SEMG vs PZLV

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

SEMG vs PZLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SEMG

$62M

PZLV

$62M

Expense Ratio

SEMG

0.60%

PZLV

0.60%

Max Drawdown

SEMG

90.74%

Winner

PZLV

2.30%

Sharpe Ratio

SEMG

-0.19

Winner

PZLV

4.87

5Y Beta

SEMG

0.91

Winner

PZLV

0.65

P/E Ratio

SEMG

28.79

Winner

PZLV

18.41

Forward P/E

SEMG

23.65

Winner

PZLV

10.14

PEG Ratio

SEMG

0.52

Winner

PZLV

0.33

5Y EPS CAGR

Winner

SEMG

37.48%

PZLV

-2.88%

Debt to Equity

Winner

SEMG

34.05%

PZLV

73.66%

P/S Ratio

SEMG

3.06

Winner

PZLV

0.72

P/B Ratio

SEMG

8.82

Winner

PZLV

1.60

SEMG vs PZLV - Holdings Comparison

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

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

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

SEMG vs PZLV - Historical Returns

Returns include dividend reinvestment.

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

SEMG

-1.16%

Winner

PZLV

+8.60%

SEMG

+4.55%

PZLV

N/A

SEMG

-3.80%

PZLV

N/A

SEMG

+0.20%

PZLV

N/A

5Y(CAGR)

SEMG

+8.86%

PZLV

N/A

10Y(CAGR)

SEMG

+1.95%

PZLV

N/A

Max(CAGR)

SEMG

+3.77%

Winner

PZLV

+103.96%

SEMG vs PZLV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

SEMG vs PZLV Drawdown Comparison

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

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

The current SEMG drawdown is -54.65%.

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