Pzena U.S. Large Cap Value ETF (PZLV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PZLV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PZLV
PZLV charges 0.60% annually. There are 114 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | PZLV vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | PZLV vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | PZLV vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | PZLV vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | PZLV vs ILCV |
Best Risk-Adjusted Alternatives to PZLV
Among 121 ETFs in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | PZLV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | PZLV vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 92 | 12.01B | Sep 2021 | PZLV vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 92 | 1.53B | Mar 2005 | PZLV vs PWV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 26.73B | Aug 2013 | PZLV vs FNDX |
Top Performing PZLV Alternatives (YTD)
Among 134 ETFs in the Large Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 44.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 44.95% | 14.76B | Apr 2013 | PZLV vs VLUE | |
| Clough Select Equity ETF | 27.58% | 55.44M | Nov 2020 | PZLV vs CBSE | |
| Eventide High Dividend ETF | 22.93% | 150.61M | Sep 2024 | PZLV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.53% | 12.01B | Sep 2021 | PZLV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.16% | 164.26M | Jul 2023 | PZLV vs ROE |
Lowest Volatility Alternatives to PZLV
PZLV has 14.10% 1-year volatility. There are 120 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.93% | 32.39M | Apr 2023 | PZLV vs MDLV | |
| Absolute Select Value ETF | 8.94% | 141.50M | Jan 2020 | PZLV vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.01% | 6.12B | Jun 2006 | PZLV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.03% | 342.03M | Sep 2023 | PZLV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.39% | 1.61B | Jun 2006 | PZLV vs DTD |
Lowest Drawdown Alternatives to PZLV
Among 121 ETFs in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | PZLV vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | PZLV vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | PZLV vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | PZLV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | PZLV vs ELCV |
Often Compared With PZLV
Investors most often compare PZLV with SMRI, GCOW, VFLO. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bushido Capital US Equity ETF | Large Cap Value Equities | 65 | 12.70% | 479.57M | Sep 2023 | PZLV vs SMRI | |
| Pacer Global Cash Cows Dividend ETF | Large Cap Value Equities, Dividend | 61 | 6.79% | 3.28B | Feb 2016 | PZLV vs GCOW | |
| VictoryShares Free Cash Flow ETF | Large Cap Value Equities | 76 | 15.93% | 7.63B | Jun 2023 | PZLV vs VFLO | |
| Opal Dividend Income ETF | Large Cap Value Equities | 36 | 4.54% | 268.43M | Jan 2021 | PZLV vs DIVZ | |
| LSV Disciplined Value ETF | Large Cap Value Equities | 89 | 14.21% | 617.15M | Dec 2024 | PZLV vs LSVD | |
| Invesco RAFI US 1000 ETF | Large Cap Value Equities | 90 | 14.85% | 9.65B | Dec 2005 | PZLV vs PRF | |
| Schwab Fundamental International Equity ETF | Foreign Large Cap Equities, Large Cap Value Equities | 77 | 15.75% | 24.80B | Aug 2013 | PZLV vs FNDF |
Compare PZLV with Any Fund or Stock
Compare PZLV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PZLV with funds that move differently
Pzena U.S. Large Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZLV.
Explore PZLV Diversifiers