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PZIV - ETF AI Analysis

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PZIV

Pzena International Value ETF (PZIV)

Rating:58Neutral
Price Target:
PZIV, the Pzena International Value ETF, has a solid but not top-tier rating, mainly supported by strong, well-established companies like HSBC, Sanofi, and Reckitt that show solid financial performance, reasonable valuations, and supportive dividends. Other holdings such as Teleperformance and Publicis also add value through strong fundamentals and attractive valuations, but their bearish or weak technical trends, along with similar technical caution in some other stocks, hold back the fund’s overall rating and highlight the risk that several positions are currently facing downward or uncertain price momentum.
Positive Factors
Broad International Diversification
The ETF spreads its investments across several major countries in Europe, Asia, and the U.S., which helps reduce the impact of problems in any single market.
Mix of Defensive and Cyclical Sectors
Holdings across consumer, health care, financials, industrials, and technology provide a balance between stability and growth potential.
Supportive Top Holdings Performance
Several of the largest positions, such as BASF, Daimler Truck, Michelin, and HSBC, have shown strong year-to-date performance, helping the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return goes to costs instead of staying in investors’ pockets.
Small Asset Base
With a low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure compared with larger funds.
Several Weak Top Holdings
Some major positions, including Teleperformance, Publicis Groupe, Reckitt, and others, have shown weak year-to-date performance, which can drag on the ETF’s results.

PZIV vs. SPDR S&P 500 ETF (SPY)

PZIV Summary

Pzena International Value ETF (PZIV) is an actively managed fund that invests in stocks outside the U.S., focusing on companies the managers believe are solid but currently undervalued. It does not track a set index, but follows a value-investing approach across many countries like France, Japan, and Germany and sectors such as consumer, financials, and health care. Well-known holdings include BASF and HSBC. Someone might invest for long-term growth and diversification beyond the U.S. market. A key risk is that international and value stocks can be out of favor for long periods, so prices can go up and down more than expected.
How much will it cost me?This ETF has an expense ratio of 0.70%, which means you’ll pay about $7.00 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with managers selecting international value stocks rather than just tracking an index.
What would affect this ETF?This international value ETF could benefit if overseas economies strengthen, investors rotate into cheaper value stocks, and sectors like consumer goods, health care, and financials—where it has meaningful exposure through holdings such as Michelin, Sanofi, and HSBC—see steady demand and improved profits. On the other hand, it could be hurt by global slowdowns, rising geopolitical tensions or currency swings outside the U.S., and periods when growth and technology stocks outperform value, which may cause this strategy to lag broader markets.

PZIV Top 10 Holdings

PZIV is leaning into classic international value, with Europe doing much of the heavy lifting. Industrial and consumer names like Michelin and Daimler Truck have been rising, helping pull the fund forward, while BASF’s steady-to-strong momentum adds another engine of support. On the flip side, consumer staples such as Reckitt are clearly lagging, and names like Teleperformance and Publicis show more mixed, stop‑and‑go trading. With a broad ex‑U.S. mix spanning Europe and Asia, the fund is diversified geographically but still relies on a handful of cyclical value plays to set the tone.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Compagnie Générale des Établissements Michelin3.01%$122.72K€21.89B3.71%
67
Neutral
Teleperformance2.89%$117.73K€3.80B-32.45%
72
Outperform
BASF SE2.81%$114.34K€46.10B18.97%
61
Neutral
Reckitt2.77%$112.82K£29.88B-8.04%
76
Outperform
Daimler Truck Holding AG2.75%$111.87K€30.95B8.92%
68
Neutral
Murata Manufacturing Co2.65%$108.02K¥10.79T160.30%
77
Outperform
Suntory Beverage & Food2.57%$104.54K¥1.37T-10.31%
72
Outperform
Publicis Groupe2.52%$102.41K€20.39B-11.39%
73
Outperform
UBS Group AG2.49%$101.31K$136.52B43.54%
73
Outperform
ING GROEP2.48%$100.98K€72.43B41.70%
61
Neutral

PZIV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
66.41
Neutral
STOCH
87.01
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PZIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.78, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 66.41 is Neutral, neither overbought nor oversold. The STOCH value of 87.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PZIV.

PZIV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.07M0.70%
58
Neutral
$46.63M1.09%
66
Neutral
$20.75M0.55%
66
Neutral
$19.03M0.54%
63
Neutral
$16.63M0.59%
57
Neutral
$9.39M0.60%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PZIV
Pzena International Value ETF
27.42
1.92
7.53%
AADR
AdvisorShares Dorsey Wright ADR ETF
DTAN
Sparkline International Intangible Value ETF
ABLG
Abacus Fcf International Leaders Etf
ESIM
Eventide International ETF
VNIE
Vontobel International Equity Active ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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