PZLV vs EQRR
Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and PROSHARES EQUITIES FOR RISING RATES ETF (EQRR, ETF).
PZLV vs EQRR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PZLV
$62M
EQRR
$62M
Expense Ratio
PZLV
0.60%
Winner
EQRR
0.35%
Max Drawdown
Winner
PZLV
2.30%
EQRR
59.49%
Sharpe Ratio
Winner
PZLV
4.87
EQRR
2.21
5Y Beta
Winner
PZLV
0.65
EQRR
0.74
P/E Ratio
Winner
PZLV
18.41
EQRR
23.84
Forward P/E
Winner
PZLV
10.14
EQRR
15.34
PEG Ratio
Winner
PZLV
0.33
EQRR
0.82
5Y Dividends CAGR
PZLV
N/A
EQRR
7.00%
5Y EPS CAGR
PZLV
-2.88%
Winner
EQRR
15.84%
Debt to Equity
PZLV
73.66%
Winner
EQRR
-126.50%
P/S Ratio
Winner
PZLV
0.72
EQRR
2.12
P/B Ratio
Winner
PZLV
1.60
EQRR
3.10
PZLV vs EQRR - Holdings Comparison
PZLV and EQRR have 4 common holdings. Overlap is 5.01%
PZLV's top 25 holdings weight is 76.60%. EQRR's top 25 holdings weight is 67.03%.
| Rank | PZLV | EQRR |
|---|---|---|
| #1 | HUMANA INC (HUM) - 5.83% | MARVELL TECHNOLOGY INC (MRVL) - 4.12% |
| #2 | BAXTER INTERNATIONAL INC (BAX) - 4.61% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 3.70% |
| #3 | SKYWORKS SOLUTIONS INC (SWKS) - 4.27% | ALPHABET INC CLASS A (GOOGL) - 3.13% |
| #4 | CVS HEALTH CORP (CVS) - 3.79% | NVIDIA CORP (NVDA) - 2.92% |
| #5 | LEAR CORP (LEA) - 3.71% | ZSCALER INC (ZS) - 2.92% |
| #6 | MAGNA INTERNATIONAL INC (n/a) - 3.70% | LAM RESEARCH CORP (LRCX) - 2.87% |
| #7 | DOLLAR GENERAL CORP (DG) - 3.40% | SYNOPSYS INC (SNPS) - 2.87% |
| #8 | CAPITAL ONE FINANCIAL CORP (COF) - 3.16% | HALLIBURTON CO (HAL) - 2.83% |
| #9 | METLIFE INC (MET) - 3.14% | MARATHON PETROLEUM CORP (MPC) - 2.78% |
| #10 | WELLS FARGO & CO (WFC) - 3.10% | VALERO ENERGY CORP (VLO) - 2.75% |
| #11 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.89% | BAKER HUGHES CO CLASS A (BKR) - 2.75% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.80% | DIAMONDBACK ENERGY INC (FANG) - 2.74% |
| #13 | GLOBE LIFE INC (GL) - 2.76% | KLA CORP (KLAC) - 2.68% |
| #14 | ROBERT HALF INC (RHI) - 2.72% | APPLIED MATERIALS INC (AMAT) - 2.67% |
| #15 | COREBRIDGE FINANCIAL INC (CRBG) - 2.66% | EOG RESOURCES INC (EOG) - 2.57% |
| #16 | CDW CORP (CDW) - 2.54% | DEVON ENERGY CORP (DVN) - 2.54% |
| #17 | PPG INDUSTRIES INC (PPG) - 2.53% | CONOCOPHILLIPS (COP) - 2.49% |
| #18 | LKQ CORP (LKQ) - 2.53% | CHEVRON CORP (CVX) - 2.48% |
| #19 | FRESENIUS MEDICAL CARE AG ADR (FMS) - 2.49% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.47% |
| #20 | GLOBAL PAYMENTS INC (GPN) - 2.43% | HP INC (HPQ) - 2.39% |
| #21 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 2.41% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.31% |
| #22 | TYSON FOODS INC CLASS A (TSN) - 2.40% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.15% |
| #23 | CITIGROUP INC (C) - 2.39% | ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 2.02% |
| #24 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.25% | CITIGROUP INC (C) - 1.98% |
| #25 | PVH CORP (PVH) - 2.09% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.90% |
| Total Holdings | 43 | 51 |
PZLV vs EQRR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PZLV
+8.60%
EQRR
+7.51%
3M
PZLV
N/A
EQRR
+22.13%
6M
PZLV
N/A
EQRR
+25.85%
1Y
PZLV
N/A
EQRR
+40.32%
5Y(CAGR)
PZLV
N/A
EQRR
+12.69%
10Y(CAGR)
PZLV
N/A
EQRR
+10.53%
Max(CAGR)
Winner
PZLV
+103.96%
EQRR
+10.53%
PZLV vs EQRR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PZLV | EQRR |
|---|---|---|
| 2026 | +15.08% | +25.73% |
| 2025 | N/A | +14.89% |
| 2024 | N/A | +7.29% |
| 2023 | N/A | +10.33% |
| 2022 | N/A | +0.60% |
| 2021 | N/A | +34.92% |
| 2020 | N/A | -10.19% |
| 2019 | N/A | +17.43% |
| 2018 | N/A | -19.25% |
| 2017 | N/A | +15.64% |
PZLV vs EQRR Drawdown Comparison
The maximum drawdown for PZLV was -2.30%, occurring on May 13, 2026. Recovery took 15 trading sessions.
The maximum drawdown for EQRR was -57.93%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.
The current EQRR drawdown is -0.60%.
| Rank | PZLV | EQRR |
|---|---|---|
| #1 | -2.30% Apr 30, 2026 - May 21, 2026 | -57.93% Aug 29, 2018 - Apr 29, 2021 |
| #2 | -1.59% Apr 20, 2026 - Apr 30, 2026 | -21.74% Jun 7, 2022 - Jan 13, 2023 |
| #3 | -0.99% Apr 9, 2026 - Apr 13, 2026 | -18.78% Feb 7, 2023 - Jan 30, 2024 |
| #4 | -0.65% Jun 9, 2026 - Jun 11, 2026 | -17.76% Nov 29, 2024 - Aug 22, 2025 |
| #5 | -0.56% Jun 2, 2026 - Jun 4, 2026 | -11.78% Jun 8, 2021 - Oct 15, 2021 |
| #6 | -0.54% Jun 4, 2026 - Jun 9, 2026 | -10.78% Apr 5, 2024 - Nov 18, 2024 |
| #7 | -0.13% Apr 13, 2026 - Apr 15, 2026 | -10.78% Jan 26, 2018 - May 16, 2018 |
| #8 | -0.13% Apr 1, 2026 - Apr 6, 2026 | -10.77% Mar 25, 2022 - Jun 7, 2022 |
| #9 | -0.01% May 26, 2026 - May 28, 2026 | -9.30% Jan 12, 2022 - Feb 9, 2022 |
| #10 | N/A | -9.14% Nov 8, 2021 - Jan 4, 2022 |
| #11 | N/A | -8.94% Feb 9, 2022 - Mar 25, 2022 |
| #12 | N/A | -6.45% Jun 11, 2018 - Aug 29, 2018 |
| #13 | N/A | -6.22% Jul 25, 2017 - Sep 22, 2017 |
| #14 | N/A | -4.95% Nov 11, 2025 - Nov 28, 2025 |
| #15 | N/A | -4.18% Sep 26, 2025 - Nov 11, 2025 |
Correlation
Correlation between PZLV and EQRR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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