Pacer American Energy Independence ETF (USAI)

Overview

The Pacer American Energy Independence ETF (USOI) aims to provide investors with exposure to companies that derive revenue from the energy infrastructure segment of the U.S. energy sector, focusing on companies that own pipelines, storage facilities, and other assets related to energy transportation and processing. It emphasizes companies that contribute to American energy independence by reducing reliance on foreign energy sources.

Reputation and Reliability

Pacer ETFs is a well-regarded ETF provider known for its rules-based, index-tracking investment strategies.

Management Expertise

Pacer ETFs has a team of experienced investment professionals specializing in structured investment products and index management.

Goal

The primary goal of USOI is to track the performance, before fees and expenses, of the American Energy Independence Index.

Investment Approach and Strategy

Strategy: USOI tracks the American Energy Independence Index, which focuses on companies involved in the energy infrastructure sector.

Composition The ETF primarily holds stocks of companies involved in the transportation, storage, and processing of energy resources.

Market Share: USOIu2019s market share in the energy infrastructure ETF sector is moderate, competing with larger, more established funds.

Total Net Assets (AUM): 82836714.36

Key Competitors

• First Trust Energy Income and Growth Fund (FEN)
• Alerian MLP ETF (AMLP)
• Global X MLP ETF (MLPX)

Competitive Landscape

The energy infrastructure ETF sector is competitive, with several well-established funds holding larger market shares. USOI differentiates itself with its specific focus on American energy independence and its unique index methodology. Competitors often include funds that target master limited partnerships (MLPs), which USOI may or may not emphasize to the same degree. USOI may appeal to investors seeking pure-play exposure to U.S. energy infrastructure companies that reduce reliance on foreign energy sources.

Historical Performance: Data unavailable in requested format

Benchmark Comparison: Data unavailable in requested format

Expense Ratio: 0.6

Average Trading Volume

USOI's average trading volume indicates moderate liquidity, sufficient for most retail investors.

Bid-Ask Spread

USOI's bid-ask spread is generally reasonable, but can widen during periods of market volatility.

Market Environment Factors

Economic indicators, energy prices, regulatory policies, and geopolitical events all influence the performance of USOI.

Growth Trajectory

USOI's growth trajectory is tied to the overall health of the U.S. energy sector and government policies supporting energy infrastructure development. No strategy or holdings changes have been provided.

Competitive Edge

USOI's competitive advantage lies in its specific focus on companies contributing to American energy independence. Its index methodology aims to capture the performance of companies actively involved in energy infrastructure. This niche focus can attract investors seeking to support domestic energy production. USOI provides pure-play exposure to a vital sector, potentially differentiating it from broader energy ETFs or funds heavily weighted toward MLPs, although it may not have the first-mover advantage some competitors do.

Volatility

USOI's volatility is influenced by energy market fluctuations and geopolitical events.

Market Risk

Specific risks include changes in energy prices, regulatory policies affecting energy infrastructure, and broader economic downturns affecting the energy sector.

Ideal Investor Profile

The ideal investor for USOI is someone who believes in the long-term growth potential of the U.S. energy infrastructure sector and wants to support companies that contribute to American energy independence.

Market Risk

USOI is suitable for long-term investors and those seeking targeted exposure to the energy infrastructure sector; it is not necessarily suitable for active traders due to moderate liquidity.

The Pacer American Energy Independence ETF (USOI) is a rules-based fund that tracks the American Energy Independence Index. It provides targeted exposure to U.S. companies involved in energy transportation, storage, and processing. Its expense ratio is 0.6%. USOI's performance is correlated with changes in energy prices and regulatory shifts impacting energy infrastructure. It is best suited for investors seeking long-term exposure to the domestic energy sector and it differentiates itself from other similar etfs by focusing on companies contributing to US energy independence.

• AMLP
• MLPX
• ENFR
• FEN

Data Sources:

• Pacer ETFs official website
• ETF.com
• FactSet

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.