SZNE vs. BBUS

Last updated Jul 12, 2026

SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds - SZNE tracks the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index while BBUS tracks the Morningstar US Target Market Exposure Index. Both are passively managed. A 0.78 correlation means they provide meaningful diversification when combined. SZNE charges 0.60%/yr vs 0.02%/yr for BBUS.

Performance

SZNE vs. BBUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SZNE

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBUS

• 1D: 0.41%
• 1M: 2.12%
• 6M: 9.01%
• YTD: 10.93%
• 1Y: 21.91%
• 3Y*: 21.04%
• 5Y*: 12.69%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SZNE vs. BBUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	9.68%	-3.44%	2.05%	6.53%	-12.33%	26.36%	4.03%	17.93%
BBUS JPMorgan BetaBuilders U.S. Equity ETF	10.93%	17.77%	24.89%	27.20%	-19.46%	27.13%	20.69%	16.26%

Correlation

The correlation between SZNE and BBUS is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.53
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.76
Correlation (All Time) Calculated using the full available price history since Mar 13, 2019	0.78

Over the past year, the correlation between SZNE and BBUS has dropped to 0.53 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.

SZNE vs. BBUS - Sectors Allocation Comparison

Sectors	SZNE	BBUS
Financial Services	38.7%	12.0%
Industrials	13.0%	7.7%
Energy	9.3%	3.1%
Technology	5.6%	37.5%
Healthcare	5.1%	9.1%
Utilities	5.0%	2.7%
Consumer Cyclical	3.7%	9.2%
Communication Services	2.9%	9.8%
Real Estate	2.2%	1.7%
Basic Materials	1.6%	1.7%
Consumer Defensive	1.3%	4.5%

Return for Risk

SZNE vs. BBUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SZNE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BBUS

BBUS Risk / Return Rank: 64
BBUS Sharpe Ratio Rank: 65
BBUS Sortino Ratio Rank: 64
BBUS Omega Ratio Rank: 65
BBUS Calmar Ratio Rank: 58
BBUS Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SZNE vs. BBUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SZNE	BBUS	Difference
Sharpe ratio: Return per unit of total volatility	—	1.72	—
Sortino ratio: Return per unit of downside risk	—	2.37	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.34	—
Martin ratio: Return relative to average drawdown	—	10.10	—

Drawdowns

Drawdown Indicators

	SZNE	BBUS	Difference
Max Drawdown Largest peak-to-trough decline	—	-35.35%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.21%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.46%	—
Current Drawdown Current decline from peak	—	-0.45%	—
Average Drawdown Average peak-to-trough decline	—	-5.41%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.13%	—

Volatility

Volatility by Period

	SZNE	BBUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.99%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.55%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.14%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.54%	—

SZNE vs. BBUS - Expense Ratio Comparison

SZNE has a 0.60% expense ratio, which is higher than BBUS's 0.02% expense ratio.

Dividends

SZNE vs. BBUS - Dividend Comparison

SZNE's dividend yield for the trailing twelve months is around 1.23%, more than BBUS's 1.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBUS JPMorgan BetaBuilders U.S. Equity ETF	1.00%	1.07%	1.21%	1.38%	1.57%	1.11%	1.43%	1.37%	0.00%
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	1.23%	1.47%	1.20%	1.21%	1.11%	0.79%	1.37%	0.90%	0.68%

Frequently Asked Questions

Can I hold both SZNE and BBUS in my portfolio?

SZNE and BBUS have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SZNE or BBUS?

On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SZNE or BBUS?

BBUS is cheaper with a 0.02% expense ratio, compared with 0.60% for SZNE.

Which ETF pays a higher dividend yield, SZNE or BBUS?

SZNE has the higher dividend yield at 1.23%, compared with 1.00% for BBUS.

What is the main difference between SZNE and BBUS?

SZNE tracks Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index, while BBUS tracks Morningstar US Target Market Exposure Index. They also come from different issuers: Pacer and JPMorgan. Their fees differ too: 0.60% for SZNE and 0.02% for BBUS.