PZLV vs RSPC

Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and INVESCO S&P 500 (R) EQUAL WEIGHT COMMUNICATION SERVICES ETF (RSPC, ETF).

PZLV vs RSPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PZLV(ETF)	RSPC(ETF)
Net Assets	$62M	$62M
Expense Ratio	0.60%	0.40%
Max Drawdown	2.30%	39.30%
Sharpe Ratio	4.87	-0.12
5Y Beta	0.65	0.64
P/E Ratio	18.41	21.90
Forward P/E	10.14	11.29
PEG Ratio	0.33	0.46
5Y Dividends CAGR	N/A	11.78%
5Y EPS CAGR	-2.88%	16.62%
Debt to Equity	73.66%	44.26%
P/S Ratio	0.72	1.58
P/B Ratio	1.60	2.61

Net Assets

PZLV

$62M

Winner

RSPC

$62M

Expense Ratio

PZLV

0.60%

Winner

RSPC

0.40%

Max Drawdown

Winner

PZLV

2.30%

RSPC

39.30%

Sharpe Ratio

Winner

PZLV

4.87

RSPC

-0.12

5Y Beta

PZLV

0.65

Winner

RSPC

0.64

P/E Ratio

Winner

PZLV

18.41

RSPC

21.90

Forward P/E

Winner

PZLV

10.14

RSPC

11.29

PEG Ratio

Winner

PZLV

0.33

RSPC

0.46

5Y Dividends CAGR

PZLV

N/A

RSPC

11.78%

5Y EPS CAGR

PZLV

-2.88%

Winner

RSPC

16.62%

Debt to Equity

PZLV

73.66%

Winner

RSPC

44.26%

P/S Ratio

Winner

PZLV

0.72

RSPC

1.58

P/B Ratio

Winner

PZLV

1.60

RSPC

2.61

PZLV vs RSPC - Holdings Comparison

PZLV and RSPC have 1 common holdings. Overlap is 0.00%

PZLV's top 25 holdings weight is 76.60%. RSPC's top 25 holdings weight is 99.98%.

Rank	PZLV	RSPC
#1	HUMANA INC (HUM) - 5.83%	ECHOSTAR CORP CLASS A (SATS) - 5.16%
#2	BAXTER INTERNATIONAL INC (BAX) - 4.61%	PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 5.08%
#3	SKYWORKS SOLUTIONS INC (SWKS) - 4.27%	PINTEREST INC CLASS A (PINS) - 5.04%
#4	CVS HEALTH CORP (CVS) - 3.79%	TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.93%
#5	LEAR CORP (LEA) - 3.71%	TKO GROUP HOLDINGS INC (TKO) - 4.74%
#6	MAGNA INTERNATIONAL INC (n/a) - 3.70%	ELECTRONIC ARTS INC (EA) - 4.73%
#7	DOLLAR GENERAL CORP (DG) - 3.40%	LIVE NATION ENTERTAINMENT INC (LYV) - 4.73%
#8	CAPITAL ONE FINANCIAL CORP (COF) - 3.16%	THE WALT DISNEY CO (DIS) - 4.70%
#9	METLIFE INC (MET) - 3.14%	WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.57%
#10	WELLS FARGO & CO (WFC) - 3.10%	NEW YORK TIMES CO CLASS A (NYT) - 4.50%
#11	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.89%	VERIZON COMMUNICATIONS INC (VZ) - 4.42%
#12	BRISTOL-MYERS SQUIBB CO (BMY) - 2.80%	OMNICOM GROUP INC (OMC) - 4.40%
#13	GLOBE LIFE INC (GL) - 2.76%	META PLATFORMS INC CLASS A (META) - 4.27%
#14	ROBERT HALF INC (RHI) - 2.72%	AT&T INC (T) - 4.25%
#15	COREBRIDGE FINANCIAL INC (CRBG) - 2.66%	T-MOBILE US INC (TMUS) - 4.14%
#16	CDW CORP (CDW) - 2.54%	NETFLIX INC (NFLX) - 4.11%
#17	PPG INDUSTRIES INC (PPG) - 2.53%	COMCAST CORP CLASS A (CMCSA) - 3.81%
#18	LKQ CORP (LKQ) - 2.53%	NEWS CORP CLASS A (NWSA) - 3.71%
#19	FRESENIUS MEDICAL CARE AG ADR (FMS) - 2.49%	THE TRADE DESK INC CLASS A (TTD) - 3.62%
#20	GLOBAL PAYMENTS INC (GPN) - 2.43%	FOX CORP CLASS A (FOXA) - 3.24%
#21	KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 2.41%	ALPHABET INC CLASS A (GOOGL) - 3.04%
#22	TYSON FOODS INC CLASS A (TSN) - 2.40%	CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.93%
#23	CITIGROUP INC (C) - 2.39%	ALPHABET INC CLASS C (GOOG) - 2.42%
#24	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.25%	FOX CORP CLASS B (FOX) - 2.04%
#25	PVH CORP (PVH) - 2.09%	NEWS CORP CLASS B (NWS) - 1.40%
Total Holdings	43	27

PZLV vs RSPC - Historical Returns

Returns include dividend reinvestment.

Period	PZLV	RSPC
1 month	+8.60%	-3.05%
3 months	N/A	-2.95%
6 months	N/A	-6.51%
1 year	N/A	+1.93%
5 years(CAGR)	N/A	-0.09%
Max(CAGR)	+103.96%	+6.64%

Winner

PZLV

+8.60%

RSPC

-3.05%

PZLV

N/A

RSPC

-2.95%

PZLV

N/A

RSPC

-6.51%

PZLV

N/A

RSPC

+1.93%

5Y(CAGR)

PZLV

N/A

RSPC

-0.09%

Max(CAGR)

Winner

PZLV

+103.96%

RSPC

+6.64%

PZLV vs RSPC - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	PZLV	RSPC
2026	+15.08%	-7.08%
2025	N/A	+17.87%
2024	N/A	+18.33%
2023	N/A	+16.85%
2022	N/A	-29.93%
2021	N/A	+16.05%
2020	N/A	+22.06%
2019	N/A	+19.40%
2018	N/A	-11.38%

PZLV vs RSPC Drawdown Comparison

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

The maximum drawdown for RSPC was -38.03%, occurring on Sep 30, 2022. Recovery took 1077 trading sessions.

The current RSPC drawdown is -10.40%.

Rank	PZLV	RSPC
#1	-2.30% Apr 30, 2026 - May 21, 2026	-38.03% Mar 16, 2021 - Jun 30, 2025
#2	-1.59% Apr 20, 2026 - Apr 30, 2026	-33.53% Feb 19, 2020 - Aug 14, 2020
#3	-0.99% Apr 9, 2026 - Apr 13, 2026	-15.79% Nov 15, 2018 - Apr 10, 2019
#4	-0.65% Jun 9, 2026 - Jun 11, 2026	-10.92% Sep 30, 2025 - Mar 27, 2026
#5	-0.56% Jun 2, 2026 - Jun 4, 2026	-9.96% Sep 2, 2020 - Nov 13, 2020
#6	-0.54% Jun 4, 2026 - Jun 9, 2026	-8.84% Jul 15, 2019 - Dec 19, 2019
#7	-0.13% Apr 13, 2026 - Apr 15, 2026	-7.29% Apr 29, 2019 - Jul 1, 2019
#8	-0.13% Apr 1, 2026 - Apr 6, 2026	-5.04% Jan 17, 2020 - Feb 12, 2020
#9	-0.01% May 26, 2026 - May 28, 2026	-4.50% Jul 23, 2025 - Aug 13, 2025
#10	N/A	-4.13% Jan 26, 2021 - Feb 5, 2021
#11	N/A	-2.63% Dec 15, 2020 - Dec 28, 2020
#12	N/A	-2.37% Jul 1, 2025 - Jul 23, 2025
#13	N/A	-1.98% Feb 24, 2021 - Mar 1, 2021
#14	N/A	-1.58% Jan 8, 2021 - Jan 20, 2021
#15	N/A	-1.47% Sep 8, 2025 - Sep 11, 2025

Correlation

Correlation between PZLV and RSPC is -0.99 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.99

-101