SZNE vs. BIBL

Last updated Jul 12, 2026

SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) and BIBL (Inspire 100 ETF) are both exchange-traded funds - SZNE is a Large Cap Blend Equities fund tracking the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index, while BIBL is a Large Cap Growth Equities fund tracking the Inspire 100 Index. Both are passively managed. Their correlation of 0.80 suggests significant overlap in exposure. SZNE charges 0.60%/yr vs 0.35%/yr for BIBL.

Performance

SZNE vs. BIBL - 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 Inspire 100 ETF (BIBL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SZNE

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

BIBL

• 1D: 0.17%
• 1M: 0.83%
• 6M: 21.00%
• YTD: 25.56%
• 1Y: 36.43%
• 3Y*: 20.36%
• 5Y*: 9.97%
• 10Y*: —

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

SZNE vs. BIBL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	9.68%	-3.44%	2.05%	6.53%	-12.33%	26.36%	4.03%	35.75%	-7.01%
BIBL Inspire 100 ETF	25.56%	17.27%	12.49%	17.87%	-23.26%	27.44%	22.62%	29.68%	-10.90%

Correlation

The correlation between SZNE and BIBL is 0.64, 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	0.64
Correlation (3Y) Calculated over the trailing 3-year period	0.72
Correlation (5Y) Calculated over the trailing 5-year period	0.79
Correlation (All Time) Calculated using the full available price history since Jul 24, 2018	0.80

The correlation between SZNE and BIBL shifts across timeframes, from 0.64 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.

SZNE vs. BIBL - Sectors Allocation Comparison

Sectors	SZNE	BIBL
Financial Services	38.7%	9.2%
Industrials	13.0%	26.7%
Energy	9.3%	7.9%
Technology	5.6%	30.8%
Healthcare	5.1%	4.2%
Utilities	5.0%	3.3%
Consumer Cyclical	3.7%	0.4%
Communication Services	2.9%	-
Real Estate	2.2%	11.3%
Basic Materials	1.6%	5.3%
Consumer Defensive	1.3%	0.2%

Return for Risk

SZNE vs. BIBL — 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.

BIBL

BIBL Risk / Return Rank: 84
BIBL Sharpe Ratio Rank: 83
BIBL Sortino Ratio Rank: 79
BIBL Omega Ratio Rank: 77
BIBL Calmar Ratio Rank: 87
BIBL Martin Ratio Rank: 90

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. BIBL - 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 Inspire 100 ETF (BIBL). 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	BIBL	Difference
Sharpe ratio: Return per unit of total volatility	—	2.11	—
Sortino ratio: Return per unit of downside risk	—	2.82	—
Omega ratio: Gain probability vs. loss probability	—	1.36	—
Calmar ratio: Return relative to maximum drawdown	—	4.02	—
Martin ratio: Return relative to average drawdown	—	16.53	—

Drawdowns

Drawdown Indicators

	SZNE	BIBL	Difference
Max Drawdown Largest peak-to-trough decline	—	-36.12%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.94%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-30.85%	—
Current Drawdown Current decline from peak	—	-2.70%	—
Average Drawdown Average peak-to-trough decline	—	-6.98%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.17%	—

Volatility

Volatility by Period

	SZNE	BIBL	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.05%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.86%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.13%	—

SZNE vs. BIBL - Expense Ratio Comparison

SZNE has a 0.60% expense ratio, which is higher than BIBL's 0.35% expense ratio.

Dividends

SZNE vs. BIBL - Dividend Comparison

SZNE's dividend yield for the trailing twelve months is around 1.23%, more than BIBL's 0.91% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BIBL Inspire 100 ETF	0.91%	1.01%	0.92%	1.02%	0.98%	17.87%	1.67%	1.30%	1.49%	0.31%
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%	0.00%

Frequently Asked Questions

Can I hold both SZNE and BIBL in my portfolio?

SZNE and BIBL have a correlation of 0.64, 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 BIBL?

On fees, BIBL is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SZNE or BIBL?

BIBL is cheaper with a 0.35% expense ratio, compared with 0.60% for SZNE.

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

SZNE has the higher dividend yield at 1.23%, compared with 0.91% for BIBL.

What is the main difference between SZNE and BIBL?

SZNE is categorized as Large Cap Blend Equities, while BIBL is Large Cap Growth Equities. SZNE tracks Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index, while BIBL tracks Inspire 100 Index. They also come from different issuers: Pacer and Inspire. Their fees differ too: 0.60% for SZNE and 0.35% for BIBL.