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
$ 13.4 M
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Jul 23, 2018 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NUCOR CORP | 1.3 % |
| STEEL DYNAMICS INC | 1.3 % |
| CRH PLC | 1.2 % |
| DOW, INC. | 1.1 % |
| ALBEMARLE CORP | 1.1 % |
| VULCAN MATERIALS CO | 1.1 % |
| AIR PRODUCTS & CHEMICALS INC | 1.1 % |
| LINDE PLC | 1.1 % |
| PPG INDUSTRIES INC | 1.1 % |
| SHERWIN-WILLIAMS CO/THE | 1.1 % |
Constituent Breakdown
| Number of holdings | 226 |
| Herfindahl-Hirschman Index | 58 |
| Wgt avg mkt cap (mns) | $117,998 |
| Large cap (>$10bn) | 93.3% |
| Mid cap ($2-10bn) | 3.9% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 90.7 % |
 |
IRELAND | 5.0 % |
 |
BRITAIN | 3.4 % |
 |
SWITZERLAND | 0.5 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.1% | 2.6% | -5.0% | -1.3% | 0.1% | -- | -- | 4.7% |
| Dividend Yield | 0.1% | 1.5% | 1.2% | 1.2% | 1.2% | -- | -- | 1.3% |
| Total Returns | 2.3% | 4.0% | -3.8% | -0.1% | 1.3% | -- | -- | 6.0% | Ann. Volatility | 18.3% | 20.8% | 17.4% | 15.9% | 17.0% | -- | -- | 20.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.92 | 71% |
| MSCI EAFE | 0.94 | 63% |
| MSCI Emg Mkts | 0.69 | 44% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.22% |
Technical Indicators
| 30d moving avg. (EMA) | $37.18 |
| Relative strength (RSI) | 58 |
| MACD/Signal | 0.55/0.40 |
| Bollinger Bands (Upper/Lower) | $39.40/$34.68 |
| Short interest (% of AUM) | 0.0% |
Distributions
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 |
|---|---|---|---|---|
| RSP | Invesco S&P 500 Equal Weight ETF | 42.6% | -40 bp | +1.1% |
| SIZE | iShares MSCI USA Size Factor ETF | 40.6% | -45 bp | +0.9% |
| SSPY | Syntax Stratified LargeCap ETF | 39.3% | -30 bp | +1.4% |
| EUSA | iShares MSCI USA Equal Weighted ETF | 39.0% | -51 bp | +0.9% |
| XOEF | iShares S&P 500 ex S&P 100 ETF | 38.4% | -40 bp | +0.1% |
| TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 37.8% | -2 bp | +0.3% |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 37.7% | -51 bp | +0.6% |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 37.3% | -25 bp | +0.7% |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 37.2% | -20 bp | +0.6% |
| TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 35.5% | -8 bp | +0.2% |
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 (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| 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 | 2025 | 2026 | 2027 | |
| 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 5/1/2026
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
5.3%
ALTAR SCORE™
47th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,202 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.0%. SZNE's ALTAR Score™ is approximately -0.1 standard
deviations above the category average. This places SZNE in the 47th percentile
among funds in the category.
Sell-Side Consensus
$43.08
PRICE TARGET
+12.5%
UPSIDE