PZLV vs PIPE
Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and Invesco SteelPath MLP & Energy Infrastructure ETF (PIPE, ETF).
PZLV vs PIPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PZLV
$65M
Winner
PIPE
$65M
Expense Ratio
Winner
PZLV
0.60%
PIPE
0.75%
Max Drawdown
Winner
PZLV
2.81%
PIPE
15.69%
Sharpe Ratio
Winner
PZLV
3.89
PIPE
1.75
5Y Beta
PZLV
0.46
Winner
PIPE
0.45
P/E Ratio
Winner
PZLV
18.34
PIPE
27.34
Forward P/E
Winner
PZLV
10.59
PIPE
18.14
PEG Ratio
Winner
PZLV
0.34
PIPE
1.00
5Y EPS CAGR
PZLV
-1.85%
PIPE
N/A
Debt to Equity
PZLV
78.25%
PIPE
N/A
P/S Ratio
Winner
PZLV
0.74
PIPE
0.78
P/B Ratio
Winner
PZLV
1.70
PIPE
3.72
PZLV vs PIPE - Holdings Comparison
PZLV and PIPE have 1 common holdings. Overlap is -0.01%
PZLV's top 25 holdings weight is 79.02%. PIPE's top 25 holdings weight is 98.91%.
| Rank | PZLV | PIPE |
|---|---|---|
| #1 | HUMANA INC (HUM) - 7.43% | TARGA RESOURCES CORP (TRGP) - 7.77% |
| #2 | BAXTER INTERNATIONAL INC (BAX) - 4.92% | WILLIAMS COMPANIES INC (WMB) - 6.34% |
| #3 | CVS HEALTH CORP (CVS) - 4.18% | TC ENERGY CORP (n/a) - 6.14% |
| #4 | DOLLAR GENERAL CORP (DG) - 3.67% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 6.03% |
| #5 | MAGNA INTERNATIONAL INC (n/a) - 3.60% | KODIAK GAS SERVICES INC (KGS) - 4.95% |
| #6 | SKYWORKS SOLUTIONS INC (SWKS) - 3.36% | KEYERA CORP (KEYUF) - 4.85% |
| #7 | LEAR CORP (LEA) - 3.35% | PEMBINA PIPELINE CORP (n/a) - 4.78% |
| #8 | CAPITAL ONE FINANCIAL CORP (COF) - 3.29% | ONEOK INC (OKE) - 4.66% |
| #9 | CDW CORP (CDW) - 3.19% | ENBRIDGE INC (n/a) - 4.60% |
| #10 | WELLS FARGO & CO (WFC) - 3.19% | KINDER MORGAN INC CLASS P (KMI) - 4.48% |
| #11 | METLIFE INC (MET) - 3.09% | ENERGY TRANSFER LP (ET) - 4.39% |
| #12 | FRESENIUS MEDICAL CARE AG ADR (FMS) - 3.06% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.21% |
| #13 | GLOBE LIFE INC (GL) - 3.04% | CHENIERE ENERGY INC (LNG) - 4.08% |
| #14 | ROBERT HALF INC (RHI) - 2.99% | MPLX LP PARTNERSHIP UNITS (MPLX) - 3.86% |
| #15 | US DOLLARS (n/a) - 2.84% | SOUTH BOW CORP (SOBO) - 3.85% |
| #16 | PPG INDUSTRIES INC (PPG) - 2.72% | ANTERO MIDSTREAM CORP (AM) - 3.18% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.69% | GENESIS ENERGY LP (GEL) - 3.10% |
| #18 | COREBRIDGE FINANCIAL INC (CRBG) - 2.69% | SUNOCOCORP LLC COMMON UNITS (SUNC) - 3.08% |
| #19 | CITIGROUP INC (C) - 2.56% | WESTERN MIDSTREAM PARTNERS LP (WES) - 2.66% |
| #20 | LKQ CORP (LKQ) - 2.37% | KINETIK HOLDINGS INC (KNTK) - 2.58% |
| #21 | GLOBAL PAYMENTS INC (GPN) - 2.33% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.35% |
| #22 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 2.27% | ALTAGAS LTD (n/a) - 2.07% |
| #23 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.09% | ARCHROCK INC (AROC) - 2.05% |
| #24 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.07% | HESS MIDSTREAM LP CLASS A (HESM) - 1.57% |
| #25 | TYSON FOODS INC CLASS A (TSN) - 2.03% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.28% |
| Total Holdings | 41 | 26 |
PZLV vs PIPE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PZLV
+6.14%
PIPE
+4.35%
3M
Winner
PZLV
+10.38%
PIPE
+10.07%
6M
PZLV
N/A
PIPE
+26.65%
1Y
PZLV
N/A
PIPE
+36.25%
Max(CAGR)
Winner
PZLV
+76.11%
PIPE
+20.95%
PZLV vs PIPE - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PZLV | PIPE |
|---|---|---|
| 2026 | +18.77% | +29.42% |
| 2025 | N/A | +0.16% |
PZLV vs PIPE Drawdown Comparison
The maximum drawdown for PZLV was -2.81%, occurring on Jun 22, 2026. Recovery took 12 trading sessions.
The maximum drawdown for PIPE was -15.69%, occurring on Apr 8, 2025. Recovery took 201 trading sessions.
The current PZLV drawdown is -0.37%. The current PIPE drawdown is -1.58%.
| Rank | PZLV | PIPE |
|---|---|---|
| #1 | -2.81% Jun 15, 2026 - Jul 2, 2026 | -15.69% Apr 2, 2025 - Jan 21, 2026 |
| #2 | -2.30% Apr 30, 2026 - May 21, 2026 | -7.21% May 19, 2026 - May 29, 2026 |
| #3 | -2.01% Jul 7, 2026 - Jul 13, 2026 | -5.80% Feb 20, 2025 - Mar 17, 2025 |
| #4 | -1.59% Apr 20, 2026 - Apr 30, 2026 | -5.61% Mar 30, 2026 - Apr 30, 2026 |
| #5 | -1.21% Jul 13, 2026 - Jul 16, 2026 | -3.63% Apr 30, 2026 - May 14, 2026 |
| #6 | -0.99% Apr 9, 2026 - Apr 13, 2026 | -1.78% Mar 2, 2026 - Mar 19, 2026 |
| #7 | -0.83% Jul 16, 2026 - Jul 20, 2026 | -1.48% Mar 24, 2025 - Apr 2, 2025 |
| #8 | -0.65% Jun 9, 2026 - Jun 11, 2026 | -1.41% Jan 29, 2026 - Feb 3, 2026 |
| #9 | -0.56% Jun 2, 2026 - Jun 4, 2026 | -0.88% Mar 20, 2025 - Mar 24, 2025 |
| #10 | -0.54% Jun 4, 2026 - Jun 9, 2026 | -0.61% Mar 19, 2026 - Mar 23, 2026 |
| #11 | -0.13% Apr 13, 2026 - Apr 15, 2026 | -0.37% Feb 13, 2026 - Feb 19, 2026 |
| #12 | -0.13% Apr 1, 2026 - Apr 6, 2026 | -0.16% Feb 11, 2026 - Feb 13, 2026 |
| #13 | -0.01% May 26, 2026 - May 28, 2026 | -0.16% Feb 23, 2026 - Feb 26, 2026 |
| #14 | N/A | -0.12% Mar 26, 2026 - Mar 30, 2026 |
| #15 | N/A | -0.09% Mar 17, 2025 - Mar 19, 2025 |
Correlation
Correlation between PZLV and PIPE is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
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