SZNE vs. ESN

Last updated Aug 2, 2026

SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) and ESN (Essential 40 Stock ETF) are both Large Cap Blend Equities funds - SZNE tracks the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index while ESN tracks the Essential 40 Stock Index. Both are passively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. SZNE charges 0.60%/yr vs 0.70%/yr for ESN.

Performance

SZNE vs. ESN - 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 Essential 40 Stock ETF (ESN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SZNE

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

ESN

• 1D: 0.28%
• 1M: -0.26%
• 6M: 12.11%
• YTD: 16.65%
• 1Y: 27.64%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 16.50%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ESN Essential 40 Stock ETF	$2.17M	$1.60M	$1.63M

SZNE vs. ESN - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	9.68%	-3.44%	-4.56%
ESN Essential 40 Stock ETF	16.65%	16.52%	-3.53%

Correlation

The correlation between SZNE and ESN is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.61
Correlation (All Time) Calculated using the full available price history since Oct 21, 2024	0.72

The correlation between SZNE and ESN shifts across timeframes, from 0.61 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.

Return for Risk

SZNE vs. ESN — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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.

ESN

ESN Risk / Return Rank: 93
ESN Sharpe Ratio Rank: 94
ESN Sortino Ratio Rank: 93
ESN Omega Ratio Rank: 92
ESN Calmar Ratio Rank: 91
ESN Martin Ratio Rank: 92

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SZNE vs. ESN - 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 Essential 40 Stock ETF (ESN). 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	ESN	Difference
Sharpe ratio: Return per unit of total volatility	—	2.65	—
Sortino ratio: Return per unit of downside risk	—	3.65	—
Omega ratio: Gain probability vs. loss probability	—	1.46	—
Calmar ratio: Return relative to maximum drawdown	—	4.12	—
Martin ratio: Return relative to average drawdown	—	16.52	—

Drawdowns

Drawdown Indicators

	SZNE	ESN	Difference
Max Drawdown Largest peak-to-trough decline	—	-13.60%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-6.42%	—
Current Drawdown Current decline from peak	—	-0.53%	—
Average Drawdown Average peak-to-trough decline	—	-1.81%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.60%	—

Volatility

Volatility by Period

	SZNE	ESN	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.51%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	9.98%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	13.04%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	13.04%	—

SZNE vs. ESN - Expense Ratio Comparison

SZNE has a 0.60% expense ratio, which is lower than ESN's 0.70% expense ratio.

Dividends

SZNE vs. ESN - Dividend Comparison

SZNE's dividend yield for the trailing twelve months is around 1.23%, more than ESN's 0.78% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ESN Essential 40 Stock ETF	0.78%	0.91%	0.76%	0.00%	0.00%	0.00%	0.00%	0.00%	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 ESN in my portfolio?

SZNE and ESN have a correlation of 0.61, 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 ESN?

On fees, SZNE is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SZNE or ESN?

SZNE is cheaper with a 0.60% expense ratio, compared with 0.70% for ESN.

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

SZNE has the higher dividend yield at 1.23%, compared with 0.78% for ESN.

What is the main difference between SZNE and ESN?

SZNE tracks Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index, while ESN tracks Essential 40 Stock Index. They also come from different issuers: Pacer and KKM. Their fees differ too: 0.60% for SZNE and 0.70% for ESN.