SZNE vs. TDVG

Last updated Aug 2, 2026

SZNE (Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF) and TDVG (T. Rowe Price Dividend Growth ETF) are both Large Cap Blend Equities funds. SZNE is passively managed, while TDVG is actively managed. Their correlation of 0.83 means they have usually moved in the same direction. SZNE charges 0.60%/yr vs 0.50%/yr for TDVG.

Performance

SZNE vs. TDVG - 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 T. Rowe Price Dividend Growth ETF (TDVG). 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*: —

TDVG

• 1D: -0.24%
• 1M: 0.47%
• 6M: 9.09%
• YTD: 10.93%
• 1Y: 19.23%
• 3Y*: 14.55%
• 5Y*: 10.00%
• 10Y*: —
• ALL TIME*: 13.28%

*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)
TDVG T. Rowe Price Dividend Growth ETF	$2.11M	$3.07M	$2.63M

SZNE vs. TDVG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	9.68%	-3.44%	2.05%	6.53%	-12.33%	26.36%	14.94%
TDVG T. Rowe Price Dividend Growth ETF	10.93%	14.80%	13.45%	13.95%	-10.15%	26.20%	12.97%

Correlation

The correlation between SZNE and TDVG is 0.65, 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.	0.65
Correlation (3Y) Balances recent behavior with more history.	0.77
Correlation (5Y) Shows whether the relationship held over a longer period.	0.83
Correlation (All Time) Calculated using the full available price history since Aug 5, 2020	0.83

The correlation between SZNE and TDVG shifts across timeframes, from 0.65 (1 year) to 0.83 (5 years), reflecting how their relationship changes across market environments.

SZNE vs. TDVG - Sectors Allocation Comparison

Sectors	SZNE	TDVG
Technology	19.4%	27.4%
Financial Services	8.1%	19.3%
Industrials	7.8%	14.4%
Healthcare	5.1%	12.8%
Consumer Cyclical	5.1%	6.7%
Energy	3.8%	4.5%
Communication Services	3.7%	0.8%
Real Estate	2.8%	1.5%
Consumer Defensive	2.6%	6.6%
Basic Materials	1.8%	2.8%
Utilities	1.0%	3.2%

Return for Risk

SZNE vs. TDVG — 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.

TDVG

TDVG Risk / Return Rank: 80
TDVG Sharpe Ratio Rank: 82
TDVG Sortino Ratio Rank: 83
TDVG Omega Ratio Rank: 80
TDVG Calmar Ratio Rank: 73
TDVG Martin Ratio Rank: 81

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. TDVG - 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 T. Rowe Price Dividend Growth ETF (TDVG). 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	TDVG	Difference
Sharpe ratio: Return per unit of total volatility	—	1.87	—
Sortino ratio: Return per unit of downside risk	—	2.69	—
Omega ratio: Gain probability vs. loss probability	—	1.34	—
Calmar ratio: Return relative to maximum drawdown	—	2.51	—
Martin ratio: Return relative to average drawdown	—	10.48	—

Drawdowns

Drawdown Indicators

	SZNE	TDVG	Difference
Max Drawdown Largest peak-to-trough decline	—	-19.20%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.24%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.02%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.20%	—
Current Drawdown Current decline from peak	—	-0.92%	—
Average Drawdown Average peak-to-trough decline	—	-3.67%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.73%	—

Volatility

Volatility by Period

	SZNE	TDVG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.20%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.30%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	9.74%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	13.87%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	13.81%	—

SZNE vs. TDVG - Expense Ratio Comparison

SZNE has a 0.60% expense ratio, which is higher than TDVG's 0.50% expense ratio.

Dividends

SZNE vs. TDVG - Dividend Comparison

SZNE's dividend yield for the trailing twelve months is around 1.23%, more than TDVG's 0.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
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%
TDVG T. Rowe Price Dividend Growth ETF	0.96%	1.00%	1.06%	1.31%	1.15%	0.80%	0.40%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SZNE and TDVG in my portfolio?

SZNE and TDVG have a correlation of 0.65, 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 TDVG?

On fees, TDVG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SZNE or TDVG?

TDVG is cheaper with a 0.50% expense ratio, compared with 0.60% for SZNE.

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

SZNE has the higher dividend yield at 1.23%, compared with 0.96% for TDVG.

What is the main difference between SZNE and TDVG?

They also come from different issuers: Pacer and T. Rowe Price. Their fees differ too: 0.60% for SZNE and 0.50% for TDVG.