SPGM vs ZROZ
Comparison between SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
5-Year PerformanceSPGM has outperformed ZROZ, delivering a return of +11.3% compared to -11.4%
SPGM vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPGM vs ZROZ - Historical Returns
Returns include dividend reinvestment.
SPGM vs ZROZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SPGM | ZROZ |
|---|---|---|
| 2026 | +9.75% | -0.16% |
| 2025 | +23.70% | -1.87% |
| 2024 | +17.65% | -15.03% |
| 2023 | +21.33% | -1.52% |
| 2022 | -17.95% | -39.26% |
| 2021 | +20.77% | -4.79% |
| 2020 | +14.24% | +22.56% |
| 2019 | +26.23% | +20.05% |
| 2018 | -10.47% | -3.51% |
| 2017 | +22.11% | +13.87% |
| 2016 | +10.39% | -0.31% |
| 2015 | -2.10% | -7.39% |
| 2014 | +11.58% | +48.29% |
| 2013 | +20.65% | -19.11% |
| 2012 | +1.33% | +3.51% |
| 2011 | N/A | +61.75% |
| 2010 | N/A | +9.96% |
| 2009 | N/A | -6.29% |
SPGM vs ZROZ Drawdown Comparison
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SPGM drawdown is -0.16%. The current ZROZ drawdown is -59.76%.
| Rank | SPGM | ZROZ |
|---|---|---|
| #1 | -33.97% Feb 12, 2020 - Aug 24, 2020 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -25.92% Jan 4, 2022 - Jan 25, 2024 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -21.99% Jun 18, 2015 - Jan 24, 2017 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -19.40% Jan 26, 2018 - Oct 24, 2019 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -16.90% Feb 18, 2025 - Jun 2, 2025 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -13.83% Jul 10, 2014 - Dec 3, 2014 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -11.87% Mar 19, 2012 - Sep 13, 2012 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -9.50% Feb 25, 2026 - Apr 15, 2026 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -8.97% Dec 16, 2013 - May 27, 2014 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -8.55% Jul 16, 2024 - Aug 30, 2024 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -8.37% May 21, 2013 - Aug 8, 2013 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -7.49% Sep 2, 2020 - Nov 9, 2020 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -6.08% Sep 17, 2012 - Dec 18, 2012 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -5.52% Sep 3, 2021 - Oct 25, 2021 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -5.28% Nov 8, 2021 - Jan 4, 2022 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between SPGM and ZROZ is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2009 - 2026)
SPGM vs ZROZ dividend yield comparison.
| Year | SPGM | ZROZ |
|---|---|---|
| 2026 | 0.00% | 1.30% |
| 2025 | 1.89% | 4.96% |
| 2024 | 1.98% | 4.58% |
| 2023 | 2.09% | 3.52% |
| 2022 | 2.37% | 2.76% |
| 2021 | 1.94% | 1.60% |
| 2020 | 1.45% | 1.68% |
| 2019 | 2.46% | 2.22% |
| 2018 | 1.89% | 2.06% |
| 2017 | 2.29% | 2.53% |
| 2016 | 1.87% | 3.00% |
| 2015 | 3.70% | 2.98% |
| 2014 | 2.18% | 2.60% |
| 2013 | 1.75% | 4.28% |
| 2012 | 2.26% | 3.16% |
| 2011 | 0.00% | 2.99% |
| 2010 | 0.00% | 4.55% |
| 2009 | 0.00% | 0.74% |
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