SZNE vs. WDNA ETF Comparison

Comparison of Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) to WisdomTree BioRevolution Fund (WDNA)
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
WDNA

WisdomTree BioRevolution Fund

WDNA Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree BioRevolution Index (?index?). The fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the index whose risk, return and other characteristics resemble the risk, return and other characteristics of the Index as a whole. The index is designed to provide exposure to equity securities of exchange listed companies globally that will be significantly transformed by advancements in genetics and biotechnology. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$16.31

Average Daily Volume

1,053

Number of Holdings *

73

* may have additional holdings in another (foreign) market
Performance
Period SZNE WDNA
30 Days -0.11% -3.51%
60 Days 2.13% 0.35%
90 Days 7.55% 4.39%
12 Months 21.85% 11.99%
19 Overlapping Holdings
Symbol Grade Weight in SZNE Weight in WDNA Overlap
A B 0.86% 1.21% 0.86%
ADM D 1.24% 0.84% 0.84%
AMGN D 0.79% 1.39% 0.79%
BIIB F 0.82% 0.77% 0.77%
BMY B 0.86% 1.02% 0.86%
CTLT B 0.85% 1.42% 0.85%
DHR B 0.83% 1.48% 0.83%
GILD A 0.84% 1.13% 0.84%
JNJ C 0.82% 1.14% 0.82%
LLY D 0.85% 2.47% 0.85%
MRK F 0.84% 1.13% 0.84%
MRNA F 0.76% 0.46% 0.46%
PFE D 0.83% 0.87% 0.83%
REGN D 0.75% 1.43% 0.75%
TECH B 0.85% 1.02% 0.85%
TMO C 0.83% 1.25% 0.83%
TSN D 1.21% 1.16% 1.16%
VRTX D 0.81% 1.52% 0.81%
ZTS B 0.84% 1.27% 0.84%
SZNE Overweight 76 Positions Relative to WDNA
Symbol Grade Weight
EL D 1.39%
TGT C 1.32%
MNST D 1.31%
WMT A 1.3%
KR B 1.3%
GIS B 1.29%
SYY B 1.29%
CAG B 1.29%
TAP D 1.28%
MKC B 1.28%
K B 1.28%
KDP C 1.28%
STZ B 1.28%
KO B 1.28%
DLTR F 1.27%
LW D 1.27%
COST C 1.27%
CHD B 1.27%
PG C 1.27%
SJM B 1.26%
CLX B 1.26%
CL D 1.26%
KVUE C 1.26%
KMB B 1.26%
MDLZ C 1.26%
PM B 1.25%
KHC B 1.25%
DG F 1.25%
BG D 1.25%
MO B 1.24%
CPB D 1.24%
HRL F 1.24%
PEP D 1.23%
HSY D 1.22%
WBA F 1.12%
GEHC B 0.9%
UHS D 0.88%
WAT B 0.88%
HCA A 0.87%
PODD C 0.86%
DVA B 0.85%
BSX A 0.85%
MTD B 0.85%
WST D 0.85%
CVS D 0.85%
ISRG C 0.84%
HSIC C 0.84%
TFX B 0.84%
MDT A 0.84%
INCY B 0.84%
ALGN D 0.84%
IDXX D 0.84%
BDX B 0.84%
ZBH F 0.84%
CNC F 0.83%
ABBV A 0.83%
HOLX D 0.83%
SOLV D 0.83%
DGX C 0.83%
ABT C 0.82%
SYK C 0.82%
IQV F 0.82%
CRL F 0.82%
MOH D 0.81%
CI C 0.81%
UNH B 0.81%
CAH B 0.81%
DXCM F 0.81%
BAX D 0.81%
STE D 0.81%
RMD C 0.81%
HUM F 0.81%
VTRS D 0.81%
EW F 0.8%
ELV F 0.79%
MCK F 0.77%
SZNE Underweight 54 Positions Relative to WDNA
Symbol Grade Weight
TWST D -3.6%
NTRA B -2.74%
GERN D -2.47%
AGIO D -2.46%
BPMC F -2.17%
VCEL F -1.86%
VCYT C -1.78%
IOVA F -1.75%
UTHR B -1.64%
ALNY B -1.59%
RARE C -1.59%
SRPT F -1.51%
BBIO F -1.5%
FATE F -1.47%
DD B -1.42%
NVS D -1.41%
MYGN D -1.41%
FOLD F -1.25%
EXAS C -1.22%
IONS F -1.2%
AZN D -1.17%
DOW B -1.16%
QGEN D -1.13%
BNTX B -1.12%
CTVA B -1.1%
STOK D -1.1%
CRSP F -1.1%
BEAM F -1.09%
NEO F -1.08%
DAR F -1.05%
ILMN C -1.02%
RGEN F -1.01%
GMAB F -0.97%
ARCT D -0.97%
BIO B -0.86%
ORGN C -0.81%
BMRN F -0.78%
ARWR F -0.75%
FMC B -0.73%
SDGR F -0.7%
BYND D -0.69%
RGNX F -0.69%
NTLA F -0.64%
ALLO F -0.62%
EDIT F -0.6%
GPRE F -0.56%
CRBU F -0.49%
TXG F -0.49%
SANA F -0.45%
VERV F -0.43%
CVAC F -0.37%
ABSI F -0.27%
PGEN F -0.22%
PACB F -0.18%
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