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PZLV and RFV share 6.8% of their holdings.
| Side by side | PZLV | RFV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.35% |
| Cost per year on $10k | $60 | $35 |
| Trailing 12-mo yield | 0.00% | 1.61% |
| Income per year on $10k | $0 | $161 |
| YTD | — | +17.3% |
| 1 year | — | +17.3% |
| 3 years · per year | — | +18.7% |
| 5 years · per year | — | +11.1% |
| Worst drop · 1Y | — | −12.5% |
| Volatility · 1Y | — | 15.4% |
| Holdings | 0 | 95 |
| Assets | $72M | $342M |
| Leverage | None | None |
| Since | 2026 | 2006 |
Highlighted = best in the row. Returns include dividends.