Compare · 2 funds side by side · dividends reinvested

PZLV and IUSV

PZLVPzena×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 03

PZLV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.0

Pzena U.S. Large Cap Value ETFUS Stock Styles · Value0.60%0.00%[…][…][…][…][…][…]$73M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PZLV 2026 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pzena U.S. Large Cap Value ETF · $73M[…]

PZLV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

PZLVMeasureIUSV

[…]Year to dateJan 1 → Nov 4+16.1%

[…]1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $160 a year on $10k1.60%

[…]Worst dropSmaller is better−6.4%

[…]VolatilityLower is calmer9.8%

PZLVIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PZLV vs IUSV: Top 5 Holdings

Today

PZLV

20.6%in top 5

IUSV

in top 516.6%

PZLVStockIUSV

not top 5AAPL7.5%

5.0%BAXnot top 5

4.7%CRBGnot top 5

4.1%HUMnot top 5

not top 5AMZN3.6%

3.5%FMSnot top 5

3.3%RHInot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common6.3%

End-of-day Nov 4, 2026 · share of each fund

PZLV vs IUSV Returns, Every Period

PzenaPZLV

[…]

past year

IUSViShares

+18.7%

past year

Returns […]

PZLVIUSVFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PZLV vs IUSV

YTD

PzenaPZLV

[…]

IUSViShares

+16.1%

[…]Year to date+16.1%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y9.8%

0.0%Yield1.6%

$72.7MAssets$28.4B

1–0IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PZLV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

PZLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PZLV, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

PZLV0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

PZLV$0 − $60 = −$60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PZLV, IUSV

Today

6.3%most shared, PZLV and IUSV

PZLVIUSV

PZLV—6.3%

IUSV6.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

PZLVWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026