PFIX vs. PALC ETF Comparison

Comparison of Simplify Interest Rate Hedge ETF (PFIX) to Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)

PFIX

Simplify Interest Rate Hedge ETF

PFIX Description

The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$50.22

Average Daily Volume

80,893

Number of Holdings ^*

108

* 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	PFIX	PALC
30 Days	1.63%	4.42%
60 Days	26.27%	6.04%
90 Days	22.86%	8.35%
12 Months	7.42%	36.24%

40 Overlapping Holdings

Symbol	Grade	Weight in PFIX	Weight in PALC	Overlap
ADP	B	0.79%	0.52%	0.52%
AIG	B	0.34%	0.47%	0.34%
APD	A	0.37%	0.42%	0.37%
ATO	A	0.11%	0.55%	0.11%
AVB	B	0.19%	0.45%	0.19%
BAC	A	1.73%	1.98%	1.73%
BK	A	0.29%	0.88%	0.29%
C	A	0.77%	1.01%	0.77%
CMS	C	0.12%	0.55%	0.12%
CSCO	B	1.48%	0.55%	0.55%
DRI	B	0.14%	0.48%	0.14%
EIX	B	0.19%	0.18%	0.18%
ES	D	0.15%	0.12%	0.12%
ETR	B	0.14%	0.54%	0.14%
EVRG	A	0.07%	0.44%	0.07%
GD	F	0.46%	0.46%	0.46%
GIS	D	0.28%	0.39%	0.28%
JNJ	D	2.83%	0.49%	0.49%
JPM	A	3.9%	3.26%	3.26%
LHX	C	0.29%	0.31%	0.29%
LMT	D	0.82%	0.44%	0.44%
LNT	A	0.08%	0.45%	0.08%
MDLZ	F	0.76%	0.43%	0.43%
MET	A	0.32%	0.77%	0.32%
MMC	B	0.75%	0.56%	0.56%
MS	A	0.81%	1.36%	0.81%
NI	A	0.08%	0.09%	0.08%
NTRS	A	0.11%	0.11%	0.11%
OKE	A	0.31%	1.07%	0.31%
OMC	C	0.13%	0.47%	0.13%
PAYX	C	0.3%	0.49%	0.3%
PEG	A	0.23%	0.47%	0.23%
PFG	D	0.14%	0.49%	0.14%
PG	A	2.82%	0.54%	0.54%
PKG	A	0.1%	0.51%	0.1%
RSG	A	0.28%	0.6%	0.28%
SO	D	0.55%	0.45%	0.45%
SRE	A	0.33%	0.49%	0.33%
STT	A	0.16%	0.18%	0.16%
WEC	A	0.18%	0.45%	0.18%

PFIX Overweight 68 Positions Relative to PALC

Symbol	Grade	Weight
AVGO	D	3.86%
XOM	B	3.19%
CVX	A	2.06%
TM	D	1.97%
NVS	D	1.56%
CMCSA	B	1.29%
QCOM	F	1.27%
VZ	C	1.26%
HSBH	B	1.23%
TXN	C	1.13%
COP	C	1.01%
PLD	D	0.91%
BLK	C	0.87%
TD	F	0.83%
ETN	A	0.82%
UPS	C	0.81%
CVS	D	0.76%
GILD	C	0.66%
USB	A	0.45%
HMC	F	0.45%
PSX	C	0.45%
STLA	F	0.43%
PNC	B	0.43%
NSC	B	0.42%
PCAR	B	0.42%
TRV	B	0.38%
VLO	C	0.36%
NUE	C	0.32%
AEP	D	0.31%
JCI	C	0.29%
CMI	A	0.28%
EXC	C	0.27%
KR	B	0.26%
E	F	0.26%
XEL	A	0.25%
FANG	D	0.23%
HSY	F	0.22%
DFS	B	0.22%
ADM	D	0.22%
VICI	C	0.22%
BCS	C	0.22%
TROW	B	0.17%
DTE	C	0.17%
FITB	A	0.16%
MTB	A	0.15%
GPC	D	0.14%
AEE	A	0.14%
HBAN	A	0.13%
GRMN	B	0.13%
HPE	B	0.13%
RF	A	0.12%
SWKS	F	0.12%
SYF	B	0.12%
HST	C	0.11%
VTRS	A	0.11%
CINF	A	0.11%
FNF	B	0.1%
SNA	A	0.1%
CCEP	C	0.1%
BBY	D	0.1%
IP	B	0.09%
AMCR	D	0.09%
EG	C	0.09%
CAG	D	0.09%
MOS	F	0.07%
CHRW	C	0.06%
CPB	D	0.06%
FRO	F	0.02%

PFIX Underweight 141 Positions Relative to PALC

Symbol	Grade	Weight
TSLA	B	-3.78%
MCD	D	-2.85%
PM	B	-2.49%
ORCL	B	-2.07%
GS	A	-1.96%
AMGN	D	-1.64%
LOW	D	-1.55%
WFC	A	-1.42%
MO	A	-1.39%
BKNG	A	-1.25%
MCK	B	-1.17%
SBUX	A	-1.13%
HLT	A	-1.04%
AON	A	-1.03%
NEE	D	-0.92%
PFE	D	-0.9%
YUM	B	-0.89%
OTIS	C	-0.87%
AMT	D	-0.86%
AME	A	-0.79%
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%
MSCI	C	-0.65%
MAR	B	-0.65%
V	A	-0.65%
VRTX	F	-0.64%
FI	A	-0.64%
VRSN	F	-0.63%
AMP	A	-0.62%
KMI	A	-0.61%
L	A	-0.6%
WMB	A	-0.59%
WMT	A	-0.59%
MA	C	-0.58%
HON	B	-0.58%
FTNT	C	-0.57%
FICO	B	-0.57%
KO	D	-0.56%
MSI	B	-0.56%
AZO	C	-0.55%
ITW	B	-0.55%
TJX	A	-0.55%
FE	C	-0.54%
IEX	B	-0.53%
ROP	B	-0.53%
CB	C	-0.51%
CME	A	-0.51%
LIN	D	-0.51%
HIG	B	-0.5%
ICE	C	-0.5%
PRU	A	-0.5%
COR	B	-0.49%
EA	A	-0.49%
WM	A	-0.49%
CTAS	B	-0.49%
CL	D	-0.49%
CSX	B	-0.48%
WELL	A	-0.48%
CHD	B	-0.48%
COST	B	-0.48%
PPL	B	-0.48%
AJG	B	-0.47%
DUK	C	-0.47%
BRO	B	-0.47%
SPGI	C	-0.47%
AVY	D	-0.46%
BR	A	-0.46%
AFL	B	-0.46%
UNP	C	-0.46%
ABT	B	-0.45%
PEP	F	-0.45%
LH	C	-0.45%
STZ	D	-0.44%
ECL	D	-0.44%
DGX	A	-0.44%
MDT	D	-0.44%
PPG	F	-0.43%
KDP	D	-0.42%
ED	D	-0.42%
KMB	D	-0.42%
SYY	B	-0.41%
HOLX	D	-0.41%
CBOE	B	-0.4%
NEM	D	-0.39%
ABBV	D	-0.38%
LYB	F	-0.37%
DOW	F	-0.35%
TFC	A	-0.34%
CPRT	A	-0.34%
SPG	B	-0.34%
CCI	D	-0.33%
REGN	F	-0.33%
ELV	F	-0.32%
SBAC	D	-0.31%
HPQ	B	-0.3%
CHTR	C	-0.29%
CAH	B	-0.26%
F	C	-0.26%
RCL	A	-0.25%
TTWO	A	-0.24%
PCG	A	-0.24%
TRGP	B	-0.23%
MTD	D	-0.23%
XYL	D	-0.23%
RMD	C	-0.22%
LYV	A	-0.2%
MAS	D	-0.17%
BIIB	F	-0.15%
HUBB	B	-0.15%
WAT	B	-0.15%
UAL	A	-0.15%
DPZ	C	-0.14%
VTR	C	-0.14%
PTC	A	-0.13%
TRMB	B	-0.13%
STX	D	-0.13%
EQT	B	-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%
AKAM	D	-0.09%
MGM	D	-0.08%
BXP	D	-0.08%
MTCH	D	-0.08%
ALB	C	-0.08%
LKQ	D	-0.07%
KMX	B	-0.07%
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%