PWV vs ZROZ
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
5-Year PerformancePWV has outperformed ZROZ, delivering a return of +12.1% compared to -11.4%
PWV vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PWV vs ZROZ - Historical Returns
Returns include dividend reinvestment.
PWV vs ZROZ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | ZROZ |
|---|---|---|
| 2026 | +8.64% | -0.16% |
| 2025 | +19.47% | -1.87% |
| 2024 | +13.95% | -15.03% |
| 2023 | +10.50% | -1.52% |
| 2022 | -1.98% | -39.26% |
| 2021 | +30.66% | -4.79% |
| 2020 | -4.55% | +22.56% |
| 2019 | +29.16% | +20.05% |
| 2018 | -14.36% | -3.51% |
| 2017 | +16.04% | +13.87% |
| 2016 | +20.43% | -0.31% |
| 2015 | -4.84% | -7.39% |
| 2014 | +13.32% | +48.29% |
| 2013 | +29.72% | -19.11% |
| 2012 | +14.97% | +3.51% |
| 2011 | +5.30% | +61.75% |
| 2010 | +12.02% | +9.96% |
| 2009 | +15.26% | -6.29% |
| 2008 | -26.06% | N/A |
| 2007 | +5.32% | N/A |
| 2006 | +22.45% | N/A |
| 2005 | +8.65% | N/A |
PWV vs ZROZ Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current PWV drawdown is -1.59%. The current ZROZ drawdown is -59.76%.
| Rank | PWV | ZROZ |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between PWV and ZROZ is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2005 - 2026)
PWV vs ZROZ dividend yield comparison.
| Year | PWV | ZROZ |
|---|---|---|
| 2026 | 0.47% | 1.30% |
| 2025 | 2.12% | 4.96% |
| 2024 | 2.08% | 4.58% |
| 2023 | 2.16% | 3.52% |
| 2022 | 2.29% | 2.76% |
| 2021 | 1.89% | 1.60% |
| 2020 | 2.66% | 1.68% |
| 2019 | 2.24% | 2.22% |
| 2018 | 2.34% | 2.06% |
| 2017 | 1.55% | 2.53% |
| 2016 | 2.35% | 3.00% |
| 2015 | 2.42% | 2.98% |
| 2014 | 1.93% | 2.60% |
| 2013 | 1.82% | 4.28% |
| 2012 | 2.41% | 3.16% |
| 2011 | 2.21% | 2.99% |
| 2010 | 2.24% | 4.55% |
| 2009 | 2.19% | 0.74% |
| 2008 | 2.81% | 0.00% |
| 2007 | 2.28% | 0.00% |
| 2006 | 1.35% | 0.00% |
| 2005 | 1.28% | 0.00% |
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