SZNE - ETF AI Analysis
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Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Solid Top Holdings Performance
Most of the top holdings have delivered strong year-to-date results, which has helped support the fund’s overall returns.
Diversified Across Cyclical Sectors
The fund spreads its investments across consumer cyclical, technology, industrials, and materials, reducing reliance on any single cyclical industry.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost funds.
Small Asset Base
With a relatively low amount of money invested in the fund, investors may face higher trading costs and a greater risk the fund could be closed.
Heavy U.S. and Cyclical Exposure
The portfolio is heavily concentrated in U.S. stocks and economically sensitive sectors, which can make it more vulnerable during market downturns or U.S.-specific slowdowns.
SZNE vs. SPDR S&P 500 ETF (SPY)
AUM13.37M
RegionNorth America
Expense Ratio0.60%
Beta0.77
IssuerPacer
Inception DateJul 23, 2018
Dividend Yield1.22%
Asset ClassEquity
Index TrackedPacer CFRA-Stovall Equal Weight Seasonal Rotation Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume0
30 Day Avg. Volume651
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
44.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering226
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SZNE Summary
SZNE is an exchange-traded fund (ETF) that follows the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index, focusing mainly on large U.S. companies. It spreads money fairly evenly across many stocks and shifts its mix during the year to try to benefit from seasonal patterns in the market. The fund holds well-known names like Dow Inc. and Nucor, and may appeal to investors looking for diversified stock exposure with a rules-based, “seasonal” twist that aims for growth. A key risk is that its strategy can still go up and down with the stock market and may not always benefit from seasonal trends.
How much will it cost me?The Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using a unique seasonal rotation strategy to optimize returns. Active management typically involves higher costs due to the research and adjustments required.
What would affect this ETF?SZNE's focus on U.S. large-cap stocks in Health Care and Consumer Defensive sectors positions it to benefit from stable demand in essential goods and services, especially during economic uncertainty. However, changes in interest rates or unfavorable economic conditions could impact consumer spending and corporate profitability, potentially affecting the ETF's performance. Additionally, regulatory shifts in healthcare or consumer industries may pose risks to its top holdings.
SZNE Top 10 Holdings
SZNE’s story right now is all about old-economy muscle rather than flashy tech. Steel names like Nucor and Steel Dynamics are rising and giving the fund a solid backbone, while construction-linked players such as Vulcan Materials and PPG are also pulling their weight with steady gains. On the flip side, chemicals and materials giants like Dow and LyondellBasell are lagging and acting as a bit of a speed bump. With a heavy tilt toward U.S. industrials and materials, this ETF is clearly betting on a cyclical, made-in-America rebound.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nucor | 1.34% | $179.93K | $55.53B | 94.40% | 74 Outperform | |
| Steel Dynamics | 1.27% | $169.89K | $36.04B | 96.96% | 76 Outperform | |
| Dow Inc | 1.20% | $160.11K | $22.87B | 14.59% | 49 Neutral | |
| Albemarle | 1.18% | $157.62K | $18.91B | 171.00% | 58 Neutral | |
| Vulcan Materials | 1.14% | $152.23K | $39.29B | 16.61% | 77 Outperform | |
| LyondellBasell | 1.14% | $152.00K | $19.39B | 2.06% | 52 Neutral | |
| CRH plc | 1.13% | $151.70K | $74.33B | 23.71% | 76 Outperform | |
| Air Products and Chemicals | 1.11% | $148.13K | $62.40B | 3.63% | 46 Neutral | |
| Linde | 1.08% | $144.25K | $236.92B | 12.39% | 66 Neutral | |
| PPG Industries | 1.06% | $141.16K | $26.36B | 5.87% | 67 Neutral |
SZNE Technical Analysis
Positive
―
Price Trends
38.19
Positive
37.53
Positive
36.10
Positive
Market Momentum
0.04
Positive
60.45
Neutral
<0.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SZNE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.21, equal to the 50-day MA of 38.19, and equal to the 200-day MA of 36.10, indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 60.45 is Neutral, neither overbought nor oversold. The STOCH value of <0.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SZNE.
SZNE Peer Comparison
Comparison Results
Performance Comparison
SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
38.21
4.10
12.02%
BMVP
Invesco Bloomberg Mvp Multi-Factor Etf
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ACEP
ARS Core Equity Portfolio ETF
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―
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FCUS
Pinnacle Focused Opportunities ETF
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EGGQ
NestYield Visionary ETF
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JOYT
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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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