PZLV vs INDL

Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and DIREXION DAILY MSCI INDIA BULL 2X SHARES (INDL, ETF).

PZLV vs INDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PZLV(ETF)	INDL(ETF)
Net Assets	$60M	$60M
Expense Ratio	0.60%	N/A
Max Drawdown	2.30%	95.75%
Sharpe Ratio	4.19	-1.13
5Y Beta	0.66	0.89
P/E Ratio	18.82	N/A
Forward P/E	10.13	N/A
PEG Ratio	0.34	N/A
5Y EPS CAGR	-3.74%	N/A
Debt to Equity	73.69%	N/A
P/S Ratio	0.69	N/A
P/B Ratio	1.61	N/A

Net Assets

PZLV

$60M

INDL

$60M

Expense Ratio

PZLV

0.60%

INDL

N/A

Max Drawdown

Winner

PZLV

2.30%

INDL

95.75%

Sharpe Ratio

Winner

PZLV

4.19

INDL

-1.13

5Y Beta

Winner

PZLV

0.66

INDL

0.89

P/E Ratio

PZLV

18.82

INDL

N/A

Forward P/E

PZLV

10.13

INDL

N/A

PEG Ratio

PZLV

0.34

INDL

N/A

5Y EPS CAGR

PZLV

-3.74%

INDL

N/A

Debt to Equity

PZLV

73.69%

INDL

N/A

P/S Ratio

PZLV

0.69

INDL

N/A

P/B Ratio

PZLV

1.61

INDL

N/A

PZLV vs INDL - Holdings Comparison

PZLV and INDL have 0 common holdings. Overlap is 0.00%

PZLV's top 25 holdings weight is 76.60%. INDL's top 25 holdings weight is 59.28%.

Rank	PZLV	INDL
#1	HUMANA INC (HUM) - 5.83%	ISHARES MSCI INDIA ETF (INDA) - 46.03%
#2	BAXTER INTERNATIONAL INC (BAX) - 4.61%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 13.25%
#3	SKYWORKS SOLUTIONS INC (SWKS) - 4.27%	N/A
#4	CVS HEALTH CORP (CVS) - 3.79%	N/A
#5	LEAR CORP (LEA) - 3.71%	N/A
#6	MAGNA INTERNATIONAL INC (n/a) - 3.70%	N/A
#7	DOLLAR GENERAL CORP (DG) - 3.40%	N/A
#8	CAPITAL ONE FINANCIAL CORP (COF) - 3.16%	N/A
#9	METLIFE INC (MET) - 3.14%	N/A
#10	WELLS FARGO & CO (WFC) - 3.10%	N/A
#11	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.89%	N/A
#12	BRISTOL-MYERS SQUIBB CO (BMY) - 2.80%	N/A
#13	GLOBE LIFE INC (GL) - 2.76%	N/A
#14	ROBERT HALF INC (RHI) - 2.72%	N/A
#15	COREBRIDGE FINANCIAL INC (CRBG) - 2.66%	N/A
#16	CDW CORP (CDW) - 2.54%	N/A
#17	PPG INDUSTRIES INC (PPG) - 2.53%	N/A
#18	LKQ CORP (LKQ) - 2.53%	N/A
#19	FRESENIUS MEDICAL CARE AG ADR (FMS) - 2.49%	N/A
#20	GLOBAL PAYMENTS INC (GPN) - 2.43%	N/A
#21	KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 2.41%	N/A
#22	TYSON FOODS INC CLASS A (TSN) - 2.40%	N/A
#23	CITIGROUP INC (C) - 2.39%	N/A
#24	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.25%	N/A
#25	PVH CORP (PVH) - 2.09%	N/A
Total Holdings	43	2

PZLV vs INDL - Historical Returns

Returns include dividend reinvestment.

Period	PZLV	INDL
1 month	+4.71%	-7.75%
3 months	N/A	-13.83%
6 months	N/A	-26.33%
1 year	N/A	-29.53%
5 years(CAGR)	N/A	-3.27%
10 years(CAGR)	N/A	-0.89%
Max(CAGR)	+84.93%	-7.21%

Winner

PZLV

+4.71%

INDL

-7.75%

PZLV

N/A

INDL

-13.83%

PZLV

N/A

INDL

-26.33%

PZLV

N/A

INDL

-29.53%

5Y(CAGR)

PZLV

N/A

INDL

-3.27%

10Y(CAGR)

PZLV

N/A

INDL

-0.89%

Max(CAGR)

Winner

PZLV

+84.93%

INDL

-7.21%

PZLV vs INDL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PZLV	INDL
2026	+11.56%	-27.47%
2025	N/A	-6.13%
2024	N/A	+8.24%
2023	N/A	+25.25%
2022	N/A	-25.42%
2021	N/A	+39.51%
2020	N/A	-38.58%
2019	N/A	+5.61%
2018	N/A	-34.64%
2017	N/A	+125.37%
2016	N/A	-10.28%
2015	N/A	-35.99%
2014	N/A	+67.33%
2013	N/A	-36.72%
2012	N/A	+8.88%
2011	N/A	-67.93%
2010	N/A	+28.97%

PZLV vs INDL Drawdown Comparison

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

The maximum drawdown for INDL was -95.67%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current PZLV drawdown is -0.54%. The current INDL drawdown is -79.22%.

Rank	PZLV	INDL
#1	-2.30% Apr 30, 2026 - May 21, 2026	-95.67% Nov 5, 2010 - Mar 23, 2020
#2	-1.59% Apr 20, 2026 - Apr 30, 2026	-30.28% Apr 5, 2010 - Sep 14, 2010
#3	-0.99% Apr 9, 2026 - Apr 13, 2026	-8.88% Oct 13, 2010 - Nov 4, 2010
#4	-0.56% Jun 2, 2026 - Jun 4, 2026	-3.55% Oct 5, 2010 - Oct 13, 2010
#5	-0.54% Jun 4, 2026 - Jun 5, 2026	-3.41% Sep 21, 2010 - Sep 24, 2010
#6	-0.13% Apr 13, 2026 - Apr 15, 2026	-2.68% Mar 17, 2010 - Mar 23, 2010
#7	-0.13% Apr 1, 2026 - Apr 6, 2026	-1.54% Sep 28, 2010 - Oct 1, 2010
#8	-0.01% May 26, 2026 - May 28, 2026	-1.52% Mar 23, 2010 - Mar 26, 2010
#9	N/A	-1.19% Mar 12, 2010 - Mar 16, 2010
#10	N/A	-1.06% Sep 15, 2010 - Sep 17, 2010
#11	N/A	-0.99% Mar 29, 2010 - Apr 1, 2010
#12	N/A	-0.80% Sep 24, 2010 - Sep 28, 2010
#13	N/A	-0.11% Oct 1, 2010 - Oct 5, 2010

Correlation

Correlation between PZLV and INDL is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.95

-101