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