SROI vs. ALTL ETF Comparison
Comparison of Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) to Pacer Lunt Large Cap Alternator ETF (ALTL)
SROI
Calamos Antetokounmpo Global Sustainable Equities ETF
SROI Description
The fund is an actively managed exchange-traded fund (ETF) that does not seek to replicate the performance of a specified index. The fund will, under normal circumstances, invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of companies in developed markets (including the U.S.) and emerging markets (including frontier market countries) that, in the view of Calamos Advisors LLC, have above average growth potential and meet the environmental, social and governance (ESG) criteria.
Grade (RS Rating)
Last Trade
$29.64
Average Daily Volume
1,590
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
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
$39.40
Average Daily Volume
32,904
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | SROI | ALTL |
|---|---|---|
| 30 Days | -2.81% | 2.22% |
| 60 Days | -2.02% | 3.27% |
| 90 Days | -1.65% | 5.68% |
| 12 Months | 17.25% | 19.87% |
12 Overlapping Holdings
| Symbol | Grade | Weight in SROI | Weight in ALTL | Overlap | |
|---|---|---|---|---|---|
| BK | A | 0.89% | 0.98% | 0.89% | |
| CL | D | 0.81% | 1.23% | 0.81% | |
| ECL | D | 1.12% | 0.91% | 0.91% | |
| ICE | C | 0.75% | 1.06% | 0.75% | |
| JKHY | D | 0.71% | 0.89% | 0.71% | |
| LIN | D | 0.87% | 1.07% | 0.87% | |
| OTIS | C | 0.76% | 0.94% | 0.76% | |
| SPGI | C | 0.83% | 1.01% | 0.83% | |
| SRE | A | 0.71% | 1.01% | 0.71% | |
| TJX | A | 1.46% | 1.03% | 1.03% | |
| V | A | 1.57% | 1.09% | 1.09% | |
| WM | A | 0.97% | 0.96% | 0.96% |
SROI Overweight 36 Positions Relative to ALTL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 4.63% | |
| GOOGL | C | 4.17% | |
| AAPL | C | 3.76% | |
| TSM | B | 3.03% | |
| NVDA | C | 3.01% | |
| COST | B | 1.4% | |
| HDB | C | 1.31% | |
| UNH | C | 1.12% | |
| AMAT | F | 1.08% | |
| PWR | A | 1.07% | |
| HD | A | 1.02% | |
| TMO | F | 0.98% | |
| TRV | B | 0.97% | |
| TGT | F | 0.96% | |
| BALL | D | 0.95% | |
| TXN | C | 0.91% | |
| MRK | F | 0.84% | |
| AVGO | D | 0.83% | |
| VZ | C | 0.8% | |
| NVT | B | 0.79% | |
| DAR | C | 0.77% | |
| TT | A | 0.76% | |
| GILD | C | 0.73% | |
| INTU | C | 0.7% | |
| AMT | D | 0.69% | |
| ACN | C | 0.69% | |
| DE | A | 0.69% | |
| ZTS | D | 0.62% | |
| ADBE | C | 0.61% | |
| PLD | D | 0.56% | |
| MELI | D | 0.55% | |
| TSCO | D | 0.55% | |
| ITUB | F | 0.5% | |
| VRSK | A | 0.49% | |
| EW | C | 0.4% | |
| ROK | B | 0.38% |
SROI Underweight 88 Positions Relative to ALTL
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | -1.37% | |
| BRK.A | B | -1.31% | |
| PG | A | -1.22% | |
| RSG | A | -1.22% | |
| ATO | A | -1.21% | |
| MMC | B | -1.17% | |
| TMUS | B | -1.17% | |
| L | A | -1.14% | |
| MA | C | -1.12% | |
| JNJ | D | -1.11% | |
| ADP | B | -1.1% | |
| HON | B | -1.1% | |
| ITW | B | -1.09% | |
| PPL | B | -1.09% | |
| CHD | B | -1.07% | |
| YUM | B | -1.07% | |
| FI | A | -1.07% | |
| MSI | B | -1.07% | |
| DUK | C | -1.07% | |
| KMI | A | -1.06% | |
| LNT | A | -1.05% | |
| NI | A | -1.04% | |
| PEP | F | -1.04% | |
| CME | A | -1.04% | |
| LMT | D | -1.04% | |
| FE | C | -1.04% | |
| EA | A | -1.03% | |
| CMS | C | -1.03% | |
| GD | F | -1.03% | |
| PEG | A | -1.03% | |
| BSX | B | -1.02% | |
| EVRG | A | -1.02% | |
| CB | C | -1.01% | |
| SO | D | -1.0% | |
| ED | D | -1.0% | |
| MDLZ | F | -0.99% | |
| WMB | A | -0.98% | |
| OKE | A | -0.98% | |
| KMB | D | -0.98% | |
| COR | B | -0.98% | |
| SYK | C | -0.97% | |
| WEC | A | -0.97% | |
| ROP | B | -0.97% | |
| ABT | B | -0.97% | |
| BR | A | -0.97% | |
| MCD | D | -0.96% | |
| KDP | D | -0.96% | |
| WTW | B | -0.95% | |
| PM | B | -0.95% | |
| EIX | B | -0.95% | |
| HOLX | D | -0.95% | |
| RTX | C | -0.94% | |
| CTAS | B | -0.94% | |
| AJG | B | -0.94% | |
| WELL | A | -0.94% | |
| HLT | A | -0.94% | |
| STZ | D | -0.94% | |
| NDAQ | A | -0.93% | |
| CVX | A | -0.93% | |
| MO | A | -0.93% | |
| PPG | F | -0.93% | |
| VRSN | F | -0.93% | |
| REG | B | -0.92% | |
| WMT | A | -0.92% | |
| VICI | C | -0.92% | |
| MDT | D | -0.92% | |
| BRO | B | -0.92% | |
| AVY | D | -0.92% | |
| PCG | A | -0.92% | |
| AMP | A | -0.92% | |
| O | D | -0.92% | |
| ORLY | B | -0.91% | |
| UNP | C | -0.91% | |
| AVB | B | -0.91% | |
| LHX | C | -0.9% | |
| LYB | F | -0.9% | |
| PNW | B | -0.9% | |
| DTE | C | -0.9% | |
| HIG | B | -0.9% | |
| AEP | D | -0.9% | |
| FRT | B | -0.89% | |
| SYY | B | -0.89% | |
| PKG | A | -0.88% | |
| GIS | D | -0.88% | |
| PAYX | C | -0.87% | |
| NOC | D | -0.87% | |
| CSX | B | -0.85% | |
| LDOS | C | -0.72% |
SROI: Top Represented Industries & Keywords
Industries:
Semiconductors
Business Services
Discount Stores
Drug Manufacturers - Major
Software - Application
Specialty Chemicals
Specialty Industrial Machinery
Specialty Retail
Telecom Services
Waste Management
Apparel Stores
Asset Management
Banks - Regional - Asia
Banks - Regional - Latin America
Capital Markets
Consumer Electronics
Credit Services
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Specialty & Generic
ALTL: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Aerospace & Defense
Household & Personal Products
Insurance Brokers
Medical Devices
Specialty Chemicals
Beverages - Soft Drinks
Diversified Industrials
Financial Data & Stock Exchanges
Oil & Gas Midstream
REIT - Retail
Utilities - Diversified
Asset Management
Communication Equipment
Credit Services
Insurance - Diversified
Insurance - Property & Casualty
Railroads
Restaurants
Compare ETFs
