LONZ vs USSG
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and XTRACKERS MSCI USA SELECTION EQUITY ETF (USSG, ETF).
LONZ vs USSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LONZ
$574M
Winner
USSG
$574M
Expense Ratio
LONZ
0.63%
Winner
USSG
0.09%
Max Drawdown
Winner
LONZ
6.03%
USSG
34.43%
Sharpe Ratio
LONZ
0.42
Winner
USSG
1.14
5Y Beta
Winner
LONZ
0.10
USSG
1.00
P/E Ratio
LONZ
N/A
USSG
29.83
Forward P/E
LONZ
N/A
USSG
23.45
PEG Ratio
LONZ
N/A
USSG
0.47
5Y Dividends CAGR
LONZ
N/A
USSG
13.25%
5Y EPS CAGR
LONZ
N/A
USSG
34.82%
Debt to Equity
LONZ
N/A
USSG
39.20%
P/S Ratio
LONZ
N/A
USSG
4.23
P/B Ratio
LONZ
N/A
USSG
7.47
LONZ vs USSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LONZ
+0.58%
USSG
+0.32%
3M
LONZ
+1.32%
Winner
USSG
+6.74%
6M
LONZ
+1.76%
Winner
USSG
+7.97%
1Y
LONZ
+4.73%
Winner
USSG
+20.42%
5Y(CAGR)
LONZ
+7.38%
Winner
USSG
+12.93%
Max(CAGR)
LONZ
+7.38%
Winner
USSG
+16.50%
LONZ vs USSG - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | USSG |
|---|---|---|
| 2026 | +2.37% | +8.95% |
| 2025 | +5.09% | +19.28% |
| 2024 | +9.42% | +24.17% |
| 2023 | +12.26% | +29.32% |
| 2022 | +0.79% | -20.53% |
| 2021 | N/A | +33.36% |
| 2020 | N/A | +17.84% |
| 2019 | N/A | +19.24% |
LONZ vs USSG Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for USSG was -34.09%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The current USSG drawdown is -1.43%.
| Rank | LONZ | USSG |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -34.09% Feb 19, 2020 - Aug 24, 2020 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -27.01% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -20.00% Jan 23, 2025 - Jun 26, 2025 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -11.20% Jan 28, 2026 - Apr 17, 2026 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -9.43% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -8.89% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -6.26% Mar 28, 2024 - May 15, 2024 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -6.14% Apr 29, 2019 - Jun 20, 2019 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -5.57% Jul 26, 2019 - Oct 25, 2019 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -5.16% Dec 11, 2024 - Jan 23, 2025 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -5.01% Sep 2, 2021 - Oct 19, 2021 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -4.88% Oct 29, 2025 - Dec 11, 2025 |
| #13 | -0.39% Jun 2, 2026 - Jun 15, 2026 | -4.64% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -4.60% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -4.24% Jun 1, 2026 - Jun 10, 2026 |
Correlation
Correlation between LONZ and USSG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
LONZ vs USSG dividend yield comparison.
| Year | LONZ | USSG |
|---|---|---|
| 2026 | 4.51% | 0.46% |
| 2025 | 6.60% | 1.02% |
| 2024 | 8.16% | 1.13% |
| 2023 | 8.29% | 1.60% |
| 2022 | 3.33% | 1.52% |
| 2021 | 0.00% | 1.13% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.21% |
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