OPTZ vs. PALC ETF Comparison
Comparison of Optimize Strategy Index ETF (OPTZ) to Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)
OPTZ
Optimize Strategy Index ETF
OPTZ Description
OPTZ seeks to track a broad market index consisting of US-listed equities that meet certain market-cap threshold and liquidity requirements. To be included in the fund, eligible large-cap and small-cap companies are evaluated and ranked within their own sector. Large cap companies are ranked based on the ratio of current EPS over the trailing 10-year average EPS, the current P/E ratio, and the 2-year forward EPS growth estimate. Small-cap companies are ranked solely on their P/S ratio. Within these two groups, the top 20% are selected from each sector. The index weights the sectors using the sum of the market capitalization of all constituents in each sector and within each sector each constituent is equally weighted. Reconstitution and rebalancing are done semi-annually.
Grade (RS Rating)
Last Trade
$31.04
Average Daily Volume
7,221
Number of Holdings
*
321
* may have additional holdings in another (foreign) market
PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC Description
The investment seeks to track the total return performance, before fees and expenses, of the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of collateral held from securities lending) will be invested 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 the fund’s underlying index. The index uses an objective, rules-based methodology to provide exposure to large-capitalization U.S. companies. It is non-diversified.Grade (RS Rating)
Last Trade
$52.39
Average Daily Volume
19,012
Number of Holdings
*
181
* may have additional holdings in another (foreign) market
Performance
| Period | OPTZ | PALC |
|---|---|---|
| 30 Days | 8.47% | 4.42% |
| 60 Days | 9.68% | 6.04% |
| 90 Days | 11.36% | 8.35% |
| 12 Months | 36.24% |
57 Overlapping Holdings
| Symbol | Grade | Weight in OPTZ | Weight in PALC | Overlap | |
|---|---|---|---|---|---|
| AES | F | 0.04% | 0.12% | 0.04% | |
| AMP | A | 0.25% | 0.62% | 0.25% | |
| AMT | D | 0.07% | 0.86% | 0.07% | |
| APD | A | 0.18% | 0.42% | 0.18% | |
| ATO | A | 0.06% | 0.55% | 0.06% | |
| BA | F | 0.11% | 0.7% | 0.11% | |
| BR | A | 0.22% | 0.46% | 0.22% | |
| BRO | B | 0.21% | 0.47% | 0.21% | |
| CAH | B | 0.14% | 0.26% | 0.14% | |
| CB | C | 0.19% | 0.51% | 0.19% | |
| CBOE | B | 0.19% | 0.4% | 0.19% | |
| CHD | B | 0.3% | 0.48% | 0.3% | |
| CL | D | 0.25% | 0.49% | 0.25% | |
| CME | A | 0.2% | 0.51% | 0.2% | |
| COR | B | 0.14% | 0.49% | 0.14% | |
| COST | B | 0.29% | 0.48% | 0.29% | |
| DGX | A | 0.14% | 0.44% | 0.14% | |
| DPZ | C | 0.34% | 0.14% | 0.14% | |
| DUK | C | 0.05% | 0.47% | 0.05% | |
| EA | A | 0.66% | 0.49% | 0.49% | |
| ECL | D | 0.15% | 0.44% | 0.15% | |
| EIX | B | 0.05% | 0.18% | 0.05% | |
| ETR | B | 0.06% | 0.54% | 0.06% | |
| FI | A | 0.25% | 0.64% | 0.25% | |
| GS | A | 0.25% | 1.96% | 0.25% | |
| HIG | B | 0.2% | 0.5% | 0.2% | |
| HON | B | 0.15% | 0.58% | 0.15% | |
| HUBB | B | 0.15% | 0.15% | 0.15% | |
| ICE | C | 0.2% | 0.5% | 0.2% | |
| LIN | D | 0.14% | 0.51% | 0.14% | |
| LOW | D | 0.35% | 1.55% | 0.35% | |
| MAR | B | 0.39% | 0.65% | 0.39% | |
| MCD | D | 0.32% | 2.85% | 0.32% | |
| MSCI | C | 0.21% | 0.65% | 0.21% | |
| MSI | B | 1.18% | 0.56% | 0.56% | |
| NCLH | B | 0.48% | 0.06% | 0.06% | |
| ORLY | B | 0.34% | 0.69% | 0.34% | |
| PEP | F | 0.26% | 0.45% | 0.26% | |
| PRU | A | 0.23% | 0.5% | 0.23% | |
| RCL | A | 0.47% | 0.25% | 0.25% | |
| ROP | B | 1.0% | 0.53% | 0.53% | |
| RSG | A | 0.12% | 0.6% | 0.12% | |
| SBAC | D | 0.08% | 0.31% | 0.08% | |
| SO | D | 0.05% | 0.45% | 0.05% | |
| SPG | B | 0.1% | 0.34% | 0.1% | |
| SPGI | C | 0.2% | 0.47% | 0.2% | |
| STZ | D | 0.27% | 0.44% | 0.27% | |
| TMUS | B | 0.72% | 0.72% | 0.72% | |
| TRGP | B | 0.07% | 0.23% | 0.07% | |
| TSLA | B | 0.49% | 3.78% | 0.49% | |
| V | A | 0.22% | 0.65% | 0.22% | |
| VRSN | F | 1.03% | 0.63% | 0.63% | |
| VRTX | F | 0.13% | 0.64% | 0.13% | |
| WELL | A | 0.1% | 0.48% | 0.1% | |
| WMB | A | 0.07% | 0.59% | 0.07% | |
| WYNN | D | 0.36% | 0.1% | 0.1% | |
| XYL | D | 0.12% | 0.23% | 0.12% |
OPTZ Overweight 264 Positions Relative to PALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 2.03% | |
| NVDA | C | 1.44% | |
| CRWD | B | 1.37% | |
| CRM | B | 1.37% | |
| TTMI | B | 1.36% | |
| INTC | D | 1.31% | |
| DELL | C | 1.29% | |
| GDDY | A | 1.27% | |
| NOW | A | 1.27% | |
| FFIV | B | 1.25% | |
| ANET | C | 1.24% | |
| QLYS | C | 1.22% | |
| CDNS | B | 1.21% | |
| BHE | B | 1.2% | |
| ITRI | B | 1.19% | |
| SNPS | B | 1.16% | |
| WIX | B | 1.15% | |
| INFN | C | 1.11% | |
| AAPL | C | 1.06% | |
| VZIO | A | 1.04% | |
| AMD | F | 1.03% | |
| BAH | F | 1.02% | |
| IBM | C | 1.02% | |
| AMAT | F | 1.0% | |
| FSLR | F | 0.96% | |
| DJT | C | 0.93% | |
| LUMN | C | 0.83% | |
| CRUS | D | 0.8% | |
| IDCC | A | 0.78% | |
| ACLS | F | 0.78% | |
| DIS | B | 0.77% | |
| NFLX | A | 0.73% | |
| RNG | B | 0.72% | |
| ZM | B | 0.71% | |
| META | D | 0.65% | |
| CMCSA | B | 0.64% | |
| T | A | 0.64% | |
| EAT | A | 0.55% | |
| CVNA | B | 0.55% | |
| AMC | C | 0.54% | |
| NPAB | B | 0.52% | |
| WWW | B | 0.48% | |
| COIN | C | 0.42% | |
| HBI | B | 0.42% | |
| WOOF | D | 0.42% | |
| UNFI | A | 0.41% | |
| RL | B | 0.39% | |
| LULU | C | 0.39% | |
| SIG | B | 0.39% | |
| DECK | A | 0.39% | |
| AMZN | C | 0.38% | |
| LVS | C | 0.38% | |
| WHR | B | 0.37% | |
| GRMN | B | 0.37% | |
| ANF | C | 0.36% | |
| SBH | C | 0.36% | |
| BZH | B | 0.35% | |
| PCT | C | 0.34% | |
| FIVE | F | 0.34% | |
| PVH | C | 0.34% | |
| ALV | C | 0.33% | |
| BURL | A | 0.33% | |
| TAP | C | 0.32% | |
| CHDN | B | 0.32% | |
| APO | B | 0.31% | |
| YETI | C | 0.31% | |
| ENR | B | 0.31% | |
| ETSY | D | 0.3% | |
| ULTA | F | 0.3% | |
| ROST | C | 0.29% | |
| DKS | C | 0.29% | |
| GPC | D | 0.29% | |
| LC | A | 0.28% | |
| LEA | D | 0.28% | |
| TGT | F | 0.28% | |
| LNW | D | 0.28% | |
| DOLE | D | 0.27% | |
| SQ | B | 0.27% | |
| MELI | D | 0.27% | |
| WBA | F | 0.27% | |
| ODP | F | 0.27% | |
| AX | A | 0.26% | |
| DAN | D | 0.26% | |
| CVS | D | 0.26% | |
| APTV | D | 0.25% | |
| KKR | A | 0.25% | |
| CAL | D | 0.25% | |
| BG | F | 0.25% | |
| TROW | B | 0.24% | |
| ARES | A | 0.24% | |
| AXP | A | 0.24% | |
| CROX | D | 0.24% | |
| BLK | C | 0.24% | |
| BHF | B | 0.24% | |
| CINF | A | 0.23% | |
| AGO | B | 0.23% | |
| EWTX | C | 0.23% | |
| AIZ | A | 0.23% | |
| CPAY | A | 0.23% | |
| PRG | C | 0.22% | |
| SIGI | C | 0.22% | |
| GPN | B | 0.22% | |
| WTW | B | 0.22% | |
| COOP | B | 0.22% | |
| LBPH | A | 0.22% | |
| TRV | B | 0.22% | |
| NATL | B | 0.21% | |
| GL | B | 0.21% | |
| PGR | A | 0.21% | |
| AXON | A | 0.21% | |
| VRT | B | 0.21% | |
| AER | B | 0.21% | |
| BFH | B | 0.21% | |
| ALL | A | 0.21% | |
| LDI | C | 0.2% | |
| STRL | B | 0.2% | |
| MKTX | D | 0.2% | |
| CRS | A | 0.2% | |
| MCO | B | 0.2% | |
| GATO | D | 0.2% | |
| RNR | C | 0.2% | |
| ZIM | C | 0.2% | |
| NAVI | C | 0.19% | |
| ACGL | D | 0.19% | |
| DAL | C | 0.19% | |
| PMT | D | 0.19% | |
| FIX | A | 0.18% | |
| VMC | B | 0.18% | |
| EME | C | 0.18% | |
| GTLS | B | 0.18% | |
| PAYC | B | 0.18% | |
| XPO | B | 0.18% | |
| LPX | B | 0.18% | |
| EXP | A | 0.18% | |
| SKYW | B | 0.18% | |
| HQY | B | 0.17% | |
| JBLU | F | 0.17% | |
| AVNT | B | 0.17% | |
| MLM | B | 0.17% | |
| HASI | D | 0.17% | |
| PEN | B | 0.16% | |
| EMN | D | 0.16% | |
| SHW | A | 0.16% | |
| DOCU | A | 0.16% | |
| PCTY | B | 0.16% | |
| PWR | A | 0.16% | |
| AIT | A | 0.16% | |
| ACHR | B | 0.16% | |
| INCY | C | 0.16% | |
| VERA | B | 0.16% | |
| GNRC | B | 0.16% | |
| ESTC | C | 0.15% | |
| GFF | A | 0.15% | |
| ISRG | A | 0.15% | |
| TT | A | 0.15% | |
| ETN | A | 0.15% | |
| PCAR | B | 0.15% | |
| PEGA | A | 0.15% | |
| WAB | B | 0.15% | |
| JAZZ | B | 0.15% | |
| PH | A | 0.15% | |
| URI | B | 0.15% | |
| TPC | C | 0.15% | |
| SAIA | B | 0.15% | |
| PODD | C | 0.15% | |
| CLOV | D | 0.15% | |
| PNR | A | 0.15% | |
| PHIN | A | 0.14% | |
| THC | D | 0.14% | |
| STGW | B | 0.14% | |
| ZBH | C | 0.14% | |
| MRC | B | 0.14% | |
| WST | C | 0.14% | |
| LECO | B | 0.14% | |
| UTHR | C | 0.14% | |
| LIVN | F | 0.14% | |
| AKRO | B | 0.14% | |
| REVG | B | 0.14% | |
| DVA | B | 0.14% | |
| SYK | C | 0.14% | |
| CAT | B | 0.14% | |
| UNH | C | 0.13% | |
| WDAY | B | 0.13% | |
| BV | B | 0.13% | |
| VRSK | A | 0.13% | |
| ALGN | D | 0.13% | |
| FDX | B | 0.13% | |
| NBIX | C | 0.13% | |
| SAVA | D | 0.13% | |
| OSK | B | 0.13% | |
| PBI | B | 0.13% | |
| WWD | B | 0.13% | |
| ASH | D | 0.13% | |
| MANH | D | 0.13% | |
| AHCO | F | 0.12% | |
| SHC | F | 0.12% | |
| AOS | F | 0.12% | |
| KRYS | B | 0.12% | |
| MOH | F | 0.12% | |
| RPRX | D | 0.12% | |
| STE | F | 0.12% | |
| ETNB | C | 0.12% | |
| DAWN | F | 0.12% | |
| IQV | D | 0.11% | |
| EFX | F | 0.11% | |
| COGT | D | 0.11% | |
| SRPT | D | 0.11% | |
| BAX | D | 0.11% | |
| DLR | B | 0.11% | |
| SNDX | F | 0.11% | |
| KURA | F | 0.11% | |
| VNO | B | 0.11% | |
| ADBE | C | 0.11% | |
| TMO | F | 0.11% | |
| UHS | D | 0.11% | |
| IDXX | F | 0.11% | |
| DYN | F | 0.11% | |
| UNIT | B | 0.1% | |
| EQIX | A | 0.1% | |
| RHP | B | 0.1% | |
| CGEM | F | 0.1% | |
| LNTH | D | 0.1% | |
| EXPI | C | 0.1% | |
| CBRE | B | 0.1% | |
| OMI | F | 0.1% | |
| HII | D | 0.09% | |
| CPT | B | 0.09% | |
| PEB | D | 0.09% | |
| NEXT | B | 0.09% | |
| ELS | C | 0.09% | |
| PK | B | 0.09% | |
| CE | F | 0.09% | |
| LAMR | D | 0.09% | |
| WY | D | 0.09% | |
| SBRA | C | 0.09% | |
| OGN | D | 0.09% | |
| NMRK | B | 0.09% | |
| REXR | F | 0.08% | |
| NVRI | F | 0.08% | |
| RDFN | D | 0.08% | |
| EGP | F | 0.08% | |
| TDW | F | 0.08% | |
| ICLR | D | 0.08% | |
| PRIM | A | 0.08% | |
| CEG | D | 0.07% | |
| KNTK | B | 0.07% | |
| BKR | B | 0.07% | |
| BKD | D | 0.07% | |
| DTM | B | 0.07% | |
| WKC | D | 0.06% | |
| SLB | C | 0.06% | |
| OII | B | 0.06% | |
| WHD | B | 0.06% | |
| FTI | A | 0.06% | |
| SANA | F | 0.06% | |
| NRG | B | 0.06% | |
| VAL | D | 0.05% | |
| DTE | C | 0.05% | |
| APA | D | 0.05% | |
| WFRD | D | 0.05% | |
| DK | C | 0.05% | |
| SWX | B | 0.05% | |
| NFE | D | 0.04% | |
| HE | C | 0.04% |
OPTZ Underweight 124 Positions Relative to PALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -3.26% | |
| PM | B | -2.49% | |
| ORCL | B | -2.07% | |
| BAC | A | -1.98% | |
| AMGN | D | -1.64% | |
| WFC | A | -1.42% | |
| MO | A | -1.39% | |
| MS | A | -1.36% | |
| BKNG | A | -1.25% | |
| MCK | B | -1.17% | |
| SBUX | A | -1.13% | |
| OKE | A | -1.07% | |
| HLT | A | -1.04% | |
| AON | A | -1.03% | |
| C | A | -1.01% | |
| NEE | D | -0.92% | |
| PFE | D | -0.9% | |
| YUM | B | -0.89% | |
| BK | A | -0.88% | |
| OTIS | C | -0.87% | |
| AME | A | -0.79% | |
| MET | A | -0.77% | |
| TDG | D | -0.76% | |
| HCA | F | -0.69% | |
| BRK.A | B | -0.69% | |
| KMI | A | -0.61% | |
| L | A | -0.6% | |
| WMT | A | -0.59% | |
| MA | C | -0.58% | |
| FTNT | C | -0.57% | |
| FICO | B | -0.57% | |
| KO | D | -0.56% | |
| MMC | B | -0.56% | |
| AZO | C | -0.55% | |
| CSCO | B | -0.55% | |
| CMS | C | -0.55% | |
| ITW | B | -0.55% | |
| TJX | A | -0.55% | |
| FE | C | -0.54% | |
| PG | A | -0.54% | |
| IEX | B | -0.53% | |
| ADP | B | -0.52% | |
| PKG | A | -0.51% | |
| JNJ | D | -0.49% | |
| PFG | D | -0.49% | |
| WM | A | -0.49% | |
| PAYX | C | -0.49% | |
| CTAS | B | -0.49% | |
| SRE | A | -0.49% | |
| CSX | B | -0.48% | |
| DRI | B | -0.48% | |
| PPL | B | -0.48% | |
| AJG | B | -0.47% | |
| AIG | B | -0.47% | |
| PEG | A | -0.47% | |
| OMC | C | -0.47% | |
| AVY | D | -0.46% | |
| AFL | B | -0.46% | |
| UNP | C | -0.46% | |
| GD | F | -0.46% | |
| WEC | A | -0.45% | |
| ABT | B | -0.45% | |
| AVB | B | -0.45% | |
| LNT | A | -0.45% | |
| LH | C | -0.45% | |
| EVRG | A | -0.44% | |
| MDT | D | -0.44% | |
| LMT | D | -0.44% | |
| PPG | F | -0.43% | |
| MDLZ | F | -0.43% | |
| KDP | D | -0.42% | |
| ED | D | -0.42% | |
| KMB | D | -0.42% | |
| SYY | B | -0.41% | |
| HOLX | D | -0.41% | |
| NEM | D | -0.39% | |
| GIS | D | -0.39% | |
| ABBV | D | -0.38% | |
| LYB | F | -0.37% | |
| DOW | F | -0.35% | |
| TFC | A | -0.34% | |
| CPRT | A | -0.34% | |
| CCI | D | -0.33% | |
| REGN | F | -0.33% | |
| ELV | F | -0.32% | |
| LHX | C | -0.31% | |
| HPQ | B | -0.3% | |
| CHTR | C | -0.29% | |
| F | C | -0.26% | |
| TTWO | A | -0.24% | |
| PCG | A | -0.24% | |
| MTD | D | -0.23% | |
| RMD | C | -0.22% | |
| LYV | A | -0.2% | |
| STT | A | -0.18% | |
| MAS | D | -0.17% | |
| BIIB | F | -0.15% | |
| WAT | B | -0.15% | |
| UAL | A | -0.15% | |
| VTR | C | -0.14% | |
| PTC | A | -0.13% | |
| TRMB | B | -0.13% | |
| STX | D | -0.13% | |
| EQT | B | -0.13% | |
| ES | D | -0.12% | |
| CCL | B | -0.12% | |
| NDSN | B | -0.11% | |
| KEY | B | -0.11% | |
| NTRS | A | -0.11% | |
| EL | F | -0.1% | |
| AKAM | D | -0.09% | |
| NI | A | -0.09% | |
| MGM | D | -0.08% | |
| BXP | D | -0.08% | |
| MTCH | D | -0.08% | |
| ALB | C | -0.08% | |
| LKQ | D | -0.07% | |
| KMX | B | -0.07% | |
| LW | C | -0.07% | |
| HSIC | B | -0.06% | |
| TECH | D | -0.06% | |
| CZR | F | -0.05% | |
| CTLT | B | -0.05% | |
| FMC | D | -0.04% |
OPTZ: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Specialty Retail
Business Services
Oil & Gas Equipment & Services
Diagnostics & Research
Diversified Industrials
Medical Devices
Telecom Services
Asset Management
Engineering & Construction
Insurance - Property & Casualty
Aerospace & Defense
Auto Parts
Building Materials
Capital Markets
Credit Services
Utilities - Regulated Electric
Chemicals
Footwear & Accessories
PALC: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Diversified Industrials
Business Services
Drug Manufacturers - Major
Household & Personal Products
Restaurants
Specialty Chemicals
Utilities - Diversified
Aerospace & Defense
Asset Management
Banks - Global
Capital Markets
Diagnostics & Research
Insurance - Life
Insurance Brokers
Medical Distribution
Oil & Gas Midstream
Beverages - Soft Drinks
Biotechnology
Communication Equipment
Compare ETFs
