SZNE - ETF AI Analysis
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Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Strong Materials Holdings
Many of the top materials-related holdings have delivered strong year-to-date results, helping support the fund’s returns.
Equal-Weight Approach
Individual holdings each make up a small share of the portfolio, reducing reliance on any single stock.
Negative Factors
High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can eat into long-term returns.
Small Asset Base
With relatively low assets under management, the fund may be less liquid and more vulnerable to investor flows.
Heavy U.S. and Cyclical Exposure
The portfolio is heavily tilted toward U.S. stocks and economically sensitive sectors like consumer cyclical, technology, industrials, and materials, which can make it more volatile during market downturns.
SZNE vs. SPDR S&P 500 ETF (SPY)
AUM12.47M
RegionNorth America
Expense Ratio0.60%
Beta0.79
IssuerPacer
Inception DateJul 23, 2018
Dividend Yield1.44%
Asset ClassEquity
Index TrackedPacer CFRA-Stovall Equal Weight Seasonal Rotation Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume367
30 Day Avg. Volume661
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
42.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering224
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SZNE Summary
SZNE is an exchange-traded fund that follows the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index, focusing mainly on large U.S. companies. It uses a seasonal strategy, rotating among sectors that research suggests tend to do better at different times of the year, and gives each stock a similar weight so no single company dominates. The fund holds well-known names like Freeport-McMoRan and Newmont. Someone might invest for diversified exposure to large companies with a potential performance boost from this seasonal approach. A key risk is that the strategy can still go up and down with the stock market and its seasonal bets may not always work.
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. Materials names like Freeport-McMoRan and Newmont are doing the heavy lifting, riding firm commodity demand and giving the fund a rising backbone. Ball and Smurfit Westrock add to the momentum with steady-to-strong gains, while Dow is more of a mixed bag, helping but not leading. Albemarle, tied to the choppy EV and lithium theme, is losing a bit of steam and holding back returns. With a U.S.-only, cyclicals-and-materials tilt, this ETF is clearly betting on the industrial side of the economy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cf Industries Holdings | 1.57% | $196.00K | $19.19B | 62.67% | 72 Outperform | |
| LyondellBasell | 1.57% | $195.90K | $23.62B | 2.47% | 52 Neutral | |
| Dow Inc | 1.45% | $181.11K | $26.30B | 1.33% | 49 Neutral | |
| Linde | 1.19% | $148.90K | $226.21B | 6.51% | 66 Neutral | |
| Ball | 1.18% | $147.36K | $15.18B | 12.57% | 59 Neutral | |
| Albemarle | 1.17% | $146.28K | $18.47B | 102.04% | 58 Neutral | |
| Air Products and Chemicals | 1.15% | $143.21K | $62.57B | -3.65% | 46 Neutral | |
| SanDisk Corp | 1.15% | $142.84K | $104.75B | 1215.25% | 55 Neutral | |
| Corteva | 1.14% | $142.48K | $52.01B | 25.29% | 75 Outperform | |
| Freeport-McMoRan | 1.10% | $137.75K | $74.86B | 29.42% | 67 Neutral |
SZNE Technical Analysis
Negative
―
Price Trends
37.09
Negative
35.73
Negative
34.91
Positive
Market Momentum
-0.51
Positive
29.95
Positive
1.08
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SZNE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 36.80, equal to the 50-day MA of 37.09, and equal to the 200-day MA of 34.91, indicating a neutral trend. The MACD of -0.51 indicates Positive momentum. The RSI at 29.95 is Positive, neither overbought nor oversold. The STOCH value of 1.08 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SZNE.
SZNE Peer Comparison
Comparison Results
Performance Comparison
SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
34.92
-0.39
-1.10%
BMVP
Invesco Bloomberg Mvp Multi-Factor Etf
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ACSI
American Customer Satisfaction ETF
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UPSD
Aptus Large Cap Upside ETF
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―
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ALTL
Pacer Lunt Large Cap Alternator ETF
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―
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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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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