PZIV - ETF AI Analysis
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Pzena International Value ETF (PZIV)
PZIV’s rating suggests it is a solid but not top-tier international value ETF, with its quality driven largely by strong holdings like Accenture and Reckitt, which show robust financial performance, growth initiatives, and shareholder-friendly policies. Other key positions such as Teleperformance, Publicis, Michelin, SAP, and Galaxy Entertainment add value through good fundamentals and often attractive valuations, but their bearish or mixed technical trends and, in some cases, concerns about valuation or growth momentum introduce risk and help explain why the fund’s overall rating is more moderate. The main risk factor is that several major holdings share similar issues with weak or volatile price trends, which can increase short- to medium-term performance uncertainty even when the underlying businesses are sound.
PZIV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 17.15M
- Region
- Global Ex-U.S.
- Expense Ratio
- 0.70%
- Beta
- 0.56
- Issuer
- Pzena
- Inception Date
- Apr 01, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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’s story is all about international value bets trying to stage a comeback outside the U.S. Accenture and SAP are two of the fund’s key engines, with both showing rising momentum over the past few months even if their year-to-date paths have been a bit bumpy. Shell has been a steady workhorse, helping on the energy side, while Teleperformance adds a rising services tilt from Europe. On the flip side, consumer names like Reckitt and Galaxy Entertainment have been losing steam, reminding investors that this globally diversified, ex‑U.S. value mix still carries some notable stock-specific drag.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ACN | Accenture | 3.90% | $669.31K | $146.12B | -0.17% | 79Outperform |
 NL:SHELL | Shell (UK) | 3.46% | $594.08K | EUR 271.49B | 46.60% | ―― |
 DE:SAP | SAP SE | 3.21% | $549.89K | EUR 247.81B | -9.04% | 66Neutral |
 FR:TEP | Teleperformance | 3.26% | $559.75K | EUR 4.84B | 21.11% | 72Outperform |
 GB:RKT | Reckitt | 3.12% | $535.24K | GBP 34.73B | -10.59% | 76Outperform |
 FR:PUB | Publicis Groupe | 2.99% | $512.23K | EUR 24.90B | 14.91% | 73Outperform |
 DE:BAS | BASF SE | 2.95% | $506.56K | EUR 46.63B | 19.49% | 61Neutral |
 HK:0027 | Galaxy Entertainment Group | 2.77% | $476.00K | HKD 141.03B | -17.38% | 72Outperform |
 FR:SAN | Sanofi | 2.71% | $465.67K | EUR 89.46B | -16.00% | 75Outperform |
 CH:BAER | Julius Baer Group Ltd | 2.64% | $452.07K | CHF 14.16B | 29.06% | 66Neutral |
PZIV Technical Analysis
Price Trends
Market Momentum
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 29.96 is above the 20-day moving average (MA) of 29.53, below the 50-day MA of 29.98, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.05 indicates Negative momentum. The RSI at 55.59 is Neutral, neither overbought nor oversold. The STOCH value of 84.70 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 |
|---|---|---|---|---|---|
| PZIV | $29.97 | $31.00(3.45% Upside) | $17.15M | 0.70% | 59Neutral |
 PJIO | $57.79 | $79.74(38.00% Upside) | $56.71M | 0.54% | 64Neutral |
 GIEQ | $40.95 | $48.81(19.19% Upside) | $59.07M | 0.30% | 66Neutral |
 AADR | $79.31 | $96.98(22.28% Upside) | $35.34M | 1.09% | 70Neutral |
 MIVL | $25.56 | $30.17(18.01% Upside) | $22.25M | 0.57% | 68Neutral |
 DTAN | $34.03 | $38.75(13.89% Upside) | $22.02M | 0.55% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PZIV | Pzena International Value ETF | 29.96 | 4.38 | 17.12% | |
| PJIO | PGIM Jennison International Opportunities ETF | 57.78 | -6.97 | -10.76% | |
| GIEQ | Goldman Sachs Data Enhanced International Equity ETF | 40.95 | 0.46 | 1.12% | |
| AADR | AdvisorShares Dorsey Wright ADR ETF | 79.31 | -5.10 | -6.04% | |
| MIVL | MFS Active International Value ETF | 25.56 | 0.28 | 1.12% | |
| DTAN | Sparkline International Intangible Value ETF | 34.03 | 3.93 | 13.06% |
This 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.