LDUR vs ZROZ

Comparison between PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND (LDUR, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceLDUR has outperformed ZROZ, delivering a return of +2.3% compared to -11.4%

LDUR vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDUR(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.54%	0.15%
Max Drawdown	9.01%	67.48%
Sharpe Ratio	0.53	-0.21
5Y Beta	-0.01	0.11
5Y Dividends CAGR	19.59%	3.66%

Net Assets

LDUR

$1.40B

ZROZ

$1.40B

Expense Ratio

LDUR

0.54%

Winner

ZROZ

0.15%

Max Drawdown

Winner

LDUR

9.01%

ZROZ

67.48%

Sharpe Ratio

Winner

LDUR

0.53

ZROZ

-0.21

5Y Beta

Winner

LDUR

-0.01

ZROZ

0.11

5Y Dividends CAGR

Winner

LDUR

19.59%

ZROZ

3.66%

LDUR vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	LDUR	ZROZ
1 month	+0.39%	-1.33%
3 months	+0.44%	-0.95%
6 months	+1.73%	-4.75%
1 year	+4.88%	+0.27%
5 years(CAGR)	+2.25%	-11.36%
10 years(CAGR)	+2.47%	-3.79%
Max(CAGR)	+2.44%	+2.14%

Winner

LDUR

+0.39%

ZROZ

-1.33%

Winner

LDUR

+0.44%

ZROZ

-0.95%

Winner

LDUR

+1.73%

ZROZ

-4.75%

Winner

LDUR

+4.88%

ZROZ

+0.27%

5Y(CAGR)

Winner

LDUR

+2.25%

ZROZ

-11.36%

10Y(CAGR)

Winner

LDUR

+2.47%

ZROZ

-3.79%

Max(CAGR)

Winner

LDUR

+2.44%

ZROZ

+2.14%

LDUR vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LDUR	ZROZ
2026	+0.95%	-0.16%
2025	+5.80%	-1.87%
2024	+5.26%	-15.03%
2023	+4.82%	-1.52%
2022	-4.34%	-39.26%
2021	-0.50%	-4.79%
2020	+4.42%	+22.56%
2019	+4.29%	+20.05%
2018	+1.07%	-3.51%
2017	+2.13%	+13.87%
2016	+2.53%	-0.31%
2015	+2.27%	-7.39%
2014	+1.84%	+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%

LDUR vs ZROZ Drawdown Comparison

The maximum drawdown for LDUR was -8.68%, occurring on Mar 26, 2020. Recovery took 76 trading sessions.

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

The current ZROZ drawdown is -59.76%.

Rank	LDUR	ZROZ
#1	-8.68% Mar 9, 2020 - Jun 25, 2020	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-6.75% Oct 1, 2021 - Jan 31, 2024	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-1.96% Nov 27, 2015 - Mar 23, 2016	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-1.17% Apr 3, 2025 - Apr 30, 2025	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-1.02% May 27, 2015 - Nov 5, 2015	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-0.93% Feb 27, 2026 - May 8, 2026	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-0.91% Oct 13, 2014 - Jan 27, 2015	-17.49% Dec 19, 2011 - May 17, 2012
#8	-0.84% Feb 2, 2015 - Feb 19, 2015	-15.67% Nov 27, 2009 - May 6, 2010
#9	-0.80% Nov 16, 2018 - Feb 5, 2019	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-0.77% Oct 24, 2016 - Jan 24, 2017	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-0.64% Nov 2, 2017 - May 23, 2018	-8.29% May 6, 2010 - May 20, 2010
#12	-0.61% Sep 27, 2024 - Nov 29, 2024	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-0.60% Feb 1, 2024 - Mar 8, 2024	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-0.59% May 9, 2014 - Aug 4, 2014	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-0.56% Apr 14, 2015 - Apr 21, 2015	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between LDUR and ZROZ is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2009 - 2026)

LDUR vs ZROZ dividend yield comparison.

Year	LDUR	ZROZ
2026	1.31%	1.30%
2025	4.60%	4.96%
2024	4.77%	4.58%
2023	4.11%	3.52%
2022	2.22%	2.76%
2021	0.90%	1.60%
2020	2.15%	1.68%
2019	3.14%	2.22%
2018	2.66%	2.06%
2017	2.08%	2.53%
2016	1.85%	3.00%
2015	2.92%	2.98%
2014	1.66%	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%