SUPP vs. SHPP ETF Comparison

Comparison of Engine No. 1 ETF Trust Engine No. 1 Transform Supply Chain ETF (SUPP) to Pacer Industrials and Logistics ETF (SHPP)

SUPP

Engine No. 1 ETF Trust Engine No. 1 Transform Supply Chain ETF

SUPP Description

The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity, ADR securities, and non-U.S. developed and emerging market-listed securities, which over time may vary as market and investment opportunities change. The fund may also enter into currency-related spot transactions when it transacts in equities denominated in foreign currencies or invest in certain derivative instruments, such as currency futures or forwards that will help the adviser manage risk associated with foreign currency exposure, if any, or futures contracts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$65.51

Average Daily Volume

1,354

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

SHPP

Pacer Industrials and Logistics ETF

SHPP Description

The fund employs a "passive management" (or indexing) investment approach designed to track the total return performance, before fees and expenses, of the index. The index consists of globally-listed stocks and depositary receipts of industrials and logistics companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.67

Average Daily Volume

179

Number of Holdings ^*

7

* may have additional holdings in another (foreign) market

Performance

Period	SUPP	SHPP
30 Days	1.67%	-1.62%
60 Days	5.93%	1.58%
90 Days	-0.70%	-4.19%
12 Months	26.18%	5.03%

1 Overlapping Holdings

	Symbol	Grade	Weight in SUPP	Weight in SHPP	Overlap
	NSC	D	5.59%	3.34%	3.34%

SUPP Overweight 9 Positions Relative to SHPP

	Symbol	Grade	Weight
	MLM	D	8.07%
	WCN	A	7.23%
	WSC	C	6.63%
	WM	C	6.48%
	TDG	B	6.34%
	TSM	B	5.21%
	NVDA	B	4.97%
	LRCX	B	4.73%
	FERG	D	4.21%

SUPP Underweight 6 Positions Relative to SHPP

	Symbol	Grade	Weight
	UNP	D	-9.54%
	ABBV	B	-7.15%
	UPS	D	-7.06%
	CNI	D	-5.64%
	CSX	D	-4.34%
	FDX	C	-4.1%

SUPP: Top Represented Industries & Keywords

Industries: Semiconductors Waste Management Aerospace & Defense Building Materials Industrial Distribution Railroads Rental & Leasing Services Semiconductor Equipment & Materials

Keywords: S&P 500 Waste Management Chemical Chemical Product Collection Services Disposal Services Integrated Circuits Landfill Municipal Solid Waste Nasdaq 100 Plastic Recycling Semiconductor Device Fabrication Semiconductor Devices Sustainability And Environmental Management Transfer Station Waste Waste Services Actuator Aerospace Components

SHPP: Top Represented Industries & Keywords

Industries: Railroads Integrated Shipping & Logistics Drug Manufacturers - Major

Keywords: S&P 500 Freight Transport Automotive Products Plastic Cargo Cement Chemical Chemical Product Construction Products Customs Brokerage Express Mail Forest Products Freight Forwarder Industrial Chemical Less Than Truckload Shipping Logistics Services Package Delivery Rail Network Rail Transport Rail Transportation