PZLV vs VUSV
Comparison between Pzena U.S. Large Cap Value (PZLV, ETF) and VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF SHARES (VUSV, ETF).
PZLV vs VUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PZLV
$60M
VUSV
$60M
Expense Ratio
PZLV
0.60%
Winner
VUSV
0.30%
Max Drawdown
Winner
PZLV
2.30%
VUSV
7.06%
Sharpe Ratio
Winner
PZLV
4.19
VUSV
1.73
5Y Beta
Winner
PZLV
0.66
VUSV
0.74
P/E Ratio
Winner
PZLV
18.82
VUSV
24.36
Forward P/E
Winner
PZLV
10.13
VUSV
16.50
PEG Ratio
Winner
PZLV
0.34
VUSV
0.43
5Y EPS CAGR
PZLV
-3.74%
Winner
VUSV
11.15%
Debt to Equity
PZLV
73.69%
Winner
VUSV
67.35%
P/S Ratio
Winner
PZLV
0.69
VUSV
1.78
P/B Ratio
Winner
PZLV
1.61
VUSV
2.91
PZLV vs VUSV - Holdings Comparison
PZLV and VUSV have 6 common holdings. Overlap is 4.49%
PZLV's top 25 holdings weight is 76.60%. VUSV's top 25 holdings weight is 45.99%.
| Rank | PZLV | VUSV |
|---|---|---|
| #1 | HUMANA INC (HUM) - 5.83% | MICROSOFT CORP (MSFT) - 2.87% |
| #2 | BAXTER INTERNATIONAL INC (BAX) - 4.61% | AMAZON.COM INC (AMZN) - 2.86% |
| #3 | SKYWORKS SOLUTIONS INC (SWKS) - 4.27% | ALPHABET INC CLASS A (GOOGL) - 2.66% |
| #4 | CVS HEALTH CORP (CVS) - 3.79% | MERCK & CO INC (MRK) - 2.64% |
| #5 | LEAR CORP (LEA) - 3.71% | SLB LTD (SLB) - 2.25% |
| #6 | MAGNA INTERNATIONAL INC (n/a) - 3.70% | CHUBB LTD (CB) - 2.24% |
| #7 | DOLLAR GENERAL CORP (DG) - 3.40% | MKTLIQ 12/31/2049 (n/a) - 2.11% |
| #8 | CAPITAL ONE FINANCIAL CORP (COF) - 3.16% | ASML HOLDING NV ADR (ASML) - 1.89% |
| #9 | METLIFE INC (MET) - 3.14% | DOVER CORP (DOV) - 1.73% |
| #10 | WELLS FARGO & CO (WFC) - 3.10% | MORGAN STANLEY (MS) - 1.69% |
| #11 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 2.89% | EQUINIX INC (EQIX) - 1.69% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.80% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.67% |
| #13 | GLOBE LIFE INC (GL) - 2.76% | T-MOBILE US INC (TMUS) - 1.66% |
| #14 | ROBERT HALF INC (RHI) - 2.72% | SEMPRA (SRE) - 1.65% |
| #15 | COREBRIDGE FINANCIAL INC (CRBG) - 2.66% | VALERO ENERGY CORP (VLO) - 1.58% |
| #16 | CDW CORP (CDW) - 2.54% | ASTRAZENECA PLC (AZN) - 1.56% |
| #17 | PPG INDUSTRIES INC (PPG) - 2.53% | M&T BANK CORP (MTB) - 1.55% |
| #18 | LKQ CORP (LKQ) - 2.53% | DEERE & CO (DE) - 1.55% |
| #19 | FRESENIUS MEDICAL CARE AG ADR (FMS) - 2.49% | EMERSON ELECTRIC CO (EMR) - 1.54% |
| #20 | GLOBAL PAYMENTS INC (GPN) - 2.43% | CONOCOPHILLIPS (COP) - 1.53% |
| #21 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 2.41% | PROLOGIS INC (PLD) - 1.53% |
| #22 | TYSON FOODS INC CLASS A (TSN) - 2.40% | TYSON FOODS INC CLASS A (TSN) - 1.45% |
| #23 | CITIGROUP INC (C) - 2.39% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.37% |
| #24 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.25% | NORTHROP GRUMMAN CORP (NOC) - 1.36% |
| #25 | PVH CORP (PVH) - 2.09% | RELIANCE INC (RS) - 1.36% |
| Total Holdings | 43 | 90 |
PZLV vs VUSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PZLV
+4.71%
VUSV
+2.17%
3M
PZLV
N/A
VUSV
+4.43%
6M
PZLV
N/A
VUSV
+8.52%
Max(CAGR)
Winner
PZLV
+84.93%
VUSV
+26.52%
PZLV vs VUSV - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PZLV | VUSV |
|---|---|---|
| 2026 | +11.56% | +7.10% |
| 2025 | N/A | +5.47% |
PZLV vs VUSV Drawdown Comparison
The maximum drawdown for PZLV was -2.30%, occurring on May 13, 2026. Recovery took 15 trading sessions.
The maximum drawdown for VUSV was -7.06%, occurring on Mar 30, 2026. Recovery took 46 trading sessions.
The current PZLV drawdown is -0.54%. The current VUSV drawdown is -1.10%.
| Rank | PZLV | VUSV |
|---|---|---|
| #1 | -2.30% Apr 30, 2026 - May 21, 2026 | -7.06% Feb 11, 2026 - Apr 20, 2026 |
| #2 | -1.59% Apr 20, 2026 - Apr 30, 2026 | -2.03% Jan 15, 2026 - Feb 11, 2026 |
| #3 | -0.99% Apr 9, 2026 - Apr 13, 2026 | -1.78% Dec 11, 2025 - Dec 26, 2025 |
| #4 | -0.56% Jun 2, 2026 - Jun 4, 2026 | -1.59% May 6, 2026 - May 22, 2026 |
| #5 | -0.54% Jun 4, 2026 - Jun 5, 2026 | -1.34% Nov 18, 2025 - Nov 21, 2025 |
| #6 | -0.13% Apr 13, 2026 - Apr 15, 2026 | -1.12% Jan 6, 2026 - Jan 8, 2026 |
| #7 | -0.13% Apr 1, 2026 - Apr 6, 2026 | -1.10% Jun 4, 2026 - Jun 5, 2026 |
| #8 | -0.01% May 26, 2026 - May 28, 2026 | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #9 | N/A | -0.91% Apr 30, 2026 - May 6, 2026 |
| #10 | N/A | -0.80% Dec 5, 2025 - Dec 10, 2025 |
| #11 | N/A | -0.62% May 26, 2026 - May 28, 2026 |
| #12 | N/A | -0.60% Apr 20, 2026 - Apr 30, 2026 |
| #13 | N/A | -0.52% Jun 2, 2026 - Jun 4, 2026 |
| #14 | N/A | -0.37% Nov 28, 2025 - Dec 3, 2025 |
| #15 | N/A | -0.32% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between PZLV and VUSV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
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