PZLV vs LCF
Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and TOUCHSTONE US LARGE CAP FOCUSED ETF (LCF, ETF).
PZLV vs LCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PZLV
$65M
Winner
LCF
$65M
Expense Ratio
PZLV
0.60%
Winner
LCF
0.56%
Max Drawdown
Winner
PZLV
2.81%
LCF
18.28%
Sharpe Ratio
Winner
PZLV
3.89
LCF
0.74
5Y Beta
Winner
PZLV
0.46
LCF
0.92
P/E Ratio
Winner
PZLV
18.34
LCF
27.34
Forward P/E
Winner
PZLV
10.59
LCF
20.57
PEG Ratio
Winner
PZLV
0.34
LCF
0.69
5Y EPS CAGR
PZLV
-1.85%
Winner
LCF
25.30%
Debt to Equity
PZLV
78.25%
Winner
LCF
47.82%
P/S Ratio
Winner
PZLV
0.74
LCF
3.27
P/B Ratio
Winner
PZLV
1.70
LCF
5.11
PZLV vs LCF - Holdings Comparison
PZLV and LCF have 4 common holdings. Overlap is 4.30%
PZLV's top 25 holdings weight is 79.02%. LCF's top 25 holdings weight is 82.50%.
| Rank | PZLV | LCF |
|---|---|---|
| #1 | HUMANA INC (HUM) - 7.43% | ALPHABET INC CLASS C (GOOG) - 9.35% |
| #2 | BAXTER INTERNATIONAL INC (BAX) - 4.92% | APPLE INC (AAPL) - 8.05% |
| #3 | CVS HEALTH CORP (CVS) - 4.18% | NVIDIA CORP (NVDA) - 7.63% |
| #4 | DOLLAR GENERAL CORP (DG) - 3.67% | MICROSOFT CORP (MSFT) - 7.18% |
| #5 | MAGNA INTERNATIONAL INC (n/a) - 3.60% | META PLATFORMS INC CLASS A (META) - 5.93% |
| #6 | SKYWORKS SOLUTIONS INC (SWKS) - 3.36% | AMAZON.COM INC (AMZN) - 5.82% |
| #7 | LEAR CORP (LEA) - 3.35% | BANK OF AMERICA CORP (BAC) - 3.39% |
| #8 | CAPITAL ONE FINANCIAL CORP (COF) - 3.29% | APPLIED MATERIALS INC (AMAT) - 3.12% |
| #9 | CDW CORP (CDW) - 3.19% | BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 2.48% |
| #10 | WELLS FARGO & CO (WFC) - 3.19% | BROADCOM INC (AVGO) - 2.46% |
| #11 | METLIFE INC (MET) - 3.09% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.34% |
| #12 | FRESENIUS MEDICAL CARE AG ADR (FMS) - 3.06% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.29% |
| #13 | GLOBE LIFE INC (GL) - 3.04% | VISA INC CLASS A (V) - 2.23% |
| #14 | ROBERT HALF INC (RHI) - 2.99% | CHARLES SCHWAB CORP (SCHW) - 2.05% |
| #15 | US DOLLARS (n/a) - 2.84% | JOHNSON & JOHNSON (JNJ) - 1.86% |
| #16 | PPG INDUSTRIES INC (PPG) - 2.72% | BOEING CO (BA) - 1.78% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.69% | TEXAS INSTRUMENTS INC (TXN) - 1.76% |
| #18 | COREBRIDGE FINANCIAL INC (CRBG) - 2.69% | MONSTER BEVERAGE CORP (MNST) - 1.74% |
| #19 | CITIGROUP INC (C) - 2.56% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.71% |
| #20 | LKQ CORP (LKQ) - 2.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63% |
| #21 | GLOBAL PAYMENTS INC (GPN) - 2.33% | MEDTRONIC PLC (MDT) - 1.61% |
| #22 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 2.27% | ORACLE CORP (ORCL) - 1.58% |
| #23 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.09% | MARKEL GROUP INC (MKL) - 1.58% |
| #24 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.07% | BECTON DICKINSON & CO (BDX) - 1.47% |
| #25 | TYSON FOODS INC CLASS A (TSN) - 2.03% | UNITEDHEALTH GROUP INC (UNH) - 1.46% |
| Total Holdings | 41 | 46 |
PZLV vs LCF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PZLV
+6.14%
LCF
+3.05%
3M
Winner
PZLV
+10.38%
LCF
+3.72%
6M
PZLV
N/A
LCF
+5.09%
1Y
PZLV
N/A
LCF
+12.68%
Max(CAGR)
Winner
PZLV
+76.11%
LCF
+15.43%
PZLV vs LCF - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PZLV | LCF |
|---|---|---|
| 2026 | +18.77% | +4.75% |
| 2025 | N/A | +17.55% |
| 2024 | N/A | +21.36% |
| 2023 | N/A | +26.11% |
| 2022 | N/A | -5.21% |
PZLV vs LCF Drawdown Comparison
The maximum drawdown for PZLV was -2.81%, occurring on Jun 22, 2026. Recovery took 12 trading sessions.
The maximum drawdown for LCF was -18.28%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current PZLV drawdown is -0.37%. The current LCF drawdown is -1.52%.
| Rank | PZLV | LCF |
|---|---|---|
| #1 | -2.81% Jun 15, 2026 - Jul 2, 2026 | -18.28% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -2.30% Apr 30, 2026 - May 21, 2026 | -15.29% Aug 16, 2022 - Feb 7, 2023 |
| #3 | -2.01% Jul 7, 2026 - Jul 13, 2026 | -11.67% Jan 28, 2026 - Apr 22, 2026 |
| #4 | -1.59% Apr 20, 2026 - Apr 30, 2026 | -9.47% Jul 31, 2023 - Nov 30, 2023 |
| #5 | -1.21% Jul 13, 2026 - Jul 16, 2026 | -7.21% Feb 7, 2023 - Apr 13, 2023 |
| #6 | -0.99% Apr 9, 2026 - Apr 13, 2026 | -6.57% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -0.83% Jul 16, 2026 - Jul 20, 2026 | -5.67% Jun 1, 2026 - Jul 15, 2026 |
| #8 | -0.65% Jun 9, 2026 - Jun 11, 2026 | -5.26% Oct 28, 2025 - Dec 22, 2025 |
| #9 | -0.56% Jun 2, 2026 - Jun 4, 2026 | -4.60% Mar 27, 2024 - May 15, 2024 |
| #10 | -0.54% Jun 4, 2026 - Jun 9, 2026 | -4.41% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -0.13% Apr 13, 2026 - Apr 15, 2026 | -3.73% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -0.13% Apr 1, 2026 - Apr 6, 2026 | -3.06% Sep 22, 2025 - Oct 24, 2025 |
| #13 | -0.01% May 26, 2026 - May 28, 2026 | -2.90% Jan 12, 2026 - Jan 27, 2026 |
| #14 | N/A | -2.70% May 21, 2024 - Jun 7, 2024 |
| #15 | N/A | -2.61% Apr 28, 2023 - May 17, 2023 |
Correlation
Correlation between PZLV and LCF is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
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