JUNW vs PZLV

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF) and Pzena U.S. Large Cap Value (PZLV, ETF).

JUNW vs PZLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUNW(ETF)	PZLV(ETF)
Net Assets	$60M	$60M
Expense Ratio	0.74%	0.60%
Max Drawdown	8.57%	2.30%
Sharpe Ratio	1.30	4.19
5Y Beta	0.41	0.66
P/E Ratio	N/A	18.82
Forward P/E	N/A	10.13
PEG Ratio	N/A	0.34
5Y EPS CAGR	N/A	-3.74%
Debt to Equity	N/A	73.69%
P/S Ratio	N/A	0.69
P/B Ratio	N/A	1.61

Net Assets

Winner

JUNW

$60M

PZLV

$60M

Expense Ratio

JUNW

0.74%

Winner

PZLV

0.60%

Max Drawdown

JUNW

8.57%

Winner

PZLV

2.30%

Sharpe Ratio

JUNW

1.30

Winner

PZLV

4.19

5Y Beta

Winner

JUNW

0.41

PZLV

0.66

P/E Ratio

JUNW

N/A

PZLV

18.82

Forward P/E

JUNW

N/A

PZLV

10.13

PEG Ratio

JUNW

N/A

PZLV

0.34

5Y EPS CAGR

JUNW

N/A

PZLV

-3.74%

Debt to Equity

JUNW

N/A

PZLV

73.69%

P/S Ratio

JUNW

N/A

PZLV

0.69

P/B Ratio

JUNW

N/A

PZLV

1.61

JUNW vs PZLV - Historical Returns

Returns include dividend reinvestment.

Period	JUNW	PZLV
1 month	-0.54%	+4.71%
3 months	+1.44%	N/A
6 months	+2.70%	N/A
1 year	+9.03%	N/A
Max(CAGR)	+10.57%	+84.93%

JUNW

-0.54%

Winner

PZLV

+4.71%

JUNW

+1.44%

PZLV

N/A

JUNW

+2.70%

PZLV

N/A

JUNW

+9.03%

PZLV

N/A

Max(CAGR)

JUNW

+10.57%

Winner

PZLV

+84.93%

JUNW vs PZLV - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	JUNW	PZLV
2026	+2.14%	+11.56%
2025	+11.29%	N/A
2024	+11.33%	N/A
2023	+7.28%	N/A

JUNW vs PZLV Drawdown Comparison

The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

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

The current JUNW drawdown is -1.19%. The current PZLV drawdown is -0.54%.

Rank	JUNW	PZLV
#1	-8.57% Feb 19, 2025 - May 12, 2025	-2.30% Apr 30, 2026 - May 21, 2026
#2	-3.86% Sep 14, 2023 - Nov 14, 2023	-1.59% Apr 20, 2026 - Apr 30, 2026
#3	-3.54% Jul 16, 2024 - Aug 19, 2024	-0.99% Apr 9, 2026 - Apr 13, 2026
#4	-2.31% Feb 26, 2026 - Apr 8, 2026	-0.56% Jun 2, 2026 - Jun 4, 2026
#5	-1.70% Aug 1, 2023 - Sep 14, 2023	-0.54% Jun 4, 2026 - Jun 5, 2026
#6	-1.69% Aug 30, 2024 - Sep 16, 2024	-0.13% Apr 13, 2026 - Apr 15, 2026
#7	-1.51% May 16, 2025 - May 27, 2025	-0.13% Apr 1, 2026 - Apr 6, 2026
#8	-1.19% Jun 2, 2026 - Jun 5, 2026	-0.01% May 26, 2026 - May 28, 2026
#9	-1.13% Oct 28, 2025 - Nov 26, 2025	N/A
#10	-1.13% Dec 16, 2024 - Jan 15, 2025	N/A
#11	-0.74% Oct 29, 2024 - Nov 6, 2024	N/A
#12	-0.71% Oct 8, 2025 - Oct 20, 2025	N/A
#13	-0.65% Jul 28, 2025 - Aug 8, 2025	N/A
#14	-0.62% Jun 15, 2023 - Jun 30, 2023	N/A
#15	-0.62% Sep 30, 2024 - Oct 11, 2024	N/A