SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
The Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index ETF tracks an equal-weighted index of large-cap stocks following a seasonal rotation strategy.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
12.1 M
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Fund sponsor | Pacer Financial |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | Jul 23, 2018 |
| Assets (mns) | $12 |
| Expense ratio | 60 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Quarterly |
| Taxation | 1099 |
| Stock selection | Fixed |
| Weighting | Equal |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| ALBEMARLE CORP | 1.7 % |
| STEEL DYNAMICS INC | 1.2 % |
| DUPONT DE NEMOURS INC | 1.2 % |
| NEWMONT MINING CORP | 1.1 % |
| NUCOR CORP | 1.1 % |
| INTL FLAVORS & FRAGRANCES | 1.1 % |
| AVERY DENNISON CORP | 1.0 % |
| AMCOR PLC | 1.0 % |
| ECOLAB INC | 1.0 % |
| MARTIN MARIETTA MATERIALS | 1.0 % |
Constituent Breakdown
| Number of holdings | 223 |
| Herfindahl-Hirschman Index | 56 |
| Wgt avg mkt cap (mns) | $88,999 |
| Large cap (>$10bn) | 86.6% |
| Mid cap ($2-10bn) | 11.7% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Country Exposure
 |
UNITED STATES | 92.3 % |
 |
IRELAND | 3.7 % |
 |
BRITAIN | 3.1 % |
Historical Performance
Standardized Performance (as of 11/30/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -5.6% | -11.8% | 1.0% | -2.1% | 2.4% | -- | -- | 4.5% |
| Dividend Yield | 0.4% | 0.4% | 0.8% | 1.0% | 1.0% | -- | -- | 1.1% |
| Total Returns | -5.2% | -11.5% | 1.9% | -1.1% | 3.4% | -- | -- | 5.6% | Ann. Volatility | 21.3% | 20.9% | 17.1% | 16.4% | 17.1% | -- | -- | 20.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.90 | 71% |
| MSCI EAFE | 0.96 | 58% |
| MSCI Emg Mkts | 0.76 | 41% |
Liquidity Measures
| Avg. volume (000) | 2 |
| ADV traded (mns) | $0 |
| Turnover | 0.6% |
| Avg. Bid/Ask (% of price) | 0.22% |
Technical Indicators
| 30d moving avg. (EMA) | $34.02 |
| Relative strength (RSI) | 53 |
| MACD/Signal | -0.11/-0.23 |
| Bollinger Bands (Upper/Lower) | $34.88/$32.75 |
| Short interest (% of AUM) | 0.0% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SZNE |
Expenses vs. SZNE |
ALTAR Score™ vs. SZNE |
|---|---|---|---|---|
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 44.9% | -51 bp | +6.2% |
| RSP | Invesco S&P 500 Equal Weight ETF | 43.4% | -40 bp | +6.7% |
| SSPY | Syntax Stratified LargeCap ETF | 41.3% | -30 bp | +6.7% |
| SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 41.1% | +5 bp | +6.4% |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 39.7% | -25 bp | +6.0% |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 39.6% | -20 bp | +6.0% |
| XOEF | iShares S&P 500 ex S&P 100 ETF | 38.2% | -40 bp | +5.6% |
| EUSA | iShares MSCI USA Equal Weighted ETF | 37.0% | -51 bp | +6.2% |
| SIZE | iShares MSCI USA Size Factor ETF | 36.8% | -45 bp | +6.1% |
| TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 36.4% | -8 bp | +5.7% |
Risk and Returns: SZNE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2024 | 2025 | 2026 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 12/1/2025
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.
ALTAR Score™
SZNE
7.6%
Cat. Avg
5.6%
ALTAR Score™ Calculation
Category Overview
There are 1011 funds in the US Equity category, with an average ALTAR Score™
of 5.6% and a standard deviation of
2.3%. SZNE's ALTAR Score™ is approximately
0.9 standard deviations
above
the category average. This places SZNE in the 81st percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
SZNESELL
U/W
HOLD
O/W
BUY