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Data as of .

PEXL vs SUPL: which is really different?

PEXL and SUPL hold 0% of their weight in the same names, and PEXL returned more over the year.

Pacer US Export Leaders ETF and ProShares Supply Chain Logistics ETF.

97.3%PEXL in the S&P 500
28.6%SUPL in the S&P 500
+25.5%PEXL total return, 1 year
+22.3%SUPL total return, 1 year

ETFIQ Off-Index Score: SUPL scores higher

How much of it is not the index it is sold as an alternative to?

PEXL 3.7SUPL 65.80.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

PEXL3% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
97%3%of its weight in S&P 500 companies3% of its weight outside the S&P 500active share 69% · top ten 44% of the fund · 100 holdings filed Apr 30, 2026 · Nasdaq-100: 63% in97%3%of its weight in S&P 500 companies3% of its weight outside the S&P 500active share 69% · top ten 44% of the fund
SUPL71% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
29%71%in the S&P 500of its weight outside the S&P 500active share 99% · top ten 46% of the fund · 40 holdings filed Sep 18, 2026 · Nasdaq-100: 8% in29%71%inoutside the S&P 500active share 99% · top ten 46% of the fund

0% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, PEXL and SUPL hold 0% of their money in the same securities at the same weight.

Only in each
Only in PEXLOnly in SUPL
Broadcom Inc 5.75%DHL AG 5.05%
Alphabet Inc 5.64%UNION PACIFIC CORP 4.86%
Advanced Micro Devices Inc 5.43%CSX CORP 4.74%
Apple Inc 4.81%NORFOLK SOUTHERN CORP 4.74%
Microsoft Corp 4.56%CANADIAN NATL RAILWAY CO 4.67%
Meta Platforms Inc 4.41%CANADIAN PACIFIC KANSAS CITY 4.59%
Netflix Inc 3.71%AMADEUS IT GROUP SA 4.58%
Procter & Gamble Co/The 3.21%FEDEX CORP 4.34%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 18, 2026.

Performance, window by window

PEXL and SUPL over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
PEXLSUPLPEXLSUPLPEXLSUPL
3 months−4.7%+0.1%−6.9 pts−2.1 pts−2.2 pts+2.6 pts
6 months+22.1%+9.6%+4.1 pts−8.4 pts−2.1 pts−14.6 pts
1 year+25.5%+22.3%+8.9 pts+5.7 pts+3.7 pts+0.5 pts
3 years+71.4%+31.4%−7.0 pts−47.0 pts−26.7 pts−66.7 pts
Since launch+196.6%+30.9%−9.9 pts−49.4 pts−125.0 pts−78.2 pts
Open the live comparison on ETFIQ
PEXL and SUPL on the same fields, as of Sep 18, 2026. Source: ETFIQ.
PEXL
Pacer US Export Leaders ETF
Holds 100 stocks in reshoring and manufacturing, 97% of its weight in S&P 500 companies
SUPL
ProShares Supply Chain Logistics ETF
Holds 40 stocks in reshoring and manufacturing, 29% of its weight in S&P 500 companies
IssuerPacerProShares
ThemeReshoring and manufacturingReshoring and manufacturing
In the S&P 50097.3%28.6%
Active share vs the S&P 50068.8%99.2%
In the Nasdaq-10063.4%8.1%
Holdings10040
Top ten, share of the fund43.5%46.1%
Expense ratio0.49%0.58%
Fee for the differing part0.71%0.58%
Total return, 1 year+25.5%+22.3%
vs the S&P 500+8.9 pts+5.7 pts
vs the Nasdaq-100+3.7 pts+0.5 pts
Below its high−5.1%−6.8%
Net assets$46m$2m

PEXL in plain words

By weight, 97% of PEXL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 69%. The top ten holdings are 44% of the fund across 100 positions, as filed for Apr 30, 2026. Over the year to Sep 18, 2026 the fund returned +25.5% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 8.9 pts. It sits 5.1% below its all-time high of Jun 30, 2026.

SUPL in plain words

By weight, 29% of SUPL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 46% of the fund across 40 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +22.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 5.7 pts. It sits 6.8% below its all-time high of Jul 17, 2026.

Questions people ask

Do PEXL and SUPL hold the same stocks?
By their latest filings, 0% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, PEXL or SUPL?
PEXL has 97% of its weight in S&P 500 names and SUPL has 29%, so SUPL differs more from the index.
Which is cheaper, PEXL or SUPL?
PEXL charges 0.49% a year and SUPL charges 0.58%, so PEXL is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

PEXL against SUPL, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, PEXL against SUPL, data as of Sep 18, 2026. https://etfiq.com/compare/themes/pexl-vs-supl Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources