EQRR vs PZLV

Comparison between PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF) and Pzena U.S. Large Cap Value (PZLV, ETF).

EQRR vs PZLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQRR(ETF)	PZLV(ETF)
Net Assets	$62M	$62M
Expense Ratio	0.35%	0.60%
Max Drawdown	59.49%	2.30%
Sharpe Ratio	2.21	4.87
5Y Beta	0.74	0.65
P/E Ratio	23.84	18.41
Forward P/E	15.34	10.14
PEG Ratio	0.82	0.33
5Y Dividends CAGR	7.00%	N/A
5Y EPS CAGR	15.84%	-2.88%
Debt to Equity	-126.50%	73.66%
P/S Ratio	2.12	0.72
P/B Ratio	3.10	1.60

Net Assets

EQRR

$62M

PZLV

$62M

Expense Ratio

Winner

EQRR

0.35%

PZLV

0.60%

Max Drawdown

EQRR

59.49%

Winner

PZLV

2.30%

Sharpe Ratio

EQRR

2.21

Winner

PZLV

4.87

5Y Beta

EQRR

0.74

Winner

PZLV

0.65

P/E Ratio

EQRR

23.84

Winner

PZLV

18.41

Forward P/E

EQRR

15.34

Winner

PZLV

10.14

PEG Ratio

EQRR

0.82

Winner

PZLV

0.33

5Y Dividends CAGR

EQRR

7.00%

PZLV

N/A

5Y EPS CAGR

Winner

EQRR

15.84%

PZLV

-2.88%

Debt to Equity

Winner

EQRR

-126.50%

PZLV

73.66%

P/S Ratio

EQRR

2.12

Winner

PZLV

0.72

P/B Ratio

EQRR

3.10

Winner

PZLV

1.60

EQRR vs PZLV - Holdings Comparison

EQRR and PZLV have 4 common holdings. Overlap is 5.01%

EQRR's top 25 holdings weight is 67.03%. PZLV's top 25 holdings weight is 76.60%.

Rank	EQRR	PZLV
#1	MARVELL TECHNOLOGY INC (MRVL) - 4.12%	HUMANA INC (HUM) - 5.83%
#2	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 3.70%	BAXTER INTERNATIONAL INC (BAX) - 4.61%
#3	ALPHABET INC CLASS A (GOOGL) - 3.13%	SKYWORKS SOLUTIONS INC (SWKS) - 4.27%
#4	NVIDIA CORP (NVDA) - 2.92%	CVS HEALTH CORP (CVS) - 3.79%
#5	ZSCALER INC (ZS) - 2.92%	LEAR CORP (LEA) - 3.71%
#6	LAM RESEARCH CORP (LRCX) - 2.87%	MAGNA INTERNATIONAL INC (n/a) - 3.70%
#7	SYNOPSYS INC (SNPS) - 2.87%	DOLLAR GENERAL CORP (DG) - 3.40%
#8	HALLIBURTON CO (HAL) - 2.83%	CAPITAL ONE FINANCIAL CORP (COF) - 3.16%
#9	MARATHON PETROLEUM CORP (MPC) - 2.78%	METLIFE INC (MET) - 3.14%
#10	VALERO ENERGY CORP (VLO) - 2.75%	WELLS FARGO & CO (WFC) - 3.10%
#11	BAKER HUGHES CO CLASS A (BKR) - 2.75%	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.89%
#12	DIAMONDBACK ENERGY INC (FANG) - 2.74%	BRISTOL-MYERS SQUIBB CO (BMY) - 2.80%
#13	KLA CORP (KLAC) - 2.68%	GLOBE LIFE INC (GL) - 2.76%
#14	APPLIED MATERIALS INC (AMAT) - 2.67%	ROBERT HALF INC (RHI) - 2.72%
#15	EOG RESOURCES INC (EOG) - 2.57%	COREBRIDGE FINANCIAL INC (CRBG) - 2.66%
#16	DEVON ENERGY CORP (DVN) - 2.54%	CDW CORP (CDW) - 2.54%
#17	CONOCOPHILLIPS (COP) - 2.49%	PPG INDUSTRIES INC (PPG) - 2.53%
#18	CHEVRON CORP (CVX) - 2.48%	LKQ CORP (LKQ) - 2.53%
#19	OCCIDENTAL PETROLEUM CORP (OXY) - 2.47%	FRESENIUS MEDICAL CARE AG ADR (FMS) - 2.49%
#20	HP INC (HPQ) - 2.39%	GLOBAL PAYMENTS INC (GPN) - 2.43%
#21	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.31%	KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 2.41%
#22	APOLLO GLOBAL MANAGEMENT INC (APO) - 2.15%	TYSON FOODS INC CLASS A (TSN) - 2.40%
#23	ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.02%	CITIGROUP INC (C) - 2.39%
#24	CITIGROUP INC (C) - 1.98%	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.25%
#25	RAYMOND JAMES FINANCIAL INC (RJF) - 1.90%	PVH CORP (PVH) - 2.09%
Total Holdings	51	43

EQRR vs PZLV - Historical Returns

Returns include dividend reinvestment.

Period	EQRR	PZLV
1 month	+7.51%	+8.60%
3 months	+22.13%	N/A
6 months	+25.85%	N/A
1 year	+40.32%	N/A
5 years(CAGR)	+12.69%	N/A
10 years(CAGR)	+10.53%	N/A
Max(CAGR)	+10.53%	+103.96%

EQRR

+7.51%

Winner

PZLV

+8.60%

EQRR

+22.13%

PZLV

N/A

EQRR

+25.85%

PZLV

N/A

EQRR

+40.32%

PZLV

N/A

5Y(CAGR)

EQRR

+12.69%

PZLV

N/A

10Y(CAGR)

EQRR

+10.53%

PZLV

N/A

Max(CAGR)

EQRR

+10.53%

Winner

PZLV

+103.96%

EQRR vs PZLV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	EQRR	PZLV
2026	+25.73%	+15.08%
2025	+14.89%	N/A
2024	+7.29%	N/A
2023	+10.33%	N/A
2022	+0.60%	N/A
2021	+34.92%	N/A
2020	-10.19%	N/A
2019	+17.43%	N/A
2018	-19.25%	N/A
2017	+15.64%	N/A

EQRR vs PZLV Drawdown Comparison

The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

The maximum drawdown for PZLV was -2.30%, occurring on May 13, 2026. Recovery took 15 trading sessions.

The current EQRR drawdown is -0.60%.

Rank	EQRR	PZLV
#1	-57.93% Aug 29, 2018 - Apr 29, 2021	-2.30% Apr 30, 2026 - May 21, 2026
#2	-21.74% Jun 7, 2022 - Jan 13, 2023	-1.59% Apr 20, 2026 - Apr 30, 2026
#3	-18.78% Feb 7, 2023 - Jan 30, 2024	-0.99% Apr 9, 2026 - Apr 13, 2026
#4	-17.76% Nov 29, 2024 - Aug 22, 2025	-0.65% Jun 9, 2026 - Jun 11, 2026
#5	-11.78% Jun 8, 2021 - Oct 15, 2021	-0.56% Jun 2, 2026 - Jun 4, 2026
#6	-10.78% Apr 5, 2024 - Nov 18, 2024	-0.54% Jun 4, 2026 - Jun 9, 2026
#7	-10.78% Jan 26, 2018 - May 16, 2018	-0.13% Apr 13, 2026 - Apr 15, 2026
#8	-10.77% Mar 25, 2022 - Jun 7, 2022	-0.13% Apr 1, 2026 - Apr 6, 2026
#9	-9.30% Jan 12, 2022 - Feb 9, 2022	-0.01% May 26, 2026 - May 28, 2026
#10	-9.14% Nov 8, 2021 - Jan 4, 2022	N/A
#11	-8.94% Feb 9, 2022 - Mar 25, 2022	N/A
#12	-6.45% Jun 11, 2018 - Aug 29, 2018	N/A
#13	-6.22% Jul 25, 2017 - Sep 22, 2017	N/A
#14	-4.95% Nov 11, 2025 - Nov 28, 2025	N/A
#15	-4.18% Sep 26, 2025 - Nov 11, 2025	N/A