PZIV vs YBMN

Comparison between Pzena International Value (PZIV, ETF) and DEFIANCE BMNR OPTION INCOME ETF (YBMN, ETF).

PZIV vs YBMN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PZIV(ETF)	YBMN(ETF)
Net Assets	$2.70M	$2.80M
Expense Ratio	0.70%	0.85%
Max Drawdown	3.53%	62.42%
Sharpe Ratio	3.07	-0.58
5Y Beta	1.05	3.71

Net Assets

PZIV

$2.70M

Winner

YBMN

$2.80M

Expense Ratio

Winner

PZIV

0.70%

YBMN

0.85%

Max Drawdown

Winner

PZIV

3.53%

YBMN

62.42%

Sharpe Ratio

Winner

PZIV

3.07

YBMN

-0.58

5Y Beta

Winner

PZIV

1.05

YBMN

3.71

PZIV vs YBMN - Historical Returns

Returns include dividend reinvestment.

Period	PZIV	YBMN
1 month	+4.39%	-26.64%
3 months	N/A	-13.49%
6 months	N/A	-42.86%
Max(CAGR)	+68.81%	-53.09%

Winner

PZIV

+4.39%

YBMN

-26.64%

PZIV

N/A

YBMN

-13.49%

PZIV

N/A

YBMN

-42.86%

Max(CAGR)

Winner

PZIV

+68.81%

YBMN

-53.09%

PZIV vs YBMN - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	PZIV	YBMN
2026	+9.77%	-39.89%
2025	N/A	-2.38%

PZIV vs YBMN Drawdown Comparison

The maximum drawdown for PZIV was -3.53%, occurring on Apr 29, 2026. Recovery took 13 trading sessions.

The maximum drawdown for YBMN was -50.88%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current PZIV drawdown is -2.19%. The current YBMN drawdown is -49.66%.

Rank	PZIV	YBMN
#1	-3.53% Apr 17, 2026 - May 6, 2026	-50.88% Dec 10, 2025 - Feb 5, 2026
#2	-2.19% Jun 4, 2026 - Jun 5, 2026	-11.41% Nov 28, 2025 - Dec 3, 2025
#3	-1.45% May 6, 2026 - May 8, 2026	-4.86% Dec 4, 2025 - Dec 9, 2025
#4	-0.94% May 14, 2026 - May 18, 2026	N/A
#5	-0.69% May 18, 2026 - May 20, 2026	N/A
#6	-0.38% May 21, 2026 - May 26, 2026	N/A
#7	-0.35% Apr 9, 2026 - Apr 13, 2026	N/A
#8	-0.33% Apr 1, 2026 - Apr 6, 2026	N/A
#9	-0.31% May 26, 2026 - May 28, 2026	N/A
#10	-0.30% Apr 14, 2026 - Apr 16, 2026	N/A
#11	-0.29% May 11, 2026 - May 13, 2026	N/A
#12	-0.25% Jun 2, 2026 - Jun 4, 2026	N/A
#13	-0.00% Apr 6, 2026 - Apr 8, 2026	N/A

Correlation

Correlation between PZIV and YBMN is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

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