PZLV vs VYM
Pzena US Large Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | PZLV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $71M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 41 | 616 | |
| YTD Return | +24.95% | +15.34% | |
| 1Y Return | - | +23.24% | |
| 3Y Return (annualized) | - | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -2.8% | -58.8% | |
| Fund Family | Pzena Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 1, 2026 | Nov 10, 2006 |
PZLV vs VYM Performance
Pzena US Large Cap Value ETF (PZLV) is a ETF from Pzena Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, PZLV is up 24.95% versus a gain of 15.34% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.8% for PZLV and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PZLV charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, PZLV currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
PZLV and VYM share 28 holdings out of 614 unique holdings combined, representing a 6.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PZLV or VYM?
PZLV has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
What is the holdings overlap between PZLV and VYM?
PZLV and VYM share 28 common holdings with a 6.9% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, PZLV or VYM?
PZLV yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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