PZLV vs JUNW

Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF).

PZLV vs JUNW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PZLV(ETF)	JUNW(ETF)
Net Assets	$60M	$60M
Expense Ratio	0.60%	0.74%
Max Drawdown	2.30%	8.57%
Sharpe Ratio	4.19	1.30
5Y Beta	0.66	0.41
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

Winner

JUNW

$60M

Expense Ratio

Winner

PZLV

0.60%

JUNW

0.74%

Max Drawdown

Winner

PZLV

2.30%

JUNW

8.57%

Sharpe Ratio

Winner

PZLV

4.19

JUNW

1.30

5Y Beta

PZLV

0.66

Winner

JUNW

0.41

P/E Ratio

PZLV

18.82

JUNW

N/A

Forward P/E

PZLV

10.13

JUNW

N/A

PEG Ratio

PZLV

0.34

JUNW

N/A

5Y EPS CAGR

PZLV

-3.74%

JUNW

N/A

Debt to Equity

PZLV

73.69%

JUNW

N/A

P/S Ratio

PZLV

0.69

JUNW

N/A

P/B Ratio

PZLV

1.61

JUNW

N/A

PZLV vs JUNW - Historical Returns

Returns include dividend reinvestment.

Period	PZLV	JUNW
1 month	+4.71%	-0.54%
3 months	N/A	+1.44%
6 months	N/A	+2.70%
1 year	N/A	+9.03%
Max(CAGR)	+84.93%	+10.57%

Winner

PZLV

+4.71%

JUNW

-0.54%

PZLV

N/A

JUNW

+1.44%

PZLV

N/A

JUNW

+2.70%

PZLV

N/A

JUNW

+9.03%

Max(CAGR)

Winner

PZLV

+84.93%

JUNW

+10.57%

PZLV vs JUNW - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	PZLV	JUNW
2026	+11.56%	+2.14%
2025	N/A	+11.29%
2024	N/A	+11.33%
2023	N/A	+7.28%

PZLV vs JUNW Drawdown Comparison

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

The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current PZLV drawdown is -0.54%. The current JUNW drawdown is -1.19%.

Rank	PZLV	JUNW
#1	-2.30% Apr 30, 2026 - May 21, 2026	-8.57% Feb 19, 2025 - May 12, 2025
#2	-1.59% Apr 20, 2026 - Apr 30, 2026	-3.86% Sep 14, 2023 - Nov 14, 2023
#3	-0.99% Apr 9, 2026 - Apr 13, 2026	-3.54% Jul 16, 2024 - Aug 19, 2024
#4	-0.56% Jun 2, 2026 - Jun 4, 2026	-2.31% Feb 26, 2026 - Apr 8, 2026
#5	-0.54% Jun 4, 2026 - Jun 5, 2026	-1.70% Aug 1, 2023 - Sep 14, 2023
#6	-0.13% Apr 13, 2026 - Apr 15, 2026	-1.69% Aug 30, 2024 - Sep 16, 2024
#7	-0.13% Apr 1, 2026 - Apr 6, 2026	-1.51% May 16, 2025 - May 27, 2025
#8	-0.01% May 26, 2026 - May 28, 2026	-1.19% Jun 2, 2026 - Jun 5, 2026
#9	N/A	-1.13% Oct 28, 2025 - Nov 26, 2025
#10	N/A	-1.13% Dec 16, 2024 - Jan 15, 2025
#11	N/A	-0.74% Oct 29, 2024 - Nov 6, 2024
#12	N/A	-0.71% Oct 8, 2025 - Oct 20, 2025
#13	N/A	-0.65% Jul 28, 2025 - Aug 8, 2025
#14	N/A	-0.62% Jun 15, 2023 - Jun 30, 2023
#15	N/A	-0.62% Sep 30, 2024 - Oct 11, 2024