AREA vs. PWS ETF Comparison
Comparison of Harbor AlphaEdge Next Generation REITs ETF (AREA) to Pacer WealthShield ETF (PWS)
AREA
Harbor AlphaEdge Next Generation REITs ETF
AREA Description
AREA targetsNext Generation REITs through a proprietary rules-based methodology. Instead of traditional office, multi-family, retail, and industrial REITs, the fund favors non-traditional REITs (e.g., data center, gaming, healthcare & life sciences, hotel & motel, manufactured homes, and self-storage). From an index universe of 3,000 US-listed securities, the fund relies on FactSets RBICS sub-industry classification in filtering Next-Gen REITs. Each qualified company is scored across five factor composites (capital deployment, momentum, quality, risk, and valuation) for a combined stock selection score based on prevailing business cycle regimes. The index provider then selects and weights securities using an optimizer that measures the risk-adjusted returns of the portfolio against a benchmark with similar holdings. The fund holds between 35 and 70 REITs, subject to certain capping limits. The index is reconstituted and rebalanced monthly.
Grade (RS Rating)
Last Trade
$20.14
Average Daily Volume
178
Number of Holdings
*
33
* may have additional holdings in another (foreign) market
PWS
Pacer WealthShield ETF
PWS Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.23
Average Daily Volume
1,845
Number of Holdings
*
217
* may have additional holdings in another (foreign) market
Performance
| Period | AREA | PWS |
|---|---|---|
| 30 Days | -1.86% | 4.72% |
| 60 Days | -4.63% | -1.94% |
| 90 Days | 1.22% | |
| 12 Months | 21.11% |
12 Overlapping Holdings
| Symbol | Grade | Weight in AREA | Weight in PWS | Overlap | |
|---|---|---|---|---|---|
| AMT | D | 6.24% | 1.61% | 1.61% | |
| CCI | D | 0.71% | 0.79% | 0.71% | |
| DOC | D | 2.5% | 0.27% | 0.27% | |
| EXR | D | 6.05% | 0.61% | 0.61% | |
| HST | C | 5.76% | 0.22% | 0.22% | |
| INVH | D | 0.42% | 0.34% | 0.34% | |
| IRM | D | 3.75% | 0.6% | 0.6% | |
| PSA | D | 2.59% | 0.93% | 0.93% | |
| SBAC | D | 6.1% | 0.41% | 0.41% | |
| VICI | C | 3.24% | 0.58% | 0.58% | |
| VTR | C | 1.0% | 0.47% | 0.47% | |
| WY | D | 7.01% | 0.4% | 0.4% |
AREA Overweight 21 Positions Relative to PWS
AREA Underweight 205 Positions Relative to PWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -7.98% | |
| NVDA | C | -4.41% | |
| AAPL | C | -4.19% | |
| MSFT | F | -3.87% | |
| TSLA | B | -3.66% | |
| COST | B | -2.91% | |
| PG | A | -2.76% | |
| WMT | A | -2.61% | |
| NEE | D | -2.48% | |
| PLD | D | -1.91% | |
| KO | D | -1.72% | |
| HD | A | -1.63% | |
| PEP | F | -1.59% | |
| SO | D | -1.56% | |
| EQIX | A | -1.51% | |
| DUK | C | -1.4% | |
| WELL | A | -1.38% | |
| PM | B | -1.37% | |
| CEG | D | -1.15% | |
| AVGO | D | -0.99% | |
| DLR | B | -0.97% | |
| SPG | B | -0.97% | |
| SRE | A | -0.95% | |
| O | D | -0.88% | |
| MCD | D | -0.85% | |
| AEP | D | -0.81% | |
| VST | B | -0.8% | |
| D | C | -0.77% | |
| PCG | A | -0.74% | |
| CBRE | B | -0.72% | |
| PEG | A | -0.71% | |
| MO | A | -0.67% | |
| BKNG | A | -0.67% | |
| XEL | A | -0.63% | |
| LOW | D | -0.62% | |
| MDLZ | F | -0.62% | |
| EXC | C | -0.62% | |
| AVB | B | -0.59% | |
| TJX | A | -0.55% | |
| CSGP | D | -0.55% | |
| ED | D | -0.54% | |
| EIX | B | -0.52% | |
| CL | D | -0.52% | |
| ETR | B | -0.51% | |
| WEC | A | -0.5% | |
| TGT | F | -0.5% | |
| EQR | B | -0.45% | |
| SBUX | A | -0.45% | |
| AWK | D | -0.42% | |
| AEE | A | -0.4% | |
| DTE | C | -0.4% | |
| PPL | B | -0.4% | |
| CRM | B | -0.4% | |
| NKE | D | -0.37% | |
| ORCL | B | -0.37% | |
| ATO | A | -0.37% | |
| ESS | B | -0.35% | |
| ES | D | -0.35% | |
| FE | C | -0.34% | |
| CMS | C | -0.33% | |
| MAA | B | -0.33% | |
| CNP | B | -0.32% | |
| CMG | B | -0.32% | |
| NRG | B | -0.31% | |
| KVUE | A | -0.31% | |
| KMB | D | -0.31% | |
| ARE | D | -0.3% | |
| ADBE | C | -0.29% | |
| CSCO | B | -0.29% | |
| ORLY | B | -0.29% | |
| KIM | A | -0.29% | |
| AMD | F | -0.28% | |
| KR | B | -0.28% | |
| MNST | C | -0.28% | |
| ACN | C | -0.28% | |
| MAR | B | -0.27% | |
| NOW | A | -0.27% | |
| KDP | D | -0.27% | |
| GM | B | -0.26% | |
| NI | A | -0.26% | |
| SYY | B | -0.26% | |
| STZ | D | -0.26% | |
| HLT | A | -0.25% | |
| LNT | A | -0.25% | |
| GIS | D | -0.25% | |
| EVRG | A | -0.24% | |
| IBM | C | -0.24% | |
| UDR | B | -0.24% | |
| INTU | C | -0.24% | |
| TXN | C | -0.23% | |
| CPT | B | -0.23% | |
| ABNB | C | -0.23% | |
| QCOM | F | -0.22% | |
| RCL | A | -0.22% | |
| AZO | C | -0.22% | |
| REG | B | -0.21% | |
| KHC | F | -0.2% | |
| BXP | D | -0.2% | |
| ROST | C | -0.19% | |
| DHI | D | -0.19% | |
| HSY | F | -0.19% | |
| CHD | B | -0.18% | |
| AMAT | F | -0.18% | |
| PNW | B | -0.17% | |
| F | C | -0.17% | |
| ADM | D | -0.17% | |
| AES | F | -0.16% | |
| PANW | C | -0.16% | |
| LEN | D | -0.16% | |
| PLTR | B | -0.15% | |
| LULU | C | -0.15% | |
| FRT | B | -0.15% | |
| YUM | B | -0.15% | |
| K | A | -0.15% | |
| CLX | B | -0.14% | |
| TSN | B | -0.13% | |
| ADI | D | -0.13% | |
| INTC | D | -0.13% | |
| GRMN | B | -0.13% | |
| MKC | D | -0.13% | |
| MU | D | -0.13% | |
| LRCX | F | -0.12% | |
| DG | F | -0.12% | |
| TSCO | D | -0.12% | |
| EBAY | D | -0.12% | |
| ANET | C | -0.12% | |
| APH | A | -0.11% | |
| KLAC | D | -0.11% | |
| DECK | A | -0.11% | |
| CRWD | B | -0.1% | |
| CCL | B | -0.1% | |
| MSI | B | -0.1% | |
| CDNS | B | -0.1% | |
| EL | F | -0.1% | |
| SNPS | B | -0.1% | |
| PHM | D | -0.1% | |
| BG | F | -0.09% | |
| EXPE | B | -0.09% | |
| NVR | D | -0.09% | |
| DLTR | F | -0.09% | |
| CAG | D | -0.09% | |
| FTNT | C | -0.08% | |
| TAP | C | -0.08% | |
| DRI | B | -0.08% | |
| LW | C | -0.08% | |
| SJM | D | -0.08% | |
| ADSK | A | -0.08% | |
| GPC | D | -0.07% | |
| NXPI | D | -0.07% | |
| LVS | C | -0.07% | |
| FICO | B | -0.07% | |
| BBY | D | -0.07% | |
| ULTA | F | -0.07% | |
| ROP | B | -0.07% | |
| APTV | D | -0.06% | |
| CPB | D | -0.06% | |
| DPZ | C | -0.06% | |
| HRL | D | -0.06% | |
| WBA | F | -0.05% | |
| TPR | B | -0.05% | |
| DELL | C | -0.05% | |
| NCLH | B | -0.05% | |
| KMX | B | -0.05% | |
| CTSH | B | -0.05% | |
| IT | C | -0.05% | |
| POOL | C | -0.05% | |
| ON | D | -0.04% | |
| MPWR | F | -0.04% | |
| ANSS | B | -0.04% | |
| LKQ | D | -0.04% | |
| MCHP | D | -0.04% | |
| HPQ | B | -0.04% | |
| GLW | B | -0.04% | |
| ZBRA | B | -0.03% | |
| TDY | B | -0.03% | |
| PTC | A | -0.03% | |
| MHK | D | -0.03% | |
| NTAP | C | -0.03% | |
| CDW | F | -0.03% | |
| TYL | B | -0.03% | |
| BWA | D | -0.03% | |
| WYNN | D | -0.03% | |
| GDDY | A | -0.03% | |
| HAS | D | -0.03% | |
| RL | B | -0.03% | |
| CZR | F | -0.03% | |
| KEYS | A | -0.03% | |
| HPE | B | -0.03% | |
| MGM | D | -0.03% | |
| JNPR | F | -0.02% | |
| SWKS | F | -0.02% | |
| AKAM | D | -0.02% | |
| FFIV | B | -0.02% | |
| EPAM | C | -0.02% | |
| JBL | B | -0.02% | |
| VRSN | F | -0.02% | |
| GEN | B | -0.02% | |
| TER | D | -0.02% | |
| TRMB | B | -0.02% | |
| FSLR | F | -0.02% | |
| STX | D | -0.02% | |
| WDC | D | -0.02% | |
| QRVO | F | -0.01% | |
| ENPH | F | -0.01% | |
| SMCI | F | -0.01% |
AREA: Top Represented Industries & Keywords
Industries:
REIT - Healthcare Facilities
REIT - Hotel & Motel
REIT - Diversified
REIT - Industrial
Lumber & Wood Production
REIT - Residential
Telecom Services
Business Services
REIT - Retail
Keywords:
Real Estate Investment Trust
S&P 500
Assisted Living
Hotel
Real Estate Market
Sba Communications
Self Storage
Tourism
Advertising
Advertising Space
Billboard
Cellulose
Cellulose Fiber
Communications Sites
Distributed Antenna System
Extra Space Storage
Golf Courses
Healthcare Facilities
Healthcare Properties
Healthcare Real Estate
PWS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Software - Application
Semiconductors
Packaged Foods
Specialty Retail
Household & Personal Products
REIT - Residential
Utilities - Diversified
Information Technology Services
Leisure
Restaurants
Software - Infrastructure
Discount Stores
REIT - Retail
Semiconductor Equipment & Materials
Beverages - Soft Drinks
Communication Equipment
Residential Construction
Resorts & Casinos
Scientific & Technical Instruments
Keywords:
S&P 500
Nasdaq 100
Computing
Electricity
Real Estate Investment Trust
Natural Gas
Electronics
Semiconductor
Dow Jones Component
Integrated Circuits
Department Store
Work From Home
Cloud Computing
Drink
Food Products
Mobile Devices
Real Estate Market
Telecommunications
Grocery Store
Operating System
Compare ETFs
