PZLV vs SEMG

Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and SUNCOAST SELECT GROWTH ETF (SEMG, ETF).

PZLV vs SEMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PZLV(ETF)	SEMG(ETF)
Net Assets	$62M	$62M
Expense Ratio	0.60%	0.60%
Max Drawdown	2.30%	90.74%
Sharpe Ratio	4.87	-0.19
5Y Beta	0.65	0.91
P/E Ratio	18.41	28.79
Forward P/E	10.14	23.65
PEG Ratio	0.33	0.52
5Y EPS CAGR	-2.88%	37.48%
Debt to Equity	73.66%	34.05%
P/S Ratio	0.72	3.06
P/B Ratio	1.60	8.82

Net Assets

PZLV

$62M

Winner

SEMG

$62M

Expense Ratio

PZLV

0.60%

SEMG

0.60%

Max Drawdown

Winner

PZLV

2.30%

SEMG

90.74%

Sharpe Ratio

Winner

PZLV

4.87

SEMG

-0.19

5Y Beta

Winner

PZLV

0.65

SEMG

0.91

P/E Ratio

Winner

PZLV

18.41

SEMG

28.79

Forward P/E

Winner

PZLV

10.14

SEMG

23.65

PEG Ratio

Winner

PZLV

0.33

SEMG

0.52

5Y EPS CAGR

PZLV

-2.88%

Winner

SEMG

37.48%

Debt to Equity

PZLV

73.66%

Winner

SEMG

34.05%

P/S Ratio

Winner

PZLV

0.72

SEMG

3.06

P/B Ratio

Winner

PZLV

1.60

SEMG

8.82

PZLV vs SEMG - Holdings Comparison

PZLV and SEMG have 1 common holdings. Overlap is -0.01%

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

Rank	PZLV	SEMG
#1	HUMANA INC (HUM) - 5.83%	ALPHABET INC CLASS A (GOOGL) - 13.73%
#2	BAXTER INTERNATIONAL INC (BAX) - 4.61%	NVIDIA CORP (NVDA) - 11.85%
#3	SKYWORKS SOLUTIONS INC (SWKS) - 4.27%	MICROSOFT CORP (MSFT) - 7.80%
#4	CVS HEALTH CORP (CVS) - 3.79%	VISA INC CLASS A (V) - 5.42%
#5	LEAR CORP (LEA) - 3.71%	BROADCOM INC (AVGO) - 5.34%
#6	MAGNA INTERNATIONAL INC (n/a) - 3.70%	APPLE INC (AAPL) - 5.03%
#7	DOLLAR GENERAL CORP (DG) - 3.40%	W.W. GRAINGER INC (GWW) - 4.66%
#8	CAPITAL ONE FINANCIAL CORP (COF) - 3.16%	MCKESSON CORP (MCK) - 4.53%
#9	METLIFE INC (MET) - 3.14%	ELI LILLY AND CO (LLY) - 4.30%
#10	WELLS FARGO & CO (WFC) - 3.10%	MASTERCARD INC CLASS A (MA) - 3.53%
#11	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.89%	STRYKER CORP (SYK) - 3.37%
#12	BRISTOL-MYERS SQUIBB CO (BMY) - 2.80%	META PLATFORMS INC CLASS A (META) - 3.31%
#13	GLOBE LIFE INC (GL) - 2.76%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.99%
#14	ROBERT HALF INC (RHI) - 2.72%	S&P GLOBAL INC (SPGI) - 2.83%
#15	COREBRIDGE FINANCIAL INC (CRBG) - 2.66%	APPLIED MATERIALS INC (AMAT) - 2.74%
#16	CDW CORP (CDW) - 2.54%	SERVICENOW INC (NOW) - 2.49%
#17	PPG INDUSTRIES INC (PPG) - 2.53%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.43%
#18	LKQ CORP (LKQ) - 2.53%	INTUIT INC (INTU) - 2.41%
#19	FRESENIUS MEDICAL CARE AG ADR (FMS) - 2.49%	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.25%
#20	GLOBAL PAYMENTS INC (GPN) - 2.43%	EATON CORP PLC (ETN) - 2.00%
#21	KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 2.41%	AMPHENOL CORP CLASS A (APH) - 1.89%
#22	TYSON FOODS INC CLASS A (TSN) - 2.40%	TJX COMPANIES INC (TJX) - 1.84%
#23	CITIGROUP INC (C) - 2.39%	AON PLC CLASS A (AON) - 1.79%
#24	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.25%	UBER TECHNOLOGIES INC (UBER) - 1.46%
#25	PVH CORP (PVH) - 2.09%	OTHER ASSETS AND LIABILITIES (n/a) - -0.01%
Total Holdings	43	25

PZLV vs SEMG - Historical Returns

Returns include dividend reinvestment.

Period	PZLV	SEMG
1 month	+8.60%	-1.16%
3 months	N/A	+4.55%
6 months	N/A	-3.80%
1 year	N/A	+0.20%
5 years(CAGR)	N/A	+8.86%
10 years(CAGR)	N/A	+1.95%
Max(CAGR)	+103.96%	+3.77%

Winner

PZLV

+8.60%

SEMG

-1.16%

PZLV

N/A

SEMG

+4.55%

PZLV

N/A

SEMG

-3.80%

PZLV

N/A

SEMG

+0.20%

5Y(CAGR)

PZLV

N/A

SEMG

+8.86%

10Y(CAGR)

PZLV

N/A

SEMG

+1.95%

Max(CAGR)

Winner

PZLV

+103.96%

SEMG

+3.77%

PZLV vs SEMG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PZLV	SEMG
2026	+15.08%	-3.85%
2025	N/A	+8.27%
2019	N/A	+22.39%
2018	N/A	-51.20%
2017	N/A	-23.76%
2016	N/A	+59.94%
2015	N/A	-57.09%
2014	N/A	+8.81%
2013	N/A	+63.27%
2012	N/A	+46.97%
2011	N/A	-4.89%
2010	N/A	+18.13%

PZLV vs SEMG Drawdown Comparison

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

The maximum drawdown for SEMG was -86.19%, occurring on Aug 27, 2019. This drawdown has not yet recovered.

The current SEMG drawdown is -54.65%.

Rank	PZLV	SEMG
#1	-2.30% Apr 30, 2026 - May 21, 2026	-86.19% Sep 3, 2014 - Aug 27, 2019
#2	-1.59% Apr 20, 2026 - Apr 30, 2026	-46.65% Mar 23, 2011 - Aug 3, 2012
#3	-0.99% Apr 9, 2026 - Apr 13, 2026	-11.56% Oct 17, 2012 - Jan 2, 2013
#4	-0.65% Jun 9, 2026 - Jun 11, 2026	-10.71% May 20, 2013 - Jul 5, 2013
#5	-0.56% Jun 2, 2026 - Jun 4, 2026	-10.04% Jul 8, 2013 - Oct 16, 2013
#6	-0.54% Jun 4, 2026 - Jun 9, 2026	-7.50% Dec 31, 2013 - Feb 28, 2014
#7	-0.13% Apr 13, 2026 - Apr 15, 2026	-6.79% Apr 11, 2013 - May 2, 2013
#8	-0.13% Apr 1, 2026 - Apr 6, 2026	-5.99% Apr 3, 2014 - May 23, 2014
#9	-0.01% May 26, 2026 - May 28, 2026	-5.82% Jul 23, 2014 - Aug 11, 2014
#10	N/A	-5.78% Mar 4, 2014 - Apr 3, 2014
#11	N/A	-5.74% Aug 17, 2012 - Sep 14, 2012
#12	N/A	-5.56% Nov 26, 2013 - Dec 20, 2013
#13	N/A	-5.48% Feb 13, 2013 - Mar 5, 2013
#14	N/A	-4.98% Nov 19, 2010 - Dec 7, 2010
#15	N/A	-4.95% Oct 22, 2013 - Nov 26, 2013