
| COR | F | 0.19% | |
| CTVA | B | 0.19% | |
| EXC | A | 0.19% | |
| CBRE | A | 0.18% | |
| AON | A | 0.18% | |
| ITW | B | 0.18% | |
| CTSH | C | 0.18% | |
| EXR | C | 0.18% | |
| GEV | A | 0.18% | |
| VICI | C | 0.17% | |
| CARR | C | 0.17% | |
| DD | B | 0.17% | |
| OXY | F | 0.17% | |
| APH | D | 0.17% | |
| ED | A | 0.17% | |
| XEL | A | 0.17% | |
| BKR | B | 0.17% | |
| DOW | B | 0.17% | |
| AVB | C | 0.16% | |
| XYL | B | 0.16% | |
| EIX | A | 0.16% | |
| PSA | C | 0.16% | |
| WMB | A | 0.16% | |
| CSX | D | 0.16% | |
| ROP | C | 0.16% | |
| HPQ | C | 0.16% | |
| HIG | A | 0.16% | |
| GLW | C | 0.16% | |
| EBAY | A | 0.15% | |
| NDAQ | C | 0.15% | |
| MSI | A | 0.15% | |
| ECL | A | 0.15% | |
| WAB | A | 0.15% | |
| CTAS | C | 0.15% | |
| BX | C | 0.15% | |
| FCX | B | 0.15% | |
| SPG | A | 0.15% | |
| GPN | F | 0.14% | |
| AWK | C | 0.14% | |
| DLR | C | 0.14% | |
| ABNB | D | 0.14% | |
| FITB | C | 0.14% | |
| WTW | A | 0.14% | |
| PPG | D | 0.14% | |
| AJG | D | 0.14% | |
| WEC | A | 0.14% | |
| MTB | C | 0.14% | |
| EQR | C | 0.13% | |
| STT | C | 0.13% | |
| KEYS | C | 0.13% | |
| TT | A | 0.13% | |
| VLTO | C | 0.13% | |
| ETR | A | 0.13% | |
| TEL | D | 0.13% | |
| ADSK | C | 0.13% | |
| TROW | D | 0.12% | |
| WY | B | 0.12% | |
| EOG | D | 0.12% | |
| LYB | D | 0.12% | |
| HPE | C | 0.12% | |
| MPC | F | 0.12% | |
| PAYX | A | 0.12% | |
| FSLR | C | 0.12% | |
| VTR | B | 0.12% | |
| DVN | F | 0.12% | |
| DTE | A | 0.12% | |
| DOV | C | 0.12% | |
| HAL | F | 0.12% | |
| IFF | C | 0.12% | |
| FE | A | 0.11% | |
| EFX | D | 0.11% | |
| AEE | A | 0.11% | |
| RJF | B | 0.11% | |
| SW | B | 0.11% | |
| OTIS | A | 0.11% | |
| PPL | A | 0.11% | |
| ES | A | 0.11% | |
| SYF | C | 0.1% | |
| OMC | A | 0.1% | |
| BALL | B | 0.1% | |
| FAST | C | 0.1% | |
| TDY | B | 0.1% | |
| AME | D | 0.1% | |
| EQT | C | 0.1% | |
| INVH | D | 0.1% | |
| OKE | C | 0.1% | |
| CMS | A | 0.1% | |
| CINF | A | 0.1% | |
| TER | D | 0.1% | |
| RF | C | 0.1% | |
| ATO | A | 0.1% | |
| AMP | A | 0.1% | |
| LDOS | A | 0.1% | |
| HBAN | C | 0.1% | |
| WDC | C | 0.1% | |
| NRG | A | 0.09% | |
| CSGP | F | 0.09% | |
| PFG | C | 0.09% | |
| WBD | D | 0.09% | |
| CNP | B | 0.09% | |
| NTRS | C | 0.09% | |
| APTV | D | 0.09% | |
| J | D | 0.09% | |
| MSCI | B | 0.09% | |
| LH | D | 0.09% | |
| CFG | D | 0.09% | |
| PKG | A | 0.09% | |
| ZBRA | C | 0.09% | |
| EA | D | 0.09% | |
| ARE | D | 0.09% | |
| MAA | C | 0.09% | |
| GPC | D | 0.09% | |
| BBY | B | 0.09% | |
| LEN | B | 0.09% | |
| ESS | C | 0.09% | |
| YUM | B | 0.09% | |
| KIM | C | 0.08% | |
| IEX | D | 0.08% | |
| NTAP | D | 0.08% | |
| DELL | D | 0.08% | |
| AZO | D | 0.08% | |
| KEY | C | 0.08% | |
| SWK | A | 0.08% | |
| DFS | C | 0.08% | |
| IRM | B | 0.08% | |
| ON | F | 0.08% | |
| TXT | D | 0.08% | |
| HWM | A | 0.08% | |
| EG | B | 0.08% | |
| VRSK | D | 0.08% | |
| IP | B | 0.08% | |
| UAL | B | 0.08% | |
| AVY | B | 0.08% | |
| TSCO | A | 0.08% | |
| MCHP | F | 0.08% | |
| ORLY | A | 0.08% | |
| CHTR | D | 0.08% | |
| LUV | C | 0.08% | |
| WRB | B | 0.08% | |
| CDW | D | 0.08% | |
| PH | B | 0.08% | |
| RSG | D | 0.08% | |
| JBHT | D | 0.07% | |
| UDR | C | 0.07% | |
| NDSN | B | 0.07% | |
| PCAR | D | 0.07% | |
| EVRG | B | 0.07% | |
| L | D | 0.07% | |
| TRMB | B | 0.07% | |
| GEN | A | 0.07% | |
| NXPI | F | 0.07% | |
| RVTY | C | 0.07% | |
| LNT | A | 0.07% | |
| NI | A | 0.07% | |
| SBAC | B | 0.07% | |
| DOC | B | 0.07% | |
| ROK | D | 0.07% | |
| SWKS | F | 0.07% | |
| AMCR | A | 0.07% | |
| MLM | D | 0.06% | |
| BXP | C | 0.06% | |
| REG | B | 0.06% | |
| IPG | C | 0.06% | |
| KMX | D | 0.06% | |
| ANSS | D | 0.06% | |
| VMC | D | 0.06% | |
| GRMN | D | 0.06% | |
| CHRW | A | 0.06% | |
| TTWO | F | 0.06% | |
| HUBB | A | 0.06% | |
| EMN | B | 0.06% | |
| JKHY | A | 0.06% | |
| COO | C | 0.06% | |
| FFIV | C | 0.06% | |
| JNPR | C | 0.06% | |
| NUE | D | 0.06% | |
| STX | B | 0.06% | |
| DAL | B | 0.06% | |
| PWR | B | 0.06% | |
| CPT | C | 0.06% | |
| AES | B | 0.06% | |
| FDS | C | 0.05% | |
| GL | C | 0.05% | |
| DRI | C | 0.05% | |
| TPR | B | 0.05% | |
| MKTX | C | 0.05% | |
| QRVO | F | 0.05% | |
| ENPH | D | 0.05% | |
| NWSA | D | 0.05% | |
| AIZ | A | 0.05% | |
| ALB | D | 0.05% | |
| PNW | A | 0.05% | |
| HII | D | 0.05% | |
| BR | B | 0.05% | |
| LKQ | F | 0.05% | |
| EXPD | B | 0.05% | |
| GWW | A | 0.05% | |
| MRO | D | 0.04% | |
| BWA | C | 0.04% | |
| IVZ | C | 0.04% | |
| ALLE | A | 0.04% | |
| FMC | B | 0.04% | |
| CBOE | B | 0.04% | |
| VRSN | C | 0.04% | |
| AKAM | D | 0.04% | |
| ROL | B | 0.04% | |
| SNA | B | 0.04% | |
| MOS | F | 0.04% | |
| PTC | D | 0.04% | |
| MHK | B | 0.04% | |
| MAS | A | 0.04% | |
| FRT | B | 0.04% | |
| DPZ | D | 0.04% | |
| IR | B | 0.04% | |
| FOXA | A | 0.04% | |
| HAS | A | 0.04% | |
| MTCH | C | 0.04% | |
| BRO | A | 0.03% | |
| ERIE | A | 0.03% | |
| CCL | C | 0.03% | |
| JBL | D | 0.03% | |
| LVS | B | 0.03% | |
| CTRA | D | 0.03% | |
| POOL | B | 0.03% | |
| PARA | F | 0.03% | |
| STLD | C | 0.03% | |
| BEN | F | 0.03% | |
| BBWI | F | 0.03% | |
| ULTA | D | 0.03% | |
| EPAM | F | 0.03% | |
| CF | A | 0.03% | |
| RL | B | 0.02% | |
| GNRC | B | 0.02% | |
| CZR | C | 0.02% | |
| AOS | B | 0.02% | |
| DAY | C | 0.02% | |
| PAYC | D | 0.02% | |
| PNR | A | 0.02% | |
| FOX | A | 0.02% | |
| HST | D | 0.02% | |
| MGM | D | 0.01% | |
| NWS | D | 0.01% |
IVE: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Business Services
Diagnostics & Research
Asset Management
Banks - Regional - US
Capital Markets
Packaged Foods
Semiconductors
Drug Manufacturers - Major
Medical Devices
Medical Instruments & Supplies
Aerospace & Defense
Credit Services
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Oil & Gas E&P
REIT - Residential
Software - Application
SZNE: Top Represented Industries & Keywords
Industries:
Diagnostics & Research
Drug Manufacturers - Major
Packaged Foods
Medical Devices
Medical Instruments & Supplies
Health Care Plans
Household & Personal Products
Biotechnology
Discount Stores
Beverages - Soft Drinks
Drug Manufacturers - Specialty & Generic
Farm Products
Medical Care
Medical Distribution
Confectioners
Health Information Services
Tobacco
Beverages - Brewers
Beverages - Wineries & Distilleries
Food Distribution
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