PALC vs. HELO ETF Comparison
Comparison of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
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
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
HELO Description
The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$62.66
Average Daily Volume
282,728
Number of Holdings
*
161
* may have additional holdings in another (foreign) market
Performance
| Period | PALC | HELO |
|---|---|---|
| 30 Days | 4.42% | 1.57% |
| 60 Days | 6.04% | 3.39% |
| 90 Days | 8.35% | 4.59% |
| 12 Months | 36.24% | 20.91% |
66 Overlapping Holdings
| Symbol | Grade | Weight in PALC | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.38% | 1.14% | 0.38% | |
| ABT | B | 0.45% | 0.19% | 0.19% | |
| AME | A | 0.79% | 0.06% | 0.06% | |
| AMP | A | 0.62% | 0.2% | 0.2% | |
| AON | A | 1.03% | 0.44% | 0.44% | |
| AZO | C | 0.55% | 0.65% | 0.55% | |
| BAC | A | 1.98% | 1.26% | 1.26% | |
| BIIB | F | 0.15% | 0.12% | 0.12% | |
| BKNG | A | 1.25% | 0.75% | 0.75% | |
| BRK.A | B | 0.69% | 1.53% | 0.69% | |
| C | A | 1.01% | 0.3% | 0.3% | |
| CHD | B | 0.48% | 0.3% | 0.3% | |
| CHTR | C | 0.29% | 0.25% | 0.25% | |
| CME | A | 0.51% | 0.59% | 0.51% | |
| CMS | C | 0.55% | 0.1% | 0.1% | |
| COST | B | 0.48% | 0.53% | 0.48% | |
| CSX | B | 0.48% | 0.41% | 0.41% | |
| DOW | F | 0.35% | 0.35% | 0.35% | |
| EL | F | 0.1% | 0.05% | 0.05% | |
| EQT | B | 0.13% | 0.06% | 0.06% | |
| FICO | B | 0.57% | 0.12% | 0.12% | |
| GS | A | 1.96% | 0.75% | 0.75% | |
| HCA | F | 0.69% | 0.11% | 0.11% | |
| HLT | A | 1.04% | 0.36% | 0.36% | |
| HON | B | 0.58% | 0.98% | 0.58% | |
| JNJ | D | 0.49% | 0.51% | 0.49% | |
| KO | D | 0.56% | 0.63% | 0.56% | |
| LIN | D | 0.51% | 0.82% | 0.51% | |
| LKQ | D | 0.07% | 0.02% | 0.02% | |
| LOW | D | 1.55% | 0.99% | 0.99% | |
| LYB | F | 0.37% | 0.23% | 0.23% | |
| MA | C | 0.58% | 1.72% | 0.58% | |
| MAS | D | 0.17% | 0.23% | 0.17% | |
| MCD | D | 2.85% | 0.81% | 0.81% | |
| MCK | B | 1.17% | 0.16% | 0.16% | |
| MDLZ | F | 0.43% | 0.72% | 0.43% | |
| MDT | D | 0.44% | 0.46% | 0.44% | |
| MET | A | 0.77% | 0.3% | 0.3% | |
| MMC | B | 0.56% | 0.14% | 0.14% | |
| MO | A | 1.39% | 0.15% | 0.15% | |
| MSI | B | 0.56% | 0.17% | 0.17% | |
| NEE | D | 0.92% | 0.83% | 0.83% | |
| ORCL | B | 2.07% | 0.36% | 0.36% | |
| OTIS | C | 0.87% | 0.5% | 0.5% | |
| PCG | A | 0.24% | 0.5% | 0.24% | |
| PEP | F | 0.45% | 0.83% | 0.45% | |
| PFG | D | 0.49% | 0.13% | 0.13% | |
| PG | A | 0.54% | 0.14% | 0.14% | |
| PM | B | 2.49% | 0.32% | 0.32% | |
| PPG | F | 0.43% | 0.21% | 0.21% | |
| RCL | A | 0.25% | 0.34% | 0.25% | |
| REGN | F | 0.33% | 0.45% | 0.33% | |
| SBAC | D | 0.31% | 0.31% | 0.31% | |
| SO | D | 0.45% | 0.84% | 0.45% | |
| STX | D | 0.13% | 0.41% | 0.13% | |
| TDG | D | 0.76% | 0.52% | 0.52% | |
| TFC | A | 0.34% | 0.56% | 0.34% | |
| TMUS | B | 0.72% | 0.17% | 0.17% | |
| TSLA | B | 3.78% | 1.58% | 1.58% | |
| UNP | C | 0.46% | 0.17% | 0.17% | |
| V | A | 0.65% | 1.49% | 0.65% | |
| VRTX | F | 0.64% | 0.6% | 0.6% | |
| VTR | C | 0.14% | 0.39% | 0.14% | |
| WELL | A | 0.48% | 0.27% | 0.27% | |
| WFC | A | 1.42% | 1.0% | 1.0% | |
| YUM | B | 0.89% | 0.5% | 0.5% |
PALC Overweight 115 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 3.26% | |
| AMGN | D | 1.64% | |
| MS | A | 1.36% | |
| SBUX | A | 1.13% | |
| OKE | A | 1.07% | |
| PFE | D | 0.9% | |
| BK | A | 0.88% | |
| AMT | D | 0.86% | |
| BA | F | 0.7% | |
| ORLY | B | 0.69% | |
| MSCI | C | 0.65% | |
| MAR | B | 0.65% | |
| FI | A | 0.64% | |
| VRSN | F | 0.63% | |
| KMI | A | 0.61% | |
| RSG | A | 0.6% | |
| L | A | 0.6% | |
| WMB | A | 0.59% | |
| WMT | A | 0.59% | |
| FTNT | C | 0.57% | |
| ATO | A | 0.55% | |
| CSCO | B | 0.55% | |
| ITW | B | 0.55% | |
| TJX | A | 0.55% | |
| ETR | B | 0.54% | |
| FE | C | 0.54% | |
| IEX | B | 0.53% | |
| ROP | B | 0.53% | |
| ADP | B | 0.52% | |
| CB | C | 0.51% | |
| PKG | A | 0.51% | |
| HIG | B | 0.5% | |
| ICE | C | 0.5% | |
| PRU | A | 0.5% | |
| COR | B | 0.49% | |
| EA | A | 0.49% | |
| WM | A | 0.49% | |
| PAYX | C | 0.49% | |
| CTAS | B | 0.49% | |
| CL | D | 0.49% | |
| SRE | A | 0.49% | |
| DRI | B | 0.48% | |
| PPL | B | 0.48% | |
| AJG | B | 0.47% | |
| DUK | C | 0.47% | |
| AIG | B | 0.47% | |
| PEG | A | 0.47% | |
| OMC | C | 0.47% | |
| BRO | B | 0.47% | |
| SPGI | C | 0.47% | |
| AVY | D | 0.46% | |
| BR | A | 0.46% | |
| AFL | B | 0.46% | |
| GD | F | 0.46% | |
| WEC | A | 0.45% | |
| AVB | B | 0.45% | |
| LNT | A | 0.45% | |
| LH | C | 0.45% | |
| EVRG | A | 0.44% | |
| STZ | D | 0.44% | |
| ECL | D | 0.44% | |
| DGX | A | 0.44% | |
| LMT | D | 0.44% | |
| KDP | D | 0.42% | |
| ED | D | 0.42% | |
| KMB | D | 0.42% | |
| APD | A | 0.42% | |
| SYY | B | 0.41% | |
| HOLX | D | 0.41% | |
| CBOE | B | 0.4% | |
| NEM | D | 0.39% | |
| GIS | D | 0.39% | |
| CPRT | A | 0.34% | |
| SPG | B | 0.34% | |
| CCI | D | 0.33% | |
| ELV | F | 0.32% | |
| LHX | C | 0.31% | |
| HPQ | B | 0.3% | |
| CAH | B | 0.26% | |
| F | C | 0.26% | |
| TTWO | A | 0.24% | |
| TRGP | B | 0.23% | |
| MTD | D | 0.23% | |
| XYL | D | 0.23% | |
| RMD | C | 0.22% | |
| LYV | A | 0.2% | |
| STT | A | 0.18% | |
| EIX | B | 0.18% | |
| HUBB | B | 0.15% | |
| WAT | B | 0.15% | |
| UAL | A | 0.15% | |
| DPZ | C | 0.14% | |
| PTC | A | 0.13% | |
| TRMB | B | 0.13% | |
| AES | F | 0.12% | |
| ES | D | 0.12% | |
| CCL | B | 0.12% | |
| NDSN | B | 0.11% | |
| KEY | B | 0.11% | |
| NTRS | A | 0.11% | |
| WYNN | D | 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% | |
| KMX | B | 0.07% | |
| LW | C | 0.07% | |
| HSIC | B | 0.06% | |
| NCLH | B | 0.06% | |
| TECH | D | 0.06% | |
| CZR | F | 0.05% | |
| CTLT | B | 0.05% | |
| FMC | D | 0.04% |
PALC Underweight 95 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.8% | |
| MSFT | F | -7.13% | |
| AAPL | C | -6.83% | |
| AMZN | C | -4.5% | |
| META | D | -2.9% | |
| GOOGL | C | -2.09% | |
| UNH | C | -1.62% | |
| GOOG | C | -1.46% | |
| XOM | B | -1.43% | |
| CRM | B | -1.15% | |
| LLY | F | -1.07% | |
| AVGO | D | -1.02% | |
| TT | A | -0.96% | |
| NOW | A | -0.94% | |
| TMO | F | -0.89% | |
| TXN | C | -0.87% | |
| COP | C | -0.81% | |
| SYK | C | -0.76% | |
| PGR | A | -0.75% | |
| NXPI | D | -0.72% | |
| ADI | D | -0.72% | |
| CMCSA | B | -0.71% | |
| BMY | B | -0.68% | |
| DE | A | -0.68% | |
| HWM | A | -0.62% | |
| UBER | D | -0.58% | |
| MU | D | -0.57% | |
| UPS | C | -0.54% | |
| BSX | B | -0.52% | |
| FIS | C | -0.52% | |
| INTU | C | -0.51% | |
| CMG | B | -0.51% | |
| PLD | D | -0.5% | |
| CTSH | B | -0.49% | |
| FITB | A | -0.48% | |
| CPAY | A | -0.47% | |
| EOG | A | -0.47% | |
| CARR | D | -0.46% | |
| AMD | F | -0.45% | |
| DHR | F | -0.44% | |
| ROST | C | -0.44% | |
| SCHW | B | -0.42% | |
| LDOS | C | -0.39% | |
| DLR | B | -0.39% | |
| ETN | A | -0.38% | |
| LRCX | F | -0.37% | |
| TRV | B | -0.34% | |
| CI | F | -0.34% | |
| FDX | B | -0.33% | |
| USB | A | -0.33% | |
| MNST | C | -0.32% | |
| FANG | D | -0.31% | |
| DIS | B | -0.31% | |
| EXPE | B | -0.29% | |
| TXT | D | -0.29% | |
| KVUE | A | -0.26% | |
| BKR | B | -0.24% | |
| BURL | A | -0.24% | |
| MRK | F | -0.24% | |
| IR | B | -0.23% | |
| DAL | C | -0.23% | |
| ACN | C | -0.21% | |
| AXP | A | -0.21% | |
| BBY | D | -0.2% | |
| KKR | A | -0.2% | |
| ELS | C | -0.19% | |
| CVX | A | -0.18% | |
| HPE | B | -0.18% | |
| PCAR | B | -0.18% | |
| ADBE | C | -0.18% | |
| WDC | D | -0.18% | |
| T | A | -0.18% | |
| NOC | D | -0.17% | |
| CDNS | B | -0.17% | |
| MLM | B | -0.16% | |
| HUM | C | -0.16% | |
| ANET | C | -0.15% | |
| LEN | D | -0.14% | |
| TGT | F | -0.14% | |
| SQ | B | -0.14% | |
| URI | B | -0.13% | |
| LULU | C | -0.13% | |
| NUE | C | -0.11% | |
| DASH | A | -0.11% | |
| VST | B | -0.1% | |
| APTV | D | -0.1% | |
| WMG | C | -0.1% | |
| NBIX | C | -0.08% | |
| EQIX | A | -0.07% | |
| SIRI | C | -0.07% | |
| BAX | D | -0.06% | |
| MRVL | B | -0.06% | |
| NRG | B | -0.04% | |
| BMRN | D | -0.03% | |
| SRPT | D | -0.03% |
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
HELO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Biotechnology
Household & Personal Products
Medical Devices
Oil & Gas E&P
Specialty Industrial Machinery
Utilities - Regulated Electric
Aerospace & Defense
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Credit Services
Discount Stores
Diversified Industrials
Health Care Plans
Information Technology Services
Internet Content & Information
Restaurants
Compare ETFs
