SZNE vs. SUSA ETF Comparison

Comparison of Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) to iShares MSCI USA ESG Select ETF (SUSA)

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

$38.91

Average Daily Volume

3,448

Number of Holdings ^*

223

* may have additional holdings in another (foreign) market

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

Performance

Period	SZNE	SUSA
30 Days	2.64%	4.04%
60 Days	0.15%	4.55%
90 Days	0.62%	6.30%
12 Months	17.34%	32.95%

71 Overlapping Holdings

Symbol	Grade	Weight in SZNE	Weight in SUSA	Overlap
AAPL	C	0.35%	4.77%	0.35%
ACN	C	0.36%	0.67%	0.36%
ADBE	C	0.32%	1.02%	0.32%
ADP	B	0.32%	1.29%	0.32%
ADSK	A	0.4%	0.84%	0.4%
AKAM	D	0.31%	0.08%	0.08%
AMAT	F	0.31%	0.81%	0.31%
AMD	F	0.31%	0.55%	0.31%
ANET	C	0.37%	0.31%	0.31%
ANSS	B	0.37%	0.24%	0.24%
APTV	D	0.36%	0.1%	0.1%
AVGO	D	0.33%	1.56%	0.33%
AXON	A	0.48%	0.48%	0.48%
BALL	D	0.79%	0.14%	0.14%
BBY	D	0.42%	0.39%	0.39%
BKNG	A	0.6%	0.38%	0.38%
BR	A	0.32%	0.54%	0.32%
CARR	D	0.29%	0.21%	0.21%
CAT	B	0.33%	0.13%	0.13%
CDNS	B	0.39%	0.71%	0.39%
CHRW	C	0.33%	0.57%	0.33%
CMI	A	0.36%	0.67%	0.36%
CRM	B	0.44%	1.18%	0.44%
CSCO	B	0.4%	0.73%	0.4%
DECK	A	0.54%	0.74%	0.54%
ECL	D	0.83%	1.3%	0.83%
EXPD	D	0.3%	0.77%	0.3%
FSLR	F	0.28%	0.13%	0.13%
GDDY	A	0.43%	0.39%	0.39%
GE	D	0.3%	0.59%	0.3%
GWW	B	0.36%	0.78%	0.36%
HD	A	0.5%	1.68%	0.5%
HPE	B	0.42%	0.65%	0.42%
HPQ	B	0.38%	0.21%	0.21%
IBM	C	0.35%	0.76%	0.35%
IFF	D	0.74%	0.15%	0.15%
INTC	D	0.42%	0.39%	0.39%
INTU	C	0.34%	1.06%	0.34%
IT	C	0.35%	0.1%	0.1%
JCI	C	0.34%	0.3%	0.3%
KEYS	A	0.38%	0.34%	0.34%
LIN	D	0.83%	0.09%	0.09%
LKQ	D	0.43%	0.49%	0.43%
LOW	D	0.49%	0.72%	0.49%
LRCX	F	0.31%	0.46%	0.31%
LULU	C	0.55%	0.11%	0.11%
MMM	D	0.29%	0.77%	0.29%
MSFT	F	0.33%	4.66%	0.33%
MU	D	0.37%	0.26%	0.26%
NEM	D	0.69%	0.18%	0.18%
NOW	A	0.4%	0.91%	0.4%
NUE	C	0.9%	0.11%	0.11%
NVDA	C	0.42%	5.47%	0.42%
NXPI	D	0.33%	0.44%	0.33%
PANW	C	0.39%	0.31%	0.31%
PNR	A	0.34%	0.92%	0.34%
PPG	F	0.83%	0.09%	0.09%
PTC	A	0.37%	0.13%	0.13%
PWR	A	0.37%	0.12%	0.12%
QCOM	F	0.32%	0.29%	0.29%
RCL	A	0.67%	0.14%	0.14%
SNPS	B	0.38%	0.29%	0.29%
STX	D	0.33%	0.1%	0.1%
TRMB	B	0.43%	0.25%	0.25%
TSCO	D	0.45%	0.25%	0.25%
TSLA	B	0.7%	1.8%	0.7%
TT	A	0.34%	1.5%	0.34%
TXN	C	0.34%	1.28%	0.34%
VLTO	D	0.29%	0.47%	0.29%
WDC	D	0.34%	0.1%	0.1%
XYL	D	0.28%	0.51%	0.28%

SZNE Overweight 152 Positions Relative to SUSA

Symbol	Grade	Weight
STLD	B	1.11%
ALB	C	1.09%
SW	A	1.08%
IP	B	1.05%
VMC	B	1.02%
PKG	A	1.01%
APD	A	1.0%
CF	B	0.99%
MLM	B	0.98%
CTVA	C	0.9%
FCX	D	0.89%
DD	D	0.87%
SHW	A	0.86%
EMN	D	0.85%
MOS	F	0.84%
AMCR	D	0.82%
AVY	D	0.78%
FMC	D	0.78%
LYB	F	0.77%
DOW	F	0.76%
CCL	B	0.69%
NCLH	B	0.64%
EXPE	B	0.63%
TPR	B	0.61%
PLTR	B	0.6%
LVS	C	0.59%
GRMN	B	0.57%
UAL	A	0.57%
MAR	B	0.57%
GM	B	0.56%
ABNB	C	0.55%
HLT	A	0.55%
WYNN	D	0.55%
RL	B	0.54%
AMZN	C	0.52%
DPZ	C	0.51%
CE	F	0.51%
CMG	B	0.5%
ORLY	B	0.5%
POOL	C	0.49%
MGM	D	0.49%
BWA	D	0.49%
F	C	0.48%
DRI	B	0.48%
MCD	D	0.47%
YUM	B	0.47%
TJX	A	0.47%
SBUX	A	0.47%
EBAY	D	0.46%
CZR	F	0.46%
CRWD	B	0.46%
GEV	B	0.46%
KMX	B	0.46%
AZO	C	0.46%
NVR	D	0.45%
NKE	D	0.44%
FICO	B	0.43%
DAL	C	0.43%
HAS	D	0.43%
ROST	C	0.43%
LEN	D	0.43%
ULTA	F	0.43%
PHM	D	0.43%
GPC	D	0.42%
FTNT	C	0.42%
JBL	B	0.41%
MHK	D	0.41%
DHI	D	0.4%
FFIV	B	0.4%
EPAM	C	0.4%
DELL	C	0.4%
ORCL	B	0.4%
DAY	B	0.39%
SNA	A	0.39%
MSI	B	0.39%
GNRC	B	0.39%
PAYC	B	0.39%
ZBRA	B	0.39%
TDY	B	0.38%
GEN	B	0.38%
GLW	B	0.38%
EMR	A	0.38%
APH	A	0.38%
HWM	A	0.37%
ETN	A	0.36%
NTAP	C	0.36%
PH	A	0.36%
WAB	B	0.35%
AME	A	0.35%
PCAR	B	0.35%
TYL	B	0.35%
FAST	B	0.35%
URI	B	0.34%
ROP	B	0.34%
HON	B	0.34%
ODFL	B	0.34%
HUBB	B	0.34%
IEX	B	0.34%
VRSN	F	0.34%
J	F	0.34%
IR	B	0.34%
CTSH	B	0.34%
CPRT	A	0.33%
LUV	C	0.33%
VRSK	A	0.32%
JNPR	F	0.32%
NSC	B	0.32%
PAYX	C	0.32%
ITW	B	0.32%
ROK	B	0.32%
CTAS	B	0.32%
WM	A	0.32%
OTIS	C	0.32%
ON	D	0.32%
ADI	D	0.32%
LHX	C	0.32%
JBHT	C	0.32%
DOV	A	0.32%
DE	A	0.31%
FTV	C	0.31%
RSG	A	0.31%
CSX	B	0.31%
UPS	C	0.31%
LDOS	C	0.31%
ROL	B	0.3%
ALLE	D	0.3%
NDSN	B	0.3%
RTX	C	0.3%
FDX	B	0.3%
BLDR	D	0.29%
UNP	C	0.29%
TDG	D	0.29%
MCHP	D	0.29%
NOC	D	0.29%
KLAC	D	0.29%
MAS	D	0.29%
UBER	D	0.29%
SWKS	F	0.28%
GD	F	0.28%
LMT	D	0.28%
BA	F	0.28%
TXT	D	0.28%
TER	D	0.27%
AOS	F	0.27%
CDW	F	0.27%
EFX	F	0.25%
SWK	D	0.25%
HII	D	0.22%
QRVO	F	0.21%
MPWR	F	0.21%
ENPH	F	0.2%
SMCI	F	0.19%

SZNE Underweight 104 Positions Relative to SUSA

Symbol	Grade	Weight
GOOGL	C	-2.0%
GOOG	C	-1.91%
KO	D	-1.62%
OKE	A	-1.53%
K	A	-1.38%
LLY	F	-1.31%
CRH	A	-1.19%
GILD	C	-1.14%
MS	A	-1.12%
AXP	A	-1.02%
V	A	-0.99%
MA	C	-0.95%
LNG	B	-0.85%
PEP	F	-0.81%
ZTS	D	-0.8%
PRU	A	-0.8%
TRGP	B	-0.78%
GIS	D	-0.74%
EA	A	-0.72%
PGR	A	-0.69%
BK	A	-0.67%
AMGN	D	-0.66%
FERG	B	-0.63%
DIS	B	-0.62%
DHR	F	-0.6%
SPGI	C	-0.59%
EQIX	A	-0.58%
CCI	D	-0.58%
CLX	B	-0.58%
COST	B	-0.57%
MCO	B	-0.54%
ELV	F	-0.52%
MRK	F	-0.51%
WDAY	B	-0.51%
BKR	B	-0.51%
VZ	C	-0.5%
NFLX	A	-0.49%
PG	A	-0.46%
TRV	B	-0.45%
DGX	A	-0.45%
BG	F	-0.45%
IDXX	F	-0.44%
LII	A	-0.44%
WSM	B	-0.42%
CBRE	B	-0.42%
KMB	D	-0.41%
HBAN	A	-0.41%
WAT	B	-0.4%
ES	D	-0.4%
A	D	-0.37%
AMT	D	-0.36%
VRTX	F	-0.35%
EW	C	-0.34%
SLB	C	-0.34%
TWLO	A	-0.31%
WELL	A	-0.29%
MMC	B	-0.29%
PNC	B	-0.29%
VLO	C	-0.28%
STE	F	-0.28%
DVA	B	-0.27%
ED	D	-0.27%
TGT	F	-0.27%
FIS	C	-0.27%
NDAQ	A	-0.26%
WST	C	-0.23%
ACGL	D	-0.23%
HCA	F	-0.23%
ZBH	C	-0.22%
CHD	B	-0.22%
IRM	D	-0.21%
TEAM	A	-0.2%
COO	D	-0.2%
KR	B	-0.2%
HUBS	A	-0.19%
HOLX	D	-0.19%
SYF	B	-0.19%
MELI	D	-0.19%
MRVL	B	-0.19%
LH	C	-0.18%
MOH	F	-0.18%
NTRS	A	-0.18%
CNH	C	-0.17%
FDS	B	-0.16%
ALNY	D	-0.14%
STT	A	-0.13%
KDP	D	-0.13%
MDB	C	-0.13%
MTD	D	-0.12%
MKC	D	-0.12%
TFC	A	-0.11%
SOLV	C	-0.11%
IPG	D	-0.11%
NI	A	-0.11%
FBIN	D	-0.11%
OC	A	-0.11%
DXCM	D	-0.1%
RIVN	F	-0.09%
SNOW	C	-0.09%
REGN	F	-0.08%
BIIB	F	-0.08%
AVTR	F	-0.08%
HUM	C	-0.08%
KHC	F	-0.08%