PZLV vs JPMB
Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF (JPMB, ETF).
PZLV vs JPMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PZLV
$65M
JPMB
$64M
Expense Ratio
PZLV
0.60%
Winner
JPMB
0.39%
Max Drawdown
Winner
PZLV
2.81%
JPMB
32.89%
Sharpe Ratio
Winner
PZLV
3.89
JPMB
0.92
5Y Beta
PZLV
0.46
Winner
JPMB
0.24
P/E Ratio
PZLV
18.34
JPMB
N/A
Forward P/E
PZLV
10.59
JPMB
N/A
PEG Ratio
PZLV
0.34
JPMB
N/A
5Y Dividends CAGR
PZLV
N/A
JPMB
1.23%
5Y EPS CAGR
PZLV
-1.85%
JPMB
N/A
Debt to Equity
PZLV
78.25%
JPMB
N/A
P/S Ratio
PZLV
0.74
JPMB
N/A
P/B Ratio
PZLV
1.70
JPMB
N/A
PZLV vs JPMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PZLV
+6.14%
JPMB
-0.56%
3M
Winner
PZLV
+10.38%
JPMB
+0.48%
6M
PZLV
N/A
JPMB
+1.37%
1Y
PZLV
N/A
JPMB
+8.55%
5Y(CAGR)
PZLV
N/A
JPMB
+1.27%
10Y(CAGR)
PZLV
N/A
JPMB
+2.60%
Max(CAGR)
Winner
PZLV
+76.11%
JPMB
+2.60%
PZLV vs JPMB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | PZLV | JPMB |
|---|---|---|
| 2026 | +18.77% | +1.55% |
| 2025 | N/A | +13.46% |
| 2024 | N/A | +2.42% |
| 2023 | N/A | +9.32% |
| 2022 | N/A | -15.26% |
| 2021 | N/A | -2.28% |
| 2020 | N/A | +4.80% |
| 2019 | N/A | +17.61% |
| 2018 | N/A | -4.72% |
PZLV vs JPMB Drawdown Comparison
The maximum drawdown for PZLV was -2.81%, occurring on Jun 22, 2026. Recovery took 12 trading sessions.
The maximum drawdown for JPMB was -26.33%, occurring on Mar 19, 2020. Recovery took 193 trading sessions.
The current PZLV drawdown is -0.37%. The current JPMB drawdown is -0.98%.
| Rank | PZLV | JPMB |
|---|---|---|
| #1 | -2.81% Jun 15, 2026 - Jul 2, 2026 | -26.33% Feb 21, 2020 - Nov 24, 2020 |
| #2 | -2.30% Apr 30, 2026 - May 21, 2026 | -26.16% Sep 2, 2021 - Sep 5, 2025 |
| #3 | -2.01% Jul 7, 2026 - Jul 13, 2026 | -7.39% Jan 31, 2018 - Feb 25, 2019 |
| #4 | -1.59% Apr 20, 2026 - Apr 30, 2026 | -6.60% Jan 4, 2021 - Sep 2, 2021 |
| #5 | -1.21% Jul 13, 2026 - Jul 16, 2026 | -4.60% Feb 27, 2026 - Jun 2, 2026 |
| #6 | -0.99% Apr 9, 2026 - Apr 13, 2026 | -1.63% Sep 4, 2019 - Dec 11, 2019 |
| #7 | -0.83% Jul 16, 2026 - Jul 20, 2026 | -1.20% Jul 25, 2019 - Aug 8, 2019 |
| #8 | -0.65% Jun 9, 2026 - Jun 11, 2026 | -1.20% Oct 27, 2025 - Dec 3, 2025 |
| #9 | -0.56% Jun 2, 2026 - Jun 4, 2026 | -1.03% Jul 6, 2026 - Jul 13, 2026 |
| #10 | -0.54% Jun 4, 2026 - Jun 9, 2026 | -0.95% Jun 2, 2026 - Jun 15, 2026 |
| #11 | -0.13% Apr 13, 2026 - Apr 15, 2026 | -0.90% Dec 3, 2025 - Dec 24, 2025 |
| #12 | -0.13% Apr 1, 2026 - Apr 6, 2026 | -0.84% May 3, 2019 - May 30, 2019 |
| #13 | -0.01% May 26, 2026 - May 28, 2026 | -0.81% Oct 1, 2025 - Oct 15, 2025 |
| #14 | N/A | -0.78% Dec 29, 2025 - Jan 23, 2026 |
| #15 | N/A | -0.74% Aug 9, 2019 - Aug 16, 2019 |
Correlation
Correlation between PZLV and JPMB is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
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