ALTL vs. JEPI ETF Comparison

Comparison of Pacer Lunt Large Cap Alternator ETF (ALTL) to JPMorgan Equity Premium Income ETF (JEPI)

ALTL

Pacer Lunt Large Cap Alternator ETF

ALTL Description

A strategy-driven large cap exchange traded fund (ETF) that seeks to track the investment returns of an index that alternates exposure between low volatility and high beta stocks in the S&P 500 Index.

Grade (RS Rating)

Last Trade

$38.05

Average Daily Volume

29,649

Number of Holdings ^*

* may have additional holdings in another (foreign) market

JEPI

JPMorgan Equity Premium Income ETF

JEPI Description

The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Grade (RS Rating)

Last Trade

$59.41

Average Daily Volume

2,952,549

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	ALTL	JEPI
30 Days	1.36%	2.60%
60 Days	5.87%	4.90%
90 Days	10.10%	5.53%
12 Months	10.68%	12.80%

41 Overlapping Holdings

Symbol	Grade	Weight in ALTL	Weight in JEPI	Overlap
ABBV	B	0.89%	1.5%	0.89%
ABT	C	0.9%	0.61%	0.61%
AJG	D	0.92%	0.09%	0.09%
AME	C	1.0%	0.15%	0.15%
AMP	B	1.06%	0.51%	0.51%
BRK.A	C	1.39%	0.69%	0.69%
CB	B	1.07%	0.38%	0.38%
CHD	C	0.95%	0.63%	0.63%
CME	B	1.04%	1.07%	1.04%
CMS	B	0.95%	0.61%	0.61%
COST	C	0.99%	1.1%	0.99%
CSX	C	0.92%	0.8%	0.8%
DOW	C	0.87%	0.4%	0.4%
ELV	D	0.85%	0.44%	0.44%
ETR	A	0.98%	0.12%	0.12%
HON	C	1.08%	1.3%	1.08%
JNJ	C	1.07%	0.25%	0.25%
KO	B	1.32%	1.26%	1.26%
LIN	B	1.12%	1.09%	1.09%
LYB	D	0.88%	0.25%	0.25%
MA	B	1.13%	1.51%	1.13%
MCD	B	1.1%	0.4%	0.4%
MDLZ	C	1.01%	1.33%	1.01%
MDT	B	0.95%	0.47%	0.47%
MET	B	1.04%	0.32%	0.32%
MO	C	0.9%	0.15%	0.15%
MSI	B	1.05%	0.29%	0.29%
OTIS	B	1.0%	0.97%	0.97%
PEG	B	0.99%	1.0%	0.99%
PEP	D	0.96%	1.27%	0.96%
PG	C	1.16%	1.29%	1.16%
PM	C	1.04%	0.28%	0.28%
PPG	C	0.92%	0.27%	0.27%
REGN	D	0.91%	1.24%	0.91%
SO	B	0.96%	1.55%	0.96%
TJX	C	1.13%	0.24%	0.24%
UNP	D	1.0%	0.22%	0.22%
V	C	1.18%	1.31%	1.18%
WELL	C	0.96%	0.16%	0.16%
WMT	B	1.17%	0.63%	0.63%
YUM	B	1.0%	1.22%	1.0%

ALTL Overweight 56 Positions Relative to JEPI

Symbol	Grade	Weight
TMUS	B	1.28%
RSG	D	1.21%
L	D	1.18%
MMC	C	1.17%
CL	C	1.16%
ITW	B	1.1%
BK	B	1.09%
ATO	B	1.07%
ROP	C	1.06%
ICE	C	1.05%
KMI	C	1.05%
CSCO	B	1.04%
AVY	C	1.04%
HIG	B	1.03%
OKE	C	1.02%
DUK	B	1.01%
PRU	C	1.0%
SPGI	C	1.0%
IEX	C	1.0%
DRI	C	1.0%
PPL	A	0.99%
GD	C	0.99%
PFG	B	0.99%
LMT	A	0.99%
WMB	C	0.99%
KDP	B	0.98%
JPM	D	0.98%
ADP	C	0.98%
PKG	B	0.97%
CTAS	C	0.97%
KMB	C	0.95%
WM	D	0.95%
AFL	A	0.95%
VRSN	C	0.95%
ECL	B	0.94%
AVB	C	0.94%
SRE	B	0.94%
OMC	B	0.94%
STZ	C	0.94%
LNT	A	0.94%
AIG	D	0.94%
HLT	B	0.94%
ED	B	0.94%
FE	B	0.93%
PAYX	C	0.92%
GIS	B	0.92%
BRO	C	0.92%
WEC	B	0.91%
EVRG	B	0.89%
BR	C	0.88%
HOLX	D	0.88%
DGX	B	0.88%
EA	D	0.87%
SYY	C	0.87%
CBOE	C	0.85%
MCK	F	0.71%

ALTL Underweight 75 Positions Relative to JEPI

Symbol	Grade	Weight
TT	B	-1.74%
META	B	-1.69%
PGR	C	-1.67%
AMZN	C	-1.55%
MSFT	C	-1.48%
NVDA	C	-1.46%
LOW	B	-1.45%
NOW	C	-1.45%
INTU	D	-1.35%
NXPI	D	-1.34%
UNH	C	-1.3%
TMO	B	-1.3%
ADI	C	-1.29%
GOOGL	D	-1.29%
CMCSA	C	-1.26%
SYK	C	-1.23%
VRTX	D	-1.2%
TXN	B	-1.18%
TRV	C	-1.13%
ETN	C	-1.09%
NEE	B	-1.07%
XOM	D	-1.01%
LLY	D	-1.0%
ROST	C	-0.98%
MNST	D	-0.95%
ACN	C	-0.94%
CMG	D	-0.89%
EQIX	B	-0.89%
AZO	B	-0.88%
UPS	D	-0.86%
CTSH	B	-0.84%
CRM	C	-0.81%
COP	F	-0.81%
EOG	D	-0.8%
BMY	C	-0.79%
SBAC	C	-0.77%
CPAY	B	-0.69%
AAPL	C	-0.67%
BKNG	B	-0.65%
DE	A	-0.64%
EMR	D	-0.63%
MRK	F	-0.59%
RTX	B	-0.58%
PLD	C	-0.58%
AXP	B	-0.52%
BSX	B	-0.47%
ASML	F	-0.45%
TXT	D	-0.44%
DHR	B	-0.43%
CDNS	D	-0.42%
STX	B	-0.41%
CARR	B	-0.39%
PCG	C	-0.39%
JKHY	B	-0.38%
URI	B	-0.37%
IR	B	-0.35%
USB	C	-0.34%
MU	D	-0.34%
FDX	D	-0.34%
AMT	C	-0.3%
LDOS	A	-0.28%
MRVL	D	-0.25%
BURL	C	-0.24%
KEYS	B	-0.22%
KVUE	B	-0.22%
DOV	B	-0.2%
HWM	B	-0.2%
GWW	B	-0.2%
D	C	-0.18%
AON	B	-0.16%
TDG	B	-0.16%
NOC	B	-0.14%
DTE	A	-0.11%
SNPS	F	-0.08%
ELS	D	-0.03%