IGEB vs ZROZ

Comparison between ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceIGEB has outperformed ZROZ, delivering a return of +1.2% compared to -11.4%

IGEB vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGEB(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.18%	0.15%
Max Drawdown	26.13%	67.48%
Sharpe Ratio	0.68	-0.21
5Y Beta	0.11	0.11
5Y Dividends CAGR	4.08%	3.66%

Net Assets

IGEB

$1.40B

ZROZ

$1.40B

Expense Ratio

IGEB

0.18%

Winner

ZROZ

0.15%

Max Drawdown

Winner

IGEB

26.13%

ZROZ

67.48%

Sharpe Ratio

Winner

IGEB

0.68

ZROZ

-0.21

5Y Beta

Winner

IGEB

0.11

ZROZ

0.11

5Y Dividends CAGR

Winner

IGEB

4.08%

ZROZ

3.66%

IGEB vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	IGEB	ZROZ
1 month	+0.27%	-1.33%
3 months	+0.02%	-0.95%
6 months	+1.25%	-4.75%
1 year	+7.01%	+0.27%
5 years(CAGR)	+1.20%	-11.36%
10 years(CAGR)	+3.20%	-3.79%
Max(CAGR)	+3.20%	+2.14%

Winner

IGEB

+0.27%

ZROZ

-1.33%

Winner

IGEB

+0.02%

ZROZ

-0.95%

Winner

IGEB

+1.25%

ZROZ

-4.75%

Winner

IGEB

+7.01%

ZROZ

+0.27%

5Y(CAGR)

Winner

IGEB

+1.20%

ZROZ

-11.36%

10Y(CAGR)

Winner

IGEB

+3.20%

ZROZ

-3.79%

Max(CAGR)

Winner

IGEB

+3.20%

ZROZ

+2.14%

IGEB vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IGEB	ZROZ
2026	+0.61%	-0.16%
2025	+8.14%	-1.87%
2024	+3.64%	-15.03%
2023	+9.01%	-1.52%
2022	-14.22%	-39.26%
2021	-0.76%	-4.79%
2020	+10.93%	+22.56%
2019	+15.54%	+20.05%
2018	-2.06%	-3.51%
2017	+1.53%	+13.87%
2016	N/A	-0.31%
2015	N/A	-7.39%
2014	N/A	+48.29%
2013	N/A	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

IGEB vs ZROZ Drawdown Comparison

The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IGEB drawdown is -0.90%. The current ZROZ drawdown is -59.76%.

Rank	IGEB	ZROZ
#1	-21.13% Aug 4, 2021 - Aug 13, 2025	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-16.51% Mar 5, 2020 - Jun 8, 2020	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-5.02% Dec 31, 2020 - Jul 19, 2021	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-4.64% Dec 18, 2017 - Feb 26, 2019	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-2.88% Feb 23, 2026 - Mar 27, 2026	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-2.43% Sep 4, 2019 - Oct 4, 2019	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-2.24% Aug 6, 2020 - Nov 19, 2020	-17.49% Dec 19, 2011 - May 17, 2012
#8	-1.37% Oct 27, 2025 - Jan 14, 2026	-15.67% Nov 27, 2009 - May 6, 2010
#9	-1.36% Jul 3, 2019 - Aug 1, 2019	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-1.28% Oct 4, 2019 - Nov 25, 2019	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-0.84% Sep 15, 2025 - Oct 14, 2025	-8.29% May 6, 2010 - May 20, 2010
#12	-0.79% Nov 7, 2017 - Dec 5, 2017	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-0.79% Sep 6, 2017 - Nov 2, 2017	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-0.75% Jan 14, 2026 - Feb 5, 2026	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-0.68% Apr 10, 2019 - Apr 24, 2019	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between IGEB and ZROZ is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2009 - 2026)

IGEB vs ZROZ dividend yield comparison.

Year	IGEB	ZROZ
2026	1.69%	1.30%
2025	4.92%	4.96%
2024	5.09%	4.58%
2023	4.60%	3.52%
2022	3.63%	2.76%
2021	3.84%	1.60%
2020	3.78%	1.68%
2019	5.61%	2.22%
2018	3.59%	2.06%
2017	1.62%	2.53%
2016	0.00%	3.00%
2015	0.00%	2.98%
2014	0.00%	2.60%
2013	0.00%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%