RSPC vs PZLV

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

RSPC vs PZLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

RSPC

$62M

PZLV

$62M

Expense Ratio

Winner

RSPC

0.40%

PZLV

0.60%

Max Drawdown

RSPC

39.30%

Winner

PZLV

2.30%

Sharpe Ratio

RSPC

-0.12

Winner

PZLV

4.87

5Y Beta

Winner

RSPC

0.64

PZLV

0.65

P/E Ratio

RSPC

21.90

Winner

PZLV

18.41

Forward P/E

RSPC

11.29

Winner

PZLV

10.14

PEG Ratio

RSPC

0.46

Winner

PZLV

0.33

5Y Dividends CAGR

RSPC

11.78%

PZLV

N/A

5Y EPS CAGR

Winner

RSPC

16.62%

PZLV

-2.88%

Debt to Equity

Winner

RSPC

44.26%

PZLV

73.66%

P/S Ratio

RSPC

1.58

Winner

PZLV

0.72

P/B Ratio

RSPC

2.61

Winner

PZLV

1.60

RSPC vs PZLV - Holdings Comparison

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

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

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

RSPC vs PZLV - Historical Returns

Returns include dividend reinvestment.

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

RSPC

-3.05%

Winner

PZLV

+8.60%

RSPC

-2.95%

PZLV

N/A

RSPC

-6.51%

PZLV

N/A

RSPC

+1.93%

PZLV

N/A

5Y(CAGR)

RSPC

-0.09%

PZLV

N/A

Max(CAGR)

RSPC

+6.64%

Winner

PZLV

+103.96%

RSPC vs PZLV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

RSPC vs PZLV Drawdown Comparison

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

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

The current RSPC drawdown is -10.40%.

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

Correlation

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

-0.99

-101