IWC vs ZROZ
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
5-Year PerformanceIWC has outperformed ZROZ, delivering a return of +7.0% compared to -11.1%
IWC vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWC vs ZROZ - Historical Returns
Returns include dividend reinvestment.
IWC vs ZROZ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | ZROZ |
|---|---|---|
| 2026 | +18.14% | -1.13% |
| 2025 | +22.31% | -1.87% |
| 2024 | +14.33% | -15.03% |
| 2023 | +9.83% | -1.52% |
| 2022 | -23.36% | -39.26% |
| 2021 | +19.37% | -4.79% |
| 2020 | +21.33% | +22.56% |
| 2019 | +20.16% | +20.05% |
| 2018 | -14.02% | -3.51% |
| 2017 | +12.24% | +13.87% |
| 2016 | +23.81% | -0.31% |
| 2015 | -4.75% | -7.39% |
| 2014 | +4.30% | +48.29% |
| 2013 | +40.53% | -19.11% |
| 2012 | +17.20% | +3.51% |
| 2011 | -11.41% | +61.75% |
| 2010 | +25.96% | +9.96% |
| 2009 | +23.05% | -6.29% |
| 2008 | -38.31% | N/A |
| 2007 | -8.99% | N/A |
| 2006 | +13.12% | N/A |
| 2005 | +2.82% | N/A |
IWC vs ZROZ Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current IWC drawdown is -0.68%. The current ZROZ drawdown is -60.14%.
| Rank | IWC | ZROZ |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between IWC and ZROZ is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
IWC vs ZROZ dividend yield comparison.
| Year | IWC | ZROZ |
|---|---|---|
| 2026 | 0.13% | 1.31% |
| 2025 | 1.10% | 4.96% |
| 2024 | 1.06% | 4.58% |
| 2023 | 1.17% | 3.52% |
| 2022 | 1.18% | 2.76% |
| 2021 | 0.78% | 1.60% |
| 2020 | 0.98% | 1.68% |
| 2019 | 1.19% | 2.22% |
| 2018 | 1.01% | 2.06% |
| 2017 | 1.09% | 2.53% |
| 2016 | 1.16% | 3.00% |
| 2015 | 1.49% | 2.98% |
| 2014 | 1.11% | 2.60% |
| 2013 | 1.01% | 4.28% |
| 2012 | 1.95% | 3.16% |
| 2011 | 1.21% | 2.99% |
| 2010 | 0.82% | 4.55% |
| 2009 | 0.82% | 0.74% |
| 2008 | 1.31% | 0.00% |
| 2007 | 0.79% | 0.00% |
| 2006 | 0.51% | 0.00% |
| 2005 | 0.19% | 0.00% |
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