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PEVC - ETF AI Analysis

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PEVC

Pacer PE/VC ETF (PEVC)

Rating:66Neutral
Price Target:
PEVC, the Pacer PE/VC ETF, earns a solid overall rating largely because it holds high-quality, growth-focused companies like Alphabet and Microsoft, which benefit from strong financial performance and major investments in AI and cloud services. These strengths are partly offset by holdings such as Amazon and Netflix, where bearish technical signals and high valuations introduce more uncertainty. The main risk factor is the fund’s heavy tilt toward expensive, tech and AI-driven names, which could be more volatile if growth expectations are not met.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year and in recent months, indicating positive momentum.
Leading Technology Holdings
Several major technology stocks in the top holdings have delivered strong results, helping drive the fund’s returns.
Broad Sector Diversification
The fund is spread across many sectors, which helps reduce the impact if any single industry experiences a downturn.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go to costs instead of staying with investors.
Heavy U.S. Concentration
With most assets in U.S. companies and very little overseas exposure, the ETF is highly sensitive to the U.S. market.
Mixed Performance Among Top Holdings
Some of the largest positions have recently lagged, which could weigh on the fund if this trend continues.

PEVC vs. SPDR S&P 500 ETF (SPY)

PEVC Summary

PEVC is the Pacer PE/VC ETF, which follows the FTSE PE/VC Index to mimic the growth style of private equity and venture capital using large U.S. stocks. It mainly invests in big, well-known companies like Apple and Microsoft, with a strong tilt toward technology and other growth-focused sectors. Someone might consider this ETF to seek higher growth potential and diversify their portfolio while still using a simple, stock-based fund. However, because it leans heavily on tech and other growth companies, its price can rise and fall sharply with market swings.
How much will it cost me?The Pacer PE/VC ETF (PEVC) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than the average expense ratio for ETFs because it is actively managed and focuses on a niche strategy involving private equity and venture capital exposure.
What would affect this ETF?The Pacer PE/VC ETF (PEVC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft, Alphabet, and Nvidia. However, rising interest rates or economic slowdowns could negatively impact the private equity and venture capital-focused strategy, as these conditions often reduce funding availability and investor appetite for riskier assets. Regulatory changes affecting private markets or large-cap U.S. stocks could also pose challenges.

PEVC Top 10 Holdings

PEVC is riding a tech-heavy wave, with U.S. giants like Microsoft and Nvidia doing much of the heavy lifting as their AI and cloud stories keep attracting buyers. Palantir has been a surprise spark plug, rising sharply and adding extra juice to returns. On the flip side, Meta and Netflix have been lagging, acting more like brakes than boosters, while Apple looks steadier but no longer the main engine. Overall, this is a U.S.-centric, Big Tech–tilted fund whose fortunes are closely tied to the market’s mood on growth and AI.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Meta Platforms4.25%$105.68K$1.65T-14.24%
76
Outperform
Alphabet Class A4.05%$100.78K$4.12T40.57%
85
Outperform
Microsoft4.00%$99.47K$3.68T-2.80%
79
Outperform
Apple3.00%$74.46K$4.85T41.95%
79
Outperform
Nvidia2.93%$72.93K$5.26T22.76%
76
Outperform
Broadcom2.57%$63.87K$1.73T0.59%
76
Outperform
Mastercard2.46%$61.06K$498.62B-1.93%
75
Outperform
Amazon2.45%$60.96K$2.77T12.55%
71
Outperform
Palantir Technologies2.14%$53.24K$401.87B-2.45%
74
Outperform
Berkshire Hathaway B2.14%$53.23K$982.67B3.37%
66
Neutral

PEVC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
31.00
Positive
100DMA
30.26
Positive
200DMA
28.98
Positive
Market Momentum
MACD
0.10
Positive
RSI
52.76
Neutral
STOCH
28.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PEVC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.61, equal to the 50-day MA of 31.00, and equal to the 200-day MA of 28.98, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 52.76 is Neutral, neither overbought nor oversold. The STOCH value of 28.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PEVC.

PEVC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.51M0.85%
66
Neutral
$91.22M1.00%
73
Outperform
$88.19M0.80%
67
Neutral
$86.46M0.60%
71
Outperform
$86.27M0.09%
74
Outperform
$84.00M0.93%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PEVC
Pacer PE/VC ETF
31.64
4.16
15.14%
PRMR
PeakShares RMR Prime Equity ETF
FCUS
Pinnacle Focused Opportunities ETF
ALTL
Pacer Lunt Large Cap Alternator ETF
SPXE
ProShares S&P 500 Ex-Energy ETF
EGGQ
NestYield Visionary ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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