SZNE vs. INFO ETF Comparison

Comparison of Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

SZNE

Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF

SZNE Description

The investment seeks to track the total return performance, before fees and expenses, of the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) 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 its underlying index. The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 Equal Weight Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$38.91

Average Daily Volume

3,448

Number of Holdings ^*

223

* may have additional holdings in another (foreign) market

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	SZNE	INFO
30 Days	2.64%	1.88%
60 Days	0.15%
90 Days	0.62%
12 Months	17.34%

42 Overlapping Holdings

Symbol	Grade	Weight in SZNE	Weight in INFO	Overlap
AAPL	C	0.34%	6.96%	0.34%
AMAT	F	0.33%	0.93%	0.33%
AMD	F	0.32%	0.19%	0.19%
AMZN	C	0.52%	4.08%	0.52%
ANET	C	0.38%	0.82%	0.38%
AVGO	D	0.36%	1.22%	0.36%
AVY	D	0.79%	0.46%	0.46%
CRM	B	0.45%	1.54%	0.45%
CTVA	C	0.86%	0.76%	0.76%
DD	D	0.86%	0.42%	0.42%
DHI	D	0.39%	0.22%	0.22%
EBAY	D	0.45%	0.25%	0.25%
ECL	D	0.84%	0.57%	0.57%
FTV	C	0.3%	0.64%	0.3%
GDDY	A	0.42%	0.43%	0.42%
GE	D	0.31%	1.1%	0.31%
GM	B	0.58%	1.02%	0.58%
HD	A	0.5%	0.08%	0.08%
HLT	A	0.54%	0.05%	0.05%
INTU	C	0.36%	0.81%	0.36%
LDOS	C	0.38%	0.78%	0.38%
LMT	D	0.29%	0.94%	0.29%
LRCX	F	0.33%	0.87%	0.33%
MAS	D	0.29%	0.72%	0.29%
MSFT	F	0.33%	6.1%	0.33%
MSI	B	0.39%	0.95%	0.39%
MU	D	0.38%	0.23%	0.23%
NOC	D	0.31%	0.1%	0.1%
NOW	A	0.4%	1.2%	0.4%
NTAP	C	0.35%	0.68%	0.35%
NVDA	C	0.42%	7.25%	0.42%
NXPI	D	0.33%	0.17%	0.17%
PH	A	0.36%	0.13%	0.13%
QCOM	F	0.33%	0.89%	0.33%
QRVO	F	0.21%	0.19%	0.19%
ROST	C	0.42%	0.41%	0.41%
TJX	A	0.47%	1.04%	0.47%
TSLA	B	0.66%	1.38%	0.66%
TT	A	0.33%	0.95%	0.33%
UBER	D	0.29%	0.34%	0.29%
VRSK	A	0.32%	0.61%	0.32%
WAB	B	0.35%	0.27%	0.27%

SZNE Overweight 181 Positions Relative to INFO

Symbol	Grade	Weight
STLD	B	1.1%
VMC	B	1.04%
IP	B	1.01%
MLM	B	1.0%
ALB	C	1.0%
SW	A	0.97%
PKG	A	0.97%
APD	A	0.94%
NUE	C	0.92%
CF	B	0.91%
FCX	D	0.87%
SHW	A	0.87%
MOS	F	0.84%
LIN	D	0.83%
EMN	D	0.83%
PPG	F	0.82%
AMCR	D	0.79%
BALL	D	0.78%
LYB	F	0.77%
DOW	F	0.77%
FMC	D	0.75%
IFF	D	0.74%
CCL	B	0.67%
NCLH	B	0.67%
NEM	D	0.66%
RCL	A	0.66%
EXPE	B	0.63%
BKNG	A	0.59%
MAR	B	0.58%
GRMN	B	0.58%
PLTR	B	0.57%
LVS	C	0.57%
TPR	B	0.56%
LULU	C	0.56%
RL	B	0.55%
CE	F	0.53%
UAL	A	0.53%
ABNB	C	0.53%
DECK	A	0.53%
DPZ	C	0.51%
WYNN	D	0.51%
BWA	D	0.51%
ORLY	B	0.51%
LOW	D	0.5%
CMG	B	0.5%
F	C	0.49%
DRI	B	0.49%
AZO	C	0.48%
YUM	B	0.47%
SBUX	A	0.47%
MGM	D	0.47%
ULTA	F	0.47%
POOL	C	0.47%
MCD	D	0.47%
CZR	F	0.47%
KMX	B	0.46%
TSCO	D	0.46%
AXON	A	0.46%
CRWD	B	0.45%
FTNT	C	0.45%
NVR	D	0.45%
NKE	D	0.45%
LKQ	D	0.44%
FICO	B	0.43%
HPE	B	0.43%
BBY	D	0.43%
GEV	B	0.43%
PHM	D	0.43%
HAS	D	0.43%
TRMB	B	0.43%
LEN	D	0.42%
GPC	D	0.42%
JBL	B	0.42%
DAL	C	0.42%
MHK	D	0.42%
GNRC	B	0.41%
ZBRA	B	0.41%
EPAM	C	0.41%
INTC	D	0.41%
DAY	B	0.4%
CSCO	B	0.4%
DELL	C	0.4%
PAYC	B	0.4%
TDY	B	0.39%
GEN	B	0.39%
PANW	C	0.39%
ADSK	A	0.39%
ORCL	B	0.39%
FFIV	B	0.39%
HPQ	B	0.38%
CDNS	B	0.38%
PTC	A	0.38%
APH	A	0.38%
APTV	D	0.38%
SNPS	B	0.38%
GLW	B	0.38%
SNA	A	0.38%
PCAR	B	0.37%
ANSS	B	0.37%
J	F	0.37%
EMR	A	0.37%
FAST	B	0.36%
TYL	B	0.36%
CTSH	B	0.36%
PWR	A	0.36%
ETN	A	0.36%
TXN	C	0.36%
GWW	B	0.36%
KEYS	A	0.36%
IT	C	0.36%
AME	A	0.35%
CMI	A	0.35%
JCI	C	0.35%
URI	B	0.35%
ODFL	B	0.35%
ACN	C	0.35%
HWM	A	0.35%
JNPR	F	0.34%
JBHT	C	0.34%
HUBB	B	0.34%
PNR	A	0.34%
LHX	C	0.34%
VRSN	F	0.34%
CPRT	A	0.34%
CAT	B	0.34%
IEX	B	0.34%
ROP	B	0.34%
IR	B	0.34%
HON	B	0.34%
DOV	A	0.33%
ADP	B	0.33%
PAYX	C	0.33%
ADI	D	0.33%
ON	D	0.33%
STX	D	0.33%
WDC	D	0.33%
LUV	C	0.33%
ADBE	C	0.33%
IBM	C	0.33%
OTIS	C	0.32%
BR	A	0.32%
ITW	B	0.32%
CSX	B	0.32%
NSC	B	0.32%
CHRW	C	0.32%
CTAS	B	0.32%
WM	A	0.32%
GD	F	0.31%
RSG	A	0.31%
KLAC	D	0.31%
AKAM	D	0.31%
RTX	C	0.31%
ROK	B	0.31%
TXT	D	0.3%
TDG	D	0.3%
FDX	B	0.3%
ALLE	D	0.3%
ROL	B	0.3%
UPS	C	0.3%
NDSN	B	0.3%
SWKS	F	0.29%
BLDR	D	0.29%
UNP	C	0.29%
MCHP	D	0.29%
MMM	D	0.29%
CDW	F	0.29%
CARR	D	0.29%
EXPD	D	0.29%
DE	A	0.29%
BA	F	0.28%
TER	D	0.28%
VLTO	D	0.28%
XYL	D	0.28%
FSLR	F	0.27%
AOS	F	0.27%
SWK	D	0.26%
EFX	F	0.26%
HII	D	0.24%
MPWR	F	0.24%
ENPH	F	0.18%
SMCI	F	0.16%

SZNE Underweight 74 Positions Relative to INFO

Symbol	Grade	Weight
GOOGL	C	-3.86%
META	D	-3.01%
JPM	A	-1.87%
MA	C	-1.61%
WMT	A	-1.22%
XOM	B	-1.16%
V	A	-1.13%
NFLX	A	-1.13%
MRK	F	-1.12%
WFC	A	-1.12%
SYF	B	-1.01%
BRK.A	B	-0.99%
BKR	B	-0.97%
JNJ	D	-0.94%
MCK	B	-0.94%
LLY	F	-0.91%
COST	B	-0.89%
CI	F	-0.88%
SPG	B	-0.86%
CMCSA	B	-0.86%
ETR	B	-0.85%
ALL	A	-0.83%
MSCI	C	-0.82%
MMC	B	-0.81%
HIG	B	-0.79%
EXC	C	-0.76%
EQR	B	-0.76%
PEP	F	-0.76%
NRG	B	-0.74%
CBOE	B	-0.73%
A	D	-0.73%
HOLX	D	-0.73%
SPGI	C	-0.69%
EQIX	A	-0.69%
TGT	F	-0.68%
BMY	B	-0.64%
MDLZ	F	-0.62%
MPC	D	-0.61%
AXP	A	-0.56%
INVH	D	-0.56%
CL	D	-0.55%
KR	B	-0.52%
MTD	D	-0.48%
BK	A	-0.48%
PYPL	B	-0.43%
WDAY	B	-0.42%
CNC	D	-0.41%
DASH	A	-0.4%
SSNC	B	-0.37%
MELI	D	-0.36%
NEE	D	-0.36%
INGR	B	-0.35%
FTI	A	-0.35%
VEEV	C	-0.35%
PG	A	-0.35%
RPM	A	-0.34%
UNH	C	-0.34%
ALNY	D	-0.3%
ILMN	D	-0.3%
ATR	B	-0.3%
CBSH	A	-0.25%
UNM	A	-0.25%
SNOW	C	-0.22%
AXS	A	-0.2%
MKC	D	-0.2%
NOV	C	-0.19%
DTE	C	-0.18%
EOG	A	-0.16%
DUK	C	-0.13%
MTG	C	-0.13%
THC	D	-0.09%
AMT	D	-0.08%
EQH	B	-0.07%
TOL	B	-0.06%