SZNE vs. WRND ETF Comparison

Comparison of Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) to IQ Global Equity R&D Leaders ETF (WRND)

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

$39.50

Average Daily Volume

3,448

Number of Holdings ^*

223

* may have additional holdings in another (foreign) market

WRND

IQ Global Equity R&D Leaders ETF

WRND Description

IQ Global Equity R&D Leaders ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the IQ Global Equity R&D Leaders Index, by using full replication technique. IQ Global Equity R&D Leaders ETF was formed on December 14, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.08

Average Daily Volume

1,357

Number of Holdings ^*

112

* may have additional holdings in another (foreign) market

Performance

Period	SZNE	WRND
30 Days	2.64%	-1.90%
60 Days	0.15%	-1.83%
90 Days	0.62%	-1.88%
12 Months	17.34%	18.15%

53 Overlapping Holdings

Symbol	Grade	Weight in SZNE	Weight in WRND	Overlap
AAPL	C	0.35%	3.25%	0.35%
ABNB	C	0.55%	0.19%	0.19%
ACN	C	0.36%	0.15%	0.15%
ADBE	C	0.32%	0.39%	0.32%
ADI	D	0.32%	0.15%	0.15%
ADSK	A	0.4%	0.17%	0.17%
AMAT	F	0.31%	0.3%	0.3%
AMD	F	0.31%	0.57%	0.31%
AMZN	C	0.52%	6.24%	0.52%
APTV	D	0.36%	0.1%	0.1%
AVGO	D	0.33%	0.86%	0.33%
BA	F	0.28%	0.36%	0.28%
CAT	B	0.33%	0.24%	0.24%
CDNS	B	0.39%	0.17%	0.17%
CMI	A	0.36%	0.19%	0.19%
CRM	B	0.44%	0.66%	0.44%
CSCO	B	0.4%	0.93%	0.4%
CTVA	C	0.9%	0.14%	0.14%
DE	A	0.31%	0.24%	0.24%
EBAY	D	0.46%	0.16%	0.16%
EXPE	B	0.63%	0.18%	0.18%
F	C	0.48%	0.89%	0.48%
GE	D	0.3%	0.18%	0.18%
GLW	B	0.38%	0.12%	0.12%
GM	B	0.56%	1.2%	0.56%
HON	B	0.34%	0.18%	0.18%
HPE	B	0.42%	0.27%	0.27%
HPQ	B	0.38%	0.19%	0.19%
IBM	C	0.35%	0.71%	0.35%
INTC	D	0.42%	1.97%	0.42%
INTU	C	0.34%	0.3%	0.3%
JNPR	F	0.32%	0.11%	0.11%
KLAC	D	0.29%	0.11%	0.11%
LMT	D	0.28%	0.15%	0.15%
LRCX	F	0.31%	0.18%	0.18%
MCHP	D	0.29%	0.09%	0.09%
MMM	D	0.29%	0.16%	0.16%
MSFT	F	0.33%	2.97%	0.33%
MU	D	0.37%	0.38%	0.37%
NOC	D	0.29%	0.12%	0.12%
NOW	A	0.4%	0.26%	0.26%
NTAP	C	0.36%	0.11%	0.11%
NVDA	C	0.42%	1.34%	0.42%
NXPI	D	0.33%	0.24%	0.24%
ORCL	B	0.4%	1.05%	0.4%
PANW	C	0.39%	0.22%	0.22%
QCOM	F	0.32%	0.9%	0.32%
RTX	C	0.3%	0.3%	0.3%
SNPS	B	0.38%	0.22%	0.22%
TSLA	B	0.7%	0.67%	0.67%
TXN	C	0.34%	0.21%	0.21%
UBER	D	0.29%	0.31%	0.29%
WDC	D	0.34%	0.19%	0.19%

SZNE Overweight 170 Positions Relative to WRND

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%
NUE	C	0.9%
FCX	D	0.89%
DD	D	0.87%
SHW	A	0.86%
EMN	D	0.85%
MOS	F	0.84%
PPG	F	0.83%
ECL	D	0.83%
LIN	D	0.83%
AMCR	D	0.82%
BALL	D	0.79%
AVY	D	0.78%
FMC	D	0.78%
LYB	F	0.77%
DOW	F	0.76%
IFF	D	0.74%
CCL	B	0.69%
NEM	D	0.69%
RCL	A	0.67%
NCLH	B	0.64%
TPR	B	0.61%
PLTR	B	0.6%
BKNG	A	0.6%
LVS	C	0.59%
GRMN	B	0.57%
UAL	A	0.57%
MAR	B	0.57%
HLT	A	0.55%
LULU	C	0.55%
WYNN	D	0.55%
DECK	A	0.54%
RL	B	0.54%
DPZ	C	0.51%
CE	F	0.51%
CMG	B	0.5%
ORLY	B	0.5%
HD	A	0.5%
POOL	C	0.49%
MGM	D	0.49%
BWA	D	0.49%
LOW	D	0.49%
DRI	B	0.48%
AXON	A	0.48%
MCD	D	0.47%
YUM	B	0.47%
TJX	A	0.47%
SBUX	A	0.47%
CZR	F	0.46%
CRWD	B	0.46%
GEV	B	0.46%
KMX	B	0.46%
AZO	C	0.46%
NVR	D	0.45%
TSCO	D	0.45%
NKE	D	0.44%
FICO	B	0.43%
DAL	C	0.43%
TRMB	B	0.43%
HAS	D	0.43%
ROST	C	0.43%
LEN	D	0.43%
GDDY	A	0.43%
LKQ	D	0.43%
ULTA	F	0.43%
PHM	D	0.43%
GPC	D	0.42%
BBY	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%
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%
KEYS	A	0.38%
GEN	B	0.38%
EMR	A	0.38%
APH	A	0.38%
ANET	C	0.37%
PWR	A	0.37%
ANSS	B	0.37%
HWM	A	0.37%
PTC	A	0.37%
ETN	A	0.36%
GWW	B	0.36%
PH	A	0.36%
WAB	B	0.35%
IT	C	0.35%
AME	A	0.35%
PCAR	B	0.35%
TYL	B	0.35%
FAST	B	0.35%
URI	B	0.34%
TT	A	0.34%
ROP	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%
PNR	A	0.34%
JCI	C	0.34%
CTSH	B	0.34%
CHRW	C	0.33%
STX	D	0.33%
CPRT	A	0.33%
LUV	C	0.33%
VRSK	A	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%
LHX	C	0.32%
BR	A	0.32%
ADP	B	0.32%
JBHT	C	0.32%
DOV	A	0.32%
AKAM	D	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%
EXPD	D	0.3%
NDSN	B	0.3%
FDX	B	0.3%
BLDR	D	0.29%
UNP	C	0.29%
TDG	D	0.29%
VLTO	D	0.29%
MAS	D	0.29%
CARR	D	0.29%
FSLR	F	0.28%
SWKS	F	0.28%
GD	F	0.28%
TXT	D	0.28%
XYL	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 59 Positions Relative to WRND

Symbol	Grade	Weight
GOOGL	C	-5.25%
META	D	-4.08%
MRK	F	-1.59%
JNJ	D	-1.48%
BMY	B	-1.17%
NVS	D	-0.96%
BABA	D	-0.95%
PFE	D	-0.94%
LLY	F	-0.85%
VRTX	F	-0.84%
TM	D	-0.74%
ABBV	D	-0.68%
SONY	B	-0.66%
STLA	F	-0.66%
HMC	F	-0.65%
GILD	C	-0.64%
AMGN	D	-0.47%
BIDU	F	-0.39%
SQ	B	-0.39%
NFLX	A	-0.35%
TEAM	A	-0.34%
PYPL	B	-0.34%
ABT	B	-0.3%
EA	A	-0.3%
REGN	F	-0.29%
INCY	C	-0.29%
MDT	D	-0.28%
WDAY	B	-0.28%
MRNA	F	-0.27%
TCOM	B	-0.27%
SHOP	B	-0.24%
MRVL	B	-0.24%
SPOT	B	-0.22%
LI	F	-0.22%
MELI	D	-0.21%
PG	A	-0.21%
BGNE	D	-0.2%
SNOW	C	-0.19%
NIO	F	-0.19%
RIVN	F	-0.17%
BSX	B	-0.17%
BIIB	F	-0.17%
ABBV	D	-0.17%
RBLX	C	-0.16%
SYK	C	-0.15%
ILMN	D	-0.14%
DASH	A	-0.14%
DHR	F	-0.14%
TMO	F	-0.12%
BDX	F	-0.12%
DDOG	A	-0.12%
EW	C	-0.12%
ISRG	A	-0.12%
GEHC	F	-0.12%
LPL	F	-0.11%
PINS	D	-0.11%
UL	D	-0.11%
ALNY	D	-0.1%
LCID	F	-0.07%