IVOV vs ZROZ
Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
5-Year PerformanceIVOV has outperformed ZROZ, delivering a return of +8.0% compared to -11.0%
IVOV vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVOV vs ZROZ - Historical Returns
Returns include dividend reinvestment.
IVOV vs ZROZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IVOV | ZROZ |
|---|---|---|
| 2026 | +5.60% | -2.14% |
| 2025 | +8.18% | -1.87% |
| 2024 | +11.61% | -15.03% |
| 2023 | +15.41% | -1.52% |
| 2022 | -7.77% | -39.26% |
| 2021 | +32.83% | -4.79% |
| 2020 | +3.84% | +22.56% |
| 2019 | +25.70% | +20.05% |
| 2018 | -12.80% | -3.51% |
| 2017 | +11.29% | +13.87% |
| 2016 | +27.78% | -0.31% |
| 2015 | -6.70% | -7.39% |
| 2014 | +13.43% | +48.29% |
| 2013 | +31.27% | -19.11% |
| 2012 | +16.70% | +3.51% |
| 2011 | -3.33% | +61.75% |
| 2010 | +18.19% | +9.96% |
| 2009 | N/A | -6.29% |
IVOV vs ZROZ Drawdown Comparison
The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current IVOV drawdown is -2.40%. The current ZROZ drawdown is -60.55%.
| Rank | IVOV | ZROZ |
|---|---|---|
| #1 | -45.99% Jan 16, 2020 - Dec 4, 2020 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -27.43% Apr 29, 2011 - Mar 19, 2012 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -22.74% Aug 29, 2018 - Nov 5, 2019 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -22.61% Nov 25, 2024 - Dec 10, 2025 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -21.21% Jun 23, 2015 - Jun 8, 2016 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -19.29% Jan 4, 2022 - Jan 27, 2023 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -18.83% Feb 2, 2023 - Dec 19, 2023 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -11.71% Mar 19, 2012 - Sep 7, 2012 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -10.58% Feb 6, 2026 - May 6, 2026 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -10.52% Sep 2, 2014 - Nov 24, 2014 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -9.82% Jan 23, 2018 - Jun 7, 2018 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -9.21% May 7, 2021 - Oct 25, 2021 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -9.10% Sep 14, 2012 - Dec 18, 2012 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -8.57% Nov 15, 2021 - Jan 4, 2022 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -7.55% Mar 28, 2024 - May 15, 2024 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between IVOV and ZROZ is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2009 - 2026)
IVOV vs ZROZ dividend yield comparison.
| Year | IVOV | ZROZ |
|---|---|---|
| 2026 | 0.00% | 1.33% |
| 2025 | 1.82% | 4.96% |
| 2024 | 1.74% | 4.58% |
| 2023 | 1.52% | 3.52% |
| 2022 | 1.97% | 2.76% |
| 2021 | 1.78% | 1.60% |
| 2020 | 2.42% | 1.68% |
| 2019 | 1.75% | 2.22% |
| 2018 | 1.87% | 2.06% |
| 2017 | 1.55% | 2.53% |
| 2016 | 1.51% | 3.00% |
| 2015 | 1.66% | 2.98% |
| 2014 | 1.47% | 2.60% |
| 2013 | 0.85% | 4.28% |
| 2012 | 1.64% | 3.16% |
| 2011 | 1.40% | 2.99% |
| 2010 | 0.86% | 4.55% |
| 2009 | 0.00% | 0.74% |
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