IMCB vs ZROZ
Comparison between iShares Morningstar Mid-Cap ETF (IMCB, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
5-Year PerformanceIMCB has outperformed ZROZ, delivering a return of +8.1% compared to -11.4%
IMCB vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCB vs ZROZ - Historical Returns
Returns include dividend reinvestment.
IMCB vs ZROZ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCB | ZROZ |
|---|---|---|
| 2026 | +9.10% | -0.16% |
| 2025 | +10.31% | -1.87% |
| 2024 | +15.66% | -15.03% |
| 2023 | +16.65% | -1.52% |
| 2022 | -15.81% | -39.26% |
| 2021 | +24.84% | -4.79% |
| 2020 | +13.21% | +22.56% |
| 2019 | +31.94% | +20.05% |
| 2018 | -11.90% | -3.51% |
| 2017 | +18.71% | +13.87% |
| 2016 | +13.45% | -0.31% |
| 2015 | -1.38% | -7.39% |
| 2014 | +16.81% | +48.29% |
| 2013 | +29.45% | -19.11% |
| 2012 | +15.55% | +3.51% |
| 2011 | +0.77% | +61.75% |
| 2010 | +24.95% | +9.96% |
| 2009 | +34.77% | -6.29% |
| 2008 | -37.81% | N/A |
| 2007 | +1.91% | N/A |
| 2006 | +12.68% | N/A |
| 2005 | +11.63% | N/A |
| 2004 | +13.47% | N/A |
IMCB vs ZROZ Drawdown Comparison
The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current IMCB drawdown is -1.02%. The current ZROZ drawdown is -59.76%.
| Rank | IMCB | ZROZ |
|---|---|---|
| #1 | -58.80% Jul 13, 2007 - Feb 7, 2011 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -40.99% Feb 20, 2020 - Nov 9, 2020 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -25.14% Nov 16, 2021 - Mar 1, 2024 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -24.12% Apr 29, 2011 - Feb 3, 2012 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -20.32% Aug 29, 2018 - Apr 3, 2019 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -19.79% Nov 25, 2024 - Jul 22, 2025 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -18.79% May 22, 2015 - Jul 12, 2016 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -11.06% May 9, 2006 - Oct 16, 2006 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -10.64% Mar 19, 2012 - Sep 7, 2012 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -10.09% Sep 5, 2014 - Nov 6, 2014 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -8.86% Jan 26, 2018 - Aug 29, 2018 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -8.71% Mar 7, 2005 - Jun 16, 2005 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -8.42% Sep 12, 2005 - Nov 22, 2005 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -8.05% Feb 26, 2026 - Apr 17, 2026 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -7.86% May 21, 2013 - Jul 22, 2013 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between IMCB and ZROZ is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2004 - 2026)
IMCB vs ZROZ dividend yield comparison.
| Year | IMCB | ZROZ |
|---|---|---|
| 2026 | 0.27% | 1.30% |
| 2025 | 1.42% | 4.96% |
| 2024 | 1.43% | 4.58% |
| 2023 | 1.55% | 3.52% |
| 2022 | 1.70% | 2.76% |
| 2021 | 1.08% | 1.60% |
| 2020 | 1.12% | 1.68% |
| 2019 | 1.32% | 2.22% |
| 2018 | 1.80% | 2.06% |
| 2017 | 1.31% | 2.53% |
| 2016 | 1.79% | 3.00% |
| 2015 | 1.47% | 2.98% |
| 2014 | 1.40% | 2.60% |
| 2013 | 1.19% | 4.28% |
| 2012 | 1.34% | 3.16% |
| 2011 | 1.34% | 2.99% |
| 2010 | 1.36% | 4.55% |
| 2009 | 1.32% | 0.74% |
| 2008 | 1.81% | 0.00% |
| 2007 | 1.08% | 0.00% |
| 2006 | 1.28% | 0.00% |
| 2005 | 1.05% | 0.00% |
| 2004 | 0.36% | 0.00% |
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