PZLV vs EFAD
Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and PROSHARES MSCI EAFE DIVIDEND GROWERS ETF (EFAD, ETF).
PZLV vs EFAD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PZLV
$62M
EFAD
$62M
Expense Ratio
PZLV
0.60%
Winner
EFAD
0.50%
Max Drawdown
Winner
PZLV
2.30%
EFAD
38.04%
Sharpe Ratio
Winner
PZLV
4.87
EFAD
-0.02
5Y Beta
PZLV
0.65
Winner
EFAD
0.53
P/E Ratio
PZLV
18.41
EFAD
N/A
Forward P/E
PZLV
10.14
EFAD
N/A
PEG Ratio
PZLV
0.33
EFAD
N/A
5Y Dividends CAGR
PZLV
N/A
EFAD
12.63%
5Y EPS CAGR
PZLV
-2.88%
EFAD
N/A
Debt to Equity
PZLV
73.66%
EFAD
N/A
P/S Ratio
PZLV
0.72
EFAD
N/A
P/B Ratio
PZLV
1.60
EFAD
N/A
PZLV vs EFAD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PZLV
+8.60%
EFAD
+1.10%
3M
PZLV
N/A
EFAD
+4.14%
6M
PZLV
N/A
EFAD
+3.82%
1Y
PZLV
N/A
EFAD
+1.59%
5Y(CAGR)
PZLV
N/A
EFAD
+0.85%
10Y(CAGR)
PZLV
N/A
EFAD
+4.61%
Max(CAGR)
Winner
PZLV
+103.96%
EFAD
+2.85%
PZLV vs EFAD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | PZLV | EFAD |
|---|---|---|
| 2026 | +15.08% | +2.85% |
| 2025 | N/A | +16.22% |
| 2024 | N/A | -0.35% |
| 2023 | N/A | +11.41% |
| 2022 | N/A | -21.21% |
| 2021 | N/A | +7.61% |
| 2020 | N/A | +8.11% |
| 2019 | N/A | +24.86% |
| 2018 | N/A | -12.16% |
| 2017 | N/A | +21.66% |
| 2016 | N/A | -5.75% |
| 2015 | N/A | +1.06% |
| 2014 | N/A | -7.65% |
PZLV vs EFAD Drawdown Comparison
The maximum drawdown for PZLV was -2.30%, occurring on May 13, 2026. Recovery took 15 trading sessions.
The maximum drawdown for EFAD was -35.74%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The current EFAD drawdown is -2.74%.
| Rank | PZLV | EFAD |
|---|---|---|
| #1 | -2.30% Apr 30, 2026 - May 21, 2026 | -35.74% Sep 3, 2021 - Oct 14, 2022 |
| #2 | -1.59% Apr 20, 2026 - Apr 30, 2026 | -33.04% Jan 17, 2020 - Nov 9, 2020 |
| #3 | -0.99% Apr 9, 2026 - Apr 13, 2026 | -19.72% May 21, 2015 - Dec 1, 2017 |
| #4 | -0.65% Jun 9, 2026 - Jun 11, 2026 | -17.63% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -0.56% Jun 2, 2026 - Jun 4, 2026 | -12.61% Sep 3, 2014 - May 13, 2015 |
| #6 | -0.54% Jun 4, 2026 - Jun 9, 2026 | -5.92% Feb 16, 2021 - Apr 8, 2021 |
| #7 | -0.13% Apr 13, 2026 - Apr 15, 2026 | -3.22% May 7, 2021 - May 20, 2021 |
| #8 | -0.13% Apr 1, 2026 - Apr 6, 2026 | -2.93% Jan 8, 2021 - Feb 11, 2021 |
| #9 | -0.01% May 26, 2026 - May 28, 2026 | -2.26% Apr 23, 2021 - May 7, 2021 |
| #10 | N/A | -2.17% Jun 15, 2021 - Jul 7, 2021 |
| #11 | N/A | -1.95% Jul 14, 2021 - Jul 22, 2021 |
| #12 | N/A | -1.65% Nov 27, 2020 - Dec 15, 2020 |
| #13 | N/A | -1.43% Nov 27, 2019 - Dec 6, 2019 |
| #14 | N/A | -1.35% Dec 17, 2020 - Dec 28, 2020 |
| #15 | N/A | -1.34% Aug 5, 2021 - Aug 13, 2021 |
Correlation
Correlation between PZLV and EFAD is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
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