PZIV - ETF AI Analysis
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Pzena International Value ETF (PZIV)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating positive momentum.
Solid Top Holdings
Many of the largest positions, including major European industrial, energy, and financial companies, have delivered strong year-to-date performance that supports the fund’s returns.
Broad International Diversification
The fund is spread across several countries such as Japan, France, Germany, the UK, and others, which helps reduce the impact of problems in any single market.
Negative Factors
Relatively High Expense Ratio
The ETF charges a higher annual fee than many broad market index funds, which can slightly reduce long-term returns.
Exposure to Weak Top Holdings
A few of the largest positions have shown weak or negative performance this year, which can drag on the fund’s overall results.
Concentration in Europe
A large portion of the portfolio is invested in European markets, which increases sensitivity to economic and political issues in that region.
PZIV vs. SPDR S&P 500 ETF (SPY)
AUM14.99M
RegionGlobal Ex-U.S.
Expense Ratio0.70%
Beta0.69
IssuerPzena
Inception DateApr 01, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,506
30 Day Avg. Volume7,126
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PZIV Summary
Pzena International Value ETF (PZIV) is an actively managed fund that invests in companies outside the U.S., focusing on stocks that appear cheap compared with their earnings and assets. It doesn’t track a fixed index, but follows a value investing theme across many countries like Japan, France, Germany, and the UK. Well-known holdings include Shell and HSBC. Someone might invest in PZIV to add international diversification and a value tilt to their portfolio, aiming for long-term growth. A key risk is that value stocks and foreign markets can go up and down more than the overall market and may lag popular growth stocks for long periods.
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 hard into international value, with Europe doing most of the heavy lifting. Daimler Truck, Shell, and ING are the main engines right now, all rising and giving the fund a solid cyclical tilt toward industrials, energy, and financials. UBS is also pulling its weight, adding to that bank-heavy flavor. On the other side, Sanofi and Reckitt have been lagging, and Accenture’s recent stumble means the fund’s tech exposure isn’t doing much heavy lifting. Overall, it’s a diversified ex‑U.S. mix, but clearly anchored in European value names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Compagnie Générale des Établissements Michelin | 2.93% | $437.57K | €24.05B | 14.46% | 67 Neutral | |
| BASF SE | 2.92% | $436.06K | €44.98B | 22.27% | 61 Neutral | |
| Daimler Truck Holding AG | 2.88% | $430.43K | €37.41B | 27.90% | 68 Neutral | |
| Teleperformance | 2.88% | $429.58K | €4.13B | -1.01% | 72 Outperform | |
| Publicis Groupe | 2.82% | $421.45K | €23.23B | 19.21% | 73 Outperform | |
| Shell (UK) | 2.80% | $417.63K | €218.99B | 26.98% | ― | |
| Reckitt | 2.79% | $416.46K | £33.28B | -9.03% | 76 Outperform | |
| Sanofi | 2.65% | $395.71K | €89.99B | -9.68% | 75 Outperform | |
| UBS Group AG | 2.65% | $395.63K | $159.29B | 41.23% | 73 Outperform | |
| ING GROEP | 2.61% | $389.98K | €84.86B | 53.90% | 61 Neutral |
PZIV Technical Analysis
Positive
―
Price Trends
28.65
Positive
Market Momentum
0.43
Negative
71.95
Negative
96.78
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 29.17, equal to the 50-day MA of 28.65, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.43 indicates Negative momentum. The RSI at 71.95 is Negative, neither overbought nor oversold. The STOCH value of 96.78 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
Performance Comparison
PZIV
Pzena International Value ETF
30.22
4.72
18.51%
AADR
AdvisorShares Dorsey Wright ADR ETF
―
―
―
PJIO
PGIM Jennison International Opportunities ETF
―
―
―
MIVL
MFS Active International Value ETF
―
―
―
DTAN
Sparkline International Intangible Value ETF
―
―
―
ESIM
Eventide International 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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