PJFV vs REVS
PGIM Jennison Focused Value ETF vs Columbia Research Enhanced Value ETF
Which is better, PJFV or REVS?
PJFV has been ahead.
REVS has a lower expense ratio. PJFV led over 1Y, 3Y and the full window. REVS is less concentrated, with 33.6% of the fund in its ten largest positions against 41.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PJFV | REVS |
|---|---|---|
| Expense Ratio | 0.33% | 0.19%Best |
| AUM | $183M | $370M |
| Dividend Yield | 0.57% | 1.84% |
| Holdings | 37 | 611 |
| YTD Return | +20.68%Best | +18.22% |
| 1Y Return | +27.75%Best | +23.33% |
| 3Y Return (annualized) | +24.90%Best | +20.60% |
| 5Y Return (annualized) | - | +12.45% |
| Volatility (annualized) | 11.7%Best | 12.3% |
| Max Drawdown | -18.1% | -16.4%Best |
| $10,000 over 3.8 years | $20,686Best | $17,832 |
| Top 10 Weight | 41.1% | 33.6%Best |
| Fund Family | PGIM Investments | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 12, 2022 | Sep 25, 2019 |
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 14, 2022 to Oct 14, 2026 (3.8 years).
PJFV vs REVS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.8 years both funds cover.
PJFV vs REVS Performance
PGIM Jennison Focused Value ETF (PJFV) is an ETF from PGIM Investments and Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments. Over the past year PJFV returned +27.75% while REVS returned +23.33%. Year to date, PJFV is up 20.68% versus a gain of 18.22% for REVS.
Over three years, PJFV compounded at +24.90% per year against +20.60% for REVS. Across the full 4-year window we track, PJFV has the edge at +21.08% annualized vs +16.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 11.7% for PJFV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.1% for PJFV and -16.4% for REVS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PJFV charges 0.33% per year while REVS charges 0.19%. On a $10,000 position that is $33 vs $19 annually, a gap of $14 per year that compounds over a long holding period. On income, PJFV currently yields 0.57% against 1.84% for REVS.
Holdings Overlap
30.2% of PJFV's money is in holdings REVS also owns. 25.4% of REVS's money is in holdings PJFV also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 35 positions we hold weights for in PJFV and 298 in REVS, against full books of 37 and 611.
What only one of them owns
Our book lists 275 positions for REVS that do not appear in our book for PJFV (72.5% of the fund), and 22 for PJFV that do not appear in REVS (58.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in PJFV | Weight in REVS | Difference |
|---|---|---|---|
| AAPLApple, Inc | 5.66% | 8.48% | 2.82% |
| MSFTMicrosoft Corp | 6.30% | 7.16% | 0.86% |
| BACBank of America Corp.: Financials | 2.21% | 3.84% | 1.63% |
| METAMeta Platforms Inc | 2.38% | 2.05% | 0.33% |
| ABBVAbbvie Inc. | 2.93% | 1.11% | 1.82% |
| GMGeneral Motors Co | 2.23% | 1.47% | 0.76% |
| TOLToll Bros Inc | 3.20% | 0.23% | 2.97% |
| DELLDell Technologies Inc | 2.71% | 0.55% | 2.16% |
| METMetlife Inc. | 2.55% | 0.52% | 2.03% |
30.2% of PJFV is already inside REVS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PJFV or REVS?
PJFV has an expense ratio of 0.33% while REVS charges 0.19%. REVS is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, PJFV or REVS?
Over the past year PJFV returned +27.75% vs +23.33% for REVS, so PJFV leads on 1-year performance. Over the longest common window we track (4 years), PJFV annualized +21.08% vs +16.44% for REVS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PJFV or REVS?
REVS has been the more volatile fund at 12.3% annualized versus 11.7% for PJFV. Worst drawdown: PJFV -18.1% vs REVS -16.4%.
Should I hold both PJFV and REVS?
PJFV and REVS have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between PJFV and REVS?
30.2% of PJFV's money is in holdings REVS also owns. 25.4% of REVS's is in holdings PJFV also owns. They hold 9 positions in common, counted across the 35 positions we hold weights for in PJFV and 298 in REVS.
Which pays a higher dividend, PJFV or REVS?
PJFV yields 0.57% while REVS yields 1.84%, so REVS currently pays the higher dividend yield.
Is REVS better than PJFV?
REVS has a lower expense ratio. PJFV led over 1Y, 3Y and the full window. REVS is less concentrated, with 33.6% of the fund in its ten largest positions against 41.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.