WRND vs PZIV

Comparison between NYLI GLOBAL EQUITY R&D LEADERS ETF (WRND, ETF) and Pzena International Value (PZIV, ETF).

WRND vs PZIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WRND(ETF)	PZIV(ETF)
Net Assets	$11M	$11M
Expense Ratio	0.18%	0.70%
Max Drawdown	28.20%	3.53%
Sharpe Ratio	1.59	2.93
5Y Beta	1.00	1.05
P/E Ratio	34.22	N/A
Forward P/E	25.56	N/A
PEG Ratio	0.44	N/A
5Y EPS CAGR	32.21%	N/A
Debt to Equity	-67.66%	N/A
P/S Ratio	6.04	N/A
P/B Ratio	9.88	N/A

Net Assets

Winner

WRND

$11M

PZIV

$11M

Expense Ratio

Winner

WRND

0.18%

PZIV

0.70%

Max Drawdown

WRND

28.20%

Winner

PZIV

3.53%

Sharpe Ratio

WRND

1.59

Winner

PZIV

2.93

5Y Beta

Winner

WRND

1.00

PZIV

1.05

P/E Ratio

WRND

34.22

PZIV

N/A

Forward P/E

WRND

25.56

PZIV

N/A

PEG Ratio

WRND

0.44

PZIV

N/A

5Y EPS CAGR

WRND

32.21%

PZIV

N/A

Debt to Equity

WRND

-67.66%

PZIV

N/A

P/S Ratio

WRND

6.04

PZIV

N/A

P/B Ratio

WRND

9.88

PZIV

N/A

WRND vs PZIV - Holdings Comparison

WRND and PZIV have 1 common holdings. Overlap is 0.00%

WRND's top 25 holdings weight is 68.74%. PZIV's top 25 holdings weight is 61.32%.

Rank	WRND	PZIV
#1	NVIDIA CORP (NVDA) - 7.89%	TELEPERFORMANCE SE (n/a) - 3.22%
#2	ALPHABET INC CLASS A (GOOGL) - 7.05%	MINEBEA MITSUMI INC (n/a) - 2.92%
#3	APPLE INC (AAPL) - 6.75%	MICHELIN (n/a) - 2.90%
#4	ASML HOLDING NV (n/a) - 4.77%	BASF SE (n/a) - 2.86%
#5	n/a (n/a) - 4.73%	MURATA MANUFACTURING CO LTD (n/a) - 2.84%
#6	MICROSOFT CORP (MSFT) - 4.52%	RECKITT BENCKISER GROUP PLC (n/a) - 2.66%
#7	BROADCOM INC (AVGO) - 4.22%	DAIMLER TRUCK HOLDING AG ORDINARY SHARES (DTGHF) - 2.61%
#8	AMAZON.COM INC (AMZN) - 4.22%	PUBLICIS GROUPE SA (n/a) - 2.60%
#9	META PLATFORMS INC CLASS A (META) - 3.08%	UBS GROUP AG REGISTERED SHARES (n/a) - 2.53%
#10	ELI LILLY AND CO (LLY) - 2.36%	EQUINOR ASA (n/a) - 2.50%
#11	ASTRAZENECA PLC (AZN) - 2.30%	KUBOTA CORP (n/a) - 2.48%
#12	SIEMENS AG (n/a) - 2.12%	JULIUS BAER GRUPPE AG (n/a) - 2.45%
#13	SAP SE (n/a) - 1.68%	SANOFI SA (n/a) - 2.42%
#14	ORACLE CORP (ORCL) - 1.42%	ING GROEP NV (n/a) - 2.41%
#15	DELTA ELECTRONICS INC (n/a) - 1.40%	REXEL SA (n/a) - 2.36%
#16	EATON CORP PLC (ETN) - 1.35%	DAIKIN INDUSTRIES LTD (n/a) - 2.34%
#17	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.32%	SUNTORY BEVERAGE & FOOD LTD (n/a) - 2.33%
#18	NOVO NORDISK AS CLASS B (n/a) - 1.22%	HSBC HOLDINGS PLC (n/a) - 2.29%
#19	TOKYO ELECTRON LTD (n/a) - 1.14%	GALAXY ENTERTAINMENT GROUP LTD (n/a) - 2.27%
#20	CISCO SYSTEMS INC (CSCO) - 1.02%	BANK OF IRELAND GROUP PLC (n/a) - 2.22%
#21	ADVANTEST CORP (n/a) - 0.87%	TDK CORP (n/a) - 2.21%
#22	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.85%	DANSKE BANK AS (n/a) - 2.15%
#23	LAM RESEARCH CORP (LRCX) - 0.84%	SHELL PLC (n/a) - 1.95%
#24	GSK PLC (n/a) - 0.83%	GSK PLC (n/a) - 1.90%
#25	APPLIED MATERIALS INC (AMAT) - 0.79%	US DOLLARS (n/a) - 1.90%
Total Holdings	211	63

WRND vs PZIV - Historical Returns

Returns include dividend reinvestment.

Period	WRND	PZIV
1 month	-1.48%	+2.16%
3 months	+10.82%	N/A
6 months	+12.15%	N/A
1 year	+32.67%	N/A
5 years(CAGR)	+14.25%	N/A
Max(CAGR)	+14.25%	+62.64%

WRND

-1.48%

Winner

PZIV

+2.16%

WRND

+10.82%

PZIV

N/A

WRND

+12.15%

PZIV

N/A

WRND

+32.67%

PZIV

N/A

5Y(CAGR)

WRND

+14.25%

PZIV

N/A

Max(CAGR)

WRND

+14.25%

Winner

PZIV

+62.64%

WRND vs PZIV - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	WRND	PZIV
2026	+12.02%	+9.48%
2025	+28.17%	N/A
2024	+14.76%	N/A
2023	+33.92%	N/A
2022	-19.17%	N/A

WRND vs PZIV Drawdown Comparison

The maximum drawdown for WRND was -27.16%, occurring on Oct 14, 2022. Recovery took 336 trading sessions.

The maximum drawdown for PZIV was -3.53%, occurring on Apr 29, 2026. Recovery took 13 trading sessions.

The current WRND drawdown is -3.69%. The current PZIV drawdown is -2.45%.

Rank	WRND	PZIV
#1	-27.16% Feb 9, 2022 - Jun 13, 2023	-3.53% Apr 17, 2026 - May 6, 2026
#2	-18.41% Feb 20, 2025 - Jun 6, 2025	-2.45% Jun 4, 2026 - Jun 8, 2026
#3	-12.43% Jan 28, 2026 - Apr 14, 2026	-1.45% May 6, 2026 - May 8, 2026
#4	-11.71% Jul 28, 2023 - Dec 14, 2023	-0.94% May 14, 2026 - May 18, 2026
#5	-10.34% Jul 12, 2024 - Sep 26, 2024	-0.69% May 18, 2026 - May 20, 2026
#6	-6.80% Oct 29, 2025 - Jan 6, 2026	-0.38% May 21, 2026 - May 26, 2026
#7	-5.42% Apr 1, 2024 - May 13, 2024	-0.35% Apr 9, 2026 - Apr 13, 2026
#8	-4.83% Sep 27, 2024 - Jan 22, 2025	-0.33% Apr 1, 2026 - Apr 6, 2026
#9	-4.61% Jun 2, 2026 - Jun 5, 2026	-0.31% May 26, 2026 - May 28, 2026
#10	-3.95% Oct 6, 2025 - Oct 27, 2025	-0.30% Apr 14, 2026 - Apr 16, 2026
#11	-3.90% Jul 23, 2025 - Aug 13, 2025	-0.29% May 11, 2026 - May 13, 2026
#12	-3.62% May 14, 2026 - May 26, 2026	-0.25% Jun 2, 2026 - Jun 4, 2026
#13	-3.52% Jun 15, 2023 - Jul 13, 2023	-0.00% Apr 6, 2026 - Apr 8, 2026
#14	-2.57% Jun 12, 2025 - Jun 26, 2025	N/A
#15	-2.34% Aug 28, 2025 - Sep 8, 2025	N/A