PWS vs. HDUS ETF Comparison

Comparison of Pacer WealthShield ETF (PWS) to Hartford Disciplined US Equity ETF (HDUS)

PWS

Pacer WealthShield ETF

PWS Description

The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.23

Average Daily Volume

1,845

Number of Holdings ^*

217

* may have additional holdings in another (foreign) market

HDUS

Hartford Disciplined US Equity ETF

HDUS Description

Hartford Disciplined US Equity ETF is an exchange traded fund launched and managed by Lattice Strategies LLC. It is co-managed by Mellon Investments Corporation. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of large-cap companies. The fund seeks to track the performance of the Hartford Disciplined US Equity Index, by using full replication technique. Hartford Disciplined US Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$58.11

Average Daily Volume

3,372

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	PWS	HDUS
30 Days	4.72%	3.75%
60 Days	-1.94%	5.23%
90 Days	1.22%	7.06%
12 Months	21.11%	31.94%

82 Overlapping Holdings

Symbol	Grade	Weight in PWS	Weight in HDUS	Overlap
AAPL	C	4.27%	5.11%	4.27%
ABNB	C	0.24%	0.22%	0.22%
ACN	C	0.27%	0.39%	0.27%
ADBE	C	0.27%	0.13%	0.13%
AMAT	F	0.17%	0.36%	0.17%
AMD	F	0.27%	0.07%	0.07%
AMZN	C	7.58%	3.39%	3.39%
APH	A	0.1%	0.45%	0.1%
AVB	B	0.57%	0.14%	0.14%
AVGO	D	0.93%	1.26%	0.93%
BBY	D	0.07%	0.05%	0.05%
BG	F	0.09%	0.26%	0.09%
BKNG	A	0.68%	0.5%	0.5%
CDNS	B	0.1%	0.16%	0.1%
CL	D	0.54%	0.67%	0.54%
CMG	B	0.32%	0.09%	0.09%
COST	B	2.9%	0.64%	0.64%
CPB	D	0.06%	0.07%	0.06%
CRM	B	0.39%	0.35%	0.35%
CRWD	B	0.1%	0.21%	0.1%
CSCO	B	0.28%	0.31%	0.28%
CTSH	B	0.05%	0.52%	0.05%
DELL	C	0.05%	0.02%	0.02%
DRI	B	0.08%	0.11%	0.08%
DTE	C	0.41%	0.07%	0.07%
DUK	C	1.43%	0.12%	0.12%
EBAY	D	0.12%	0.26%	0.12%
EIX	B	0.54%	0.15%	0.15%
EQR	B	0.45%	0.08%	0.08%
ESS	B	0.34%	0.23%	0.23%
FICO	B	0.07%	0.33%	0.07%
GDDY	A	0.03%	0.49%	0.03%
GLW	B	0.04%	0.13%	0.04%
GM	B	0.24%	0.02%	0.02%
GPC	D	0.07%	0.09%	0.07%
HD	A	1.59%	0.46%	0.46%
HPQ	B	0.04%	0.13%	0.04%
HSY	F	0.18%	0.23%	0.18%
IBM	C	0.24%	0.73%	0.24%
INTU	C	0.22%	0.24%	0.22%
IRM	D	0.6%	0.45%	0.45%
IT	C	0.05%	0.07%	0.05%
JNPR	F	0.01%	0.04%	0.01%
KLAC	D	0.1%	0.28%	0.1%
KMB	D	0.32%	0.24%	0.24%
KO	D	1.72%	0.46%	0.46%
KVUE	A	0.32%	0.64%	0.32%
LKQ	D	0.04%	0.01%	0.01%
LOW	D	0.6%	0.19%	0.19%
LRCX	F	0.11%	0.15%	0.11%
MCD	D	0.84%	0.28%	0.28%
MO	A	0.68%	1.12%	0.68%
MPWR	F	0.03%	0.11%	0.03%
MSFT	F	3.79%	5.29%	3.79%
MSI	B	0.1%	0.16%	0.1%
NEE	D	2.58%	0.22%	0.22%
NOW	A	0.26%	0.18%	0.18%
NRG	B	0.32%	0.1%	0.1%
NTAP	C	0.03%	0.61%	0.03%
NVDA	C	4.4%	6.03%	4.4%
NXPI	D	0.07%	0.36%	0.07%
ORCL	B	0.37%	0.7%	0.37%
PANW	C	0.15%	0.16%	0.15%
PEG	A	0.74%	0.39%	0.39%
PEP	F	1.54%	1.14%	1.14%
PLTR	B	0.15%	0.28%	0.15%
QCOM	F	0.21%	0.47%	0.21%
RL	B	0.03%	0.33%	0.03%
SBUX	A	0.45%	0.07%	0.07%
SNPS	B	0.1%	0.04%	0.04%
SO	D	1.57%	0.2%	0.2%
SPG	B	0.98%	0.33%	0.33%
SWKS	F	0.02%	0.05%	0.02%
TER	D	0.02%	0.07%	0.02%
TGT	F	0.4%	0.03%	0.03%
TJX	A	0.54%	0.07%	0.07%
TPR	B	0.05%	0.03%	0.03%
TSCO	D	0.12%	0.16%	0.12%
TSLA	B	3.8%	1.5%	1.5%
TXN	C	0.22%	1.09%	0.22%
WMT	A	2.67%	0.71%	0.71%
YUM	B	0.15%	0.54%	0.15%

PWS Overweight 135 Positions Relative to HDUS

Symbol	Grade	Weight
PG	A	2.84%
PLD	D	1.88%
AMT	D	1.66%
EQIX	A	1.54%
PM	B	1.43%
WELL	A	1.41%
CEG	D	1.2%
DLR	B	1.01%
SRE	A	0.96%
PSA	D	0.93%
O	D	0.88%
VST	B	0.87%
AEP	D	0.84%
CCI	D	0.8%
D	C	0.79%
PCG	A	0.74%
CBRE	B	0.7%
XEL	A	0.64%
EXC	C	0.63%
EXR	D	0.62%
MDLZ	F	0.61%
VICI	C	0.6%
CSGP	D	0.55%
ED	D	0.55%
ETR	B	0.53%
WEC	A	0.51%
VTR	C	0.47%
AWK	D	0.44%
SBAC	D	0.42%
PPL	B	0.41%
AEE	A	0.4%
WY	D	0.39%
ATO	A	0.37%
ES	D	0.36%
FE	C	0.35%
NKE	D	0.35%
INVH	D	0.34%
MAA	B	0.33%
CNP	B	0.33%
CMS	C	0.33%
KIM	A	0.3%
ARE	D	0.29%
ORLY	B	0.28%
KR	B	0.27%
NI	A	0.27%
KDP	D	0.26%
LNT	A	0.26%
MAR	B	0.26%
STZ	D	0.26%
DOC	D	0.26%
MNST	C	0.26%
GIS	D	0.25%
SYY	B	0.25%
EVRG	A	0.24%
HLT	A	0.24%
UDR	B	0.23%
RCL	A	0.22%
CPT	B	0.22%
AZO	C	0.21%
REG	B	0.21%
HST	C	0.21%
BXP	D	0.2%
DHI	D	0.19%
CHD	B	0.19%
KHC	F	0.19%
ADM	D	0.18%
ROST	C	0.18%
F	C	0.17%
PNW	B	0.17%
LEN	D	0.16%
CLX	B	0.15%
FRT	B	0.15%
K	A	0.15%
AES	F	0.15%
MKC	D	0.14%
LULU	C	0.14%
GRMN	B	0.13%
TSN	B	0.13%
ADI	D	0.13%
MU	D	0.13%
ANET	C	0.12%
INTC	D	0.12%
PHM	D	0.11%
DECK	A	0.11%
EL	F	0.11%
DG	F	0.11%
CCL	B	0.1%
EXPE	B	0.09%
DLTR	F	0.09%
NVR	D	0.09%
CAG	D	0.09%
LW	C	0.08%
ADSK	A	0.08%
SJM	D	0.08%
ULTA	F	0.07%
LVS	C	0.07%
ROP	B	0.07%
FTNT	C	0.07%
TAP	C	0.07%
APTV	D	0.06%
DPZ	C	0.06%
HRL	D	0.06%
NCLH	B	0.05%
KMX	B	0.05%
POOL	C	0.05%
KEYS	A	0.04%
ANSS	B	0.04%
WBA	F	0.04%
MCHP	D	0.04%
WDC	D	0.03%
TDY	B	0.03%
PTC	A	0.03%
MHK	D	0.03%
CDW	F	0.03%
TYL	B	0.03%
BWA	D	0.03%
HAS	D	0.03%
CZR	F	0.03%
HPE	B	0.03%
WYNN	D	0.03%
MGM	D	0.03%
ON	D	0.03%
SMCI	F	0.02%
AKAM	D	0.02%
EPAM	C	0.02%
FFIV	B	0.02%
JBL	B	0.02%
VRSN	F	0.02%
GEN	B	0.02%
TRMB	B	0.02%
FSLR	F	0.02%
ZBRA	B	0.02%
STX	D	0.02%
QRVO	F	0.01%
ENPH	F	0.01%

PWS Underweight 181 Positions Relative to HDUS

Symbol	Grade	Weight
GOOGL	C	-3.95%
META	D	-1.85%
JNJ	D	-1.51%
VZ	C	-1.24%
XOM	B	-1.05%
ABBV	D	-1.02%
JPM	A	-0.92%
CVX	A	-0.92%
LLY	F	-0.89%
CMI	A	-0.88%
UNH	C	-0.8%
LAMR	D	-0.77%
BMY	B	-0.72%
KNF	A	-0.69%
JHG	A	-0.68%
CBOE	B	-0.68%
CTAS	B	-0.63%
NFLX	A	-0.63%
BK	A	-0.61%
EME	C	-0.59%
ALSN	B	-0.59%
T	A	-0.54%
DBX	B	-0.53%
TROW	B	-0.52%
ABT	B	-0.52%
RHI	B	-0.5%
GLPI	C	-0.5%
EA	A	-0.49%
TXRH	C	-0.48%
STWD	C	-0.48%
GILD	C	-0.48%
BRK.A	B	-0.46%
SHW	A	-0.45%
EOG	A	-0.44%
RPM	A	-0.44%
CB	C	-0.43%
R	B	-0.42%
MCO	B	-0.41%
MS	A	-0.41%
AXS	A	-0.41%
MLI	C	-0.4%
MCK	B	-0.39%
MUSA	A	-0.38%
HRB	D	-0.37%
ADC	B	-0.35%
BAH	F	-0.35%
RDN	C	-0.35%
VRTX	F	-0.34%
AGNC	D	-0.34%
KMI	A	-0.34%
WST	C	-0.33%
BSX	B	-0.33%
DCI	B	-0.33%
STAG	F	-0.33%
RTX	C	-0.32%
PGR	A	-0.32%
LMT	D	-0.32%
OHI	C	-0.31%
CHRW	C	-0.3%
DGX	A	-0.3%
COP	C	-0.3%
CRBG	B	-0.29%
UBER	D	-0.29%
INGR	B	-0.29%
RMD	C	-0.29%
TRV	B	-0.28%
AFL	B	-0.28%
SPGI	C	-0.27%
WFC	A	-0.27%
FSS	B	-0.26%
MRK	F	-0.26%
VRSK	A	-0.26%
OMC	C	-0.26%
FDX	B	-0.25%
TMUS	B	-0.25%
APP	B	-0.25%
FOXA	B	-0.25%
ETN	A	-0.24%
WMB	A	-0.23%
CAT	B	-0.23%
CHRD	D	-0.23%
NNN	D	-0.23%
ALTR	B	-0.22%
GWRE	A	-0.22%
ALV	C	-0.22%
NYT	C	-0.22%
PRU	A	-0.22%
FANG	D	-0.22%
NWSA	B	-0.21%
PKG	A	-0.21%
MANH	D	-0.21%
VLO	C	-0.21%
MDT	D	-0.21%
AMGN	D	-0.2%
ORI	A	-0.2%
LNG	B	-0.2%
NDAQ	A	-0.19%
PFE	D	-0.19%
AXP	A	-0.19%
HUBS	A	-0.18%
MPC	D	-0.18%
MMC	B	-0.18%
BJ	A	-0.17%
FLEX	A	-0.17%
ACI	C	-0.16%
MMM	D	-0.16%
ZTS	D	-0.15%
GE	D	-0.15%
CSWI	A	-0.15%
STT	A	-0.15%
TMO	F	-0.15%
DY	D	-0.14%
TT	A	-0.14%
GD	F	-0.14%
BLK	C	-0.13%
GEHC	F	-0.13%
DDOG	A	-0.13%
TRGP	B	-0.13%
COKE	C	-0.12%
PNC	B	-0.12%
WSM	B	-0.12%
BR	A	-0.12%
DKS	C	-0.12%
CBT	C	-0.12%
GS	A	-0.11%
OC	A	-0.11%
ECL	D	-0.11%
ESI	A	-0.1%
HCA	F	-0.09%
WTW	B	-0.09%
MTG	C	-0.09%
DASH	A	-0.09%
LII	A	-0.09%
VRNS	D	-0.09%
GNTX	C	-0.09%
C	A	-0.09%
CUBE	D	-0.08%
DHR	F	-0.08%
SYK	C	-0.08%
CROX	D	-0.08%
COIN	C	-0.07%
HLNE	B	-0.07%
NTNX	A	-0.07%
BAC	A	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
KKR	A	-0.06%
PAYX	C	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
TFC	A	-0.05%
SMAR	A	-0.04%
CACI	D	-0.04%
DTM	B	-0.04%
FNF	B	-0.04%
INSP	D	-0.04%
RBLX	C	-0.04%
ZS	C	-0.04%
AYI	B	-0.04%
MSCI	C	-0.04%
ODFL	B	-0.04%
EVR	B	-0.03%
REGN	F	-0.03%
IBKR	A	-0.03%
MORN	B	-0.03%
CSL	C	-0.03%
JKHY	D	-0.03%
JBHT	C	-0.02%
CRUS	D	-0.02%
ISRG	A	-0.02%
PYPL	B	-0.02%
NET	B	-0.02%
FR	C	-0.02%
OGE	B	-0.02%
TMDX	F	-0.01%
SNOW	C	-0.01%
OGN	D	-0.01%
CINF	A	-0.01%
EGP	F	-0.01%
RYN	D	-0.01%