SZNE ETF ANALYSIS

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SZNE ETF FUNDAMENTALS
SZNE ETF PERFORMANCE

SZNE ISSUER

The Alternative Shares AltShares Merger Arbitrage ETF (SZNE) is managed by Alternative Shares Trust, a provider known for its innovative exchange-traded funds. SZNE follows a passive investment strategy, aiming to replicate the performance of the AltShares Merger Arbitrage Index. This index, developed by CFRA, utilizes a proprietary methodology to track the returns of a semi-annual rotation of select sectors within the S&P 500® Equal Weight Index (EWI). By employing a rules-based approach and focusing on merger arbitrage opportunities, SZNE offers investors a unique way to potentially profit from corporate mergers and acquisitions in the large-cap segment of the U.S. equity market.

SZNE DIVIDEND

The WisdomTree Cloud Computing Fund (SZNE) focuses on investments in companies that stand to benefit from the growth and innovation in cloud computing technology. While its primary objective is not centered around dividends, SZNE's dividend distribution is influenced by the performance of its constituent companies. Under normal market conditions, SZNE invests at least 80% of its net assets in common stock and depository receipts issued by U.S. and non-U.S. companies involved in scientific and technological innovation, including those related to cloud computing. The dividend distributions typically occur on a periodic basis and depend on the individual dividend policies of the underlying companies. Investors in SZNE can expect the fund to provide exposure to emerging opportunities in the cloud computing sector, with the potential for dividend returns as a bonus.

SZNE TRACKING

Tracking the S&P 500® EWI Sector Rotation Index is the primary goal of the Alternative Sources SZNE ETF. This ETF adopts a passive management approach, aiming to mirror the total return performance of the Index, before deducting fees and expenses. The Index follows a systematic methodology designed by CFRA, focusing on a semi-annual rotation of specific sectors within the S&P 500® Equal Weight Index.

SZNE CORRELATION

The correlation aspect of the ETFMG Alternative Harvest ETF (SZNE) is influenced by its underlying investment strategy, which tracks the total return performance of the proprietary Index. SZNE's correlation with the Index is expected to be strong due to its passive management approach. Investors can rely on SZNE for exposure to the alternative harvest sector, and its correlation with this specific segment provides valuable insights for those interested in this niche area of the market. For a deeper understanding of SZNE's correlations with other assets and sectors, investors can leverage the ETF Insider web app. This tool offers comprehensive data visualization, helping investors analyze SZNE's performance in relation to broader market trends and identify potential diversification opportunities. With its user-friendly interface, ETF Insider is a valuable resource for those looking to make informed investment decisions within the alternative harvest sector.

SZNE SECTOR

The SPDR S&P 500 EWI Sector Rotation ETF (SZNE) follows a unique investment strategy based on a semi-annual rotation of specific sectors within the S&P 500 Equal Weight Index (EWI). This ETF offers investors exposure to various sectors within the U.S. equity market, including Consumer Discretionary, Industrials, Information Technology, Materials, Consumer Staples, and Healthcare. SZNE's strategy capitalizes on sector rotations, aiming to capture opportunities as they arise throughout the year, potentially offering investors a dynamic approach to sector investing within the S&P 500 EWI.

SZNE EXPOSURE

The exposure characteristic of the Pacer CFRA-Stovall Equal Weight Seasonal Rot Idx (SZNE) focuses on a unique investment approach that employs sector rotation within the S&P 500 Equal Weight Index (EWI). SZNE's strategy, designed to track the total return performance of this index, offers investors a dynamic way to access the U.S. equity market. By selecting specific sectors on a semi-annual basis, SZNE provides exposure to various segments of the American economy, capitalizing on sector-specific opportunities as defined by the Index Provider, CFRA.For more in-depth insights into SZNE's exposure, its allocation across sectors, and correlations with market indices, investors can leverage ETF Insider's web app. This tool provides comprehensive data and visualization options, helping investors make informed decisions and understand how SZNE fits into their investment strategy. Whether you're looking for sector-specific exposure or examining correlations within your portfolio, ETF Insider's tools can help you explore and analyze SZNE's unique investment approach.

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FREQUENTLY ASKED QUESTIONS

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