UYLD vs ZROZ
Comparison between ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
UYLD vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UYLD
$1.40B
ZROZ
$1.40B
Expense Ratio
UYLD
0.34%
Winner
ZROZ
0.15%
Max Drawdown
Winner
UYLD
0.99%
ZROZ
67.48%
Sharpe Ratio
Winner
UYLD
2.18
ZROZ
-0.21
5Y Beta
Winner
UYLD
0.00
ZROZ
0.11
5Y Dividends CAGR
UYLD
N/A
ZROZ
3.66%
UYLD vs ZROZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UYLD
+0.39%
ZROZ
-1.33%
3M
Winner
UYLD
+0.87%
ZROZ
-0.95%
6M
Winner
UYLD
+2.11%
ZROZ
-4.75%
1Y
Winner
UYLD
+5.00%
ZROZ
+0.27%
5Y(CAGR)
UYLD
N/A
ZROZ
-11.36%
10Y(CAGR)
UYLD
N/A
ZROZ
-3.79%
Max(CAGR)
Winner
UYLD
+5.90%
ZROZ
+2.14%
UYLD vs ZROZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | UYLD | ZROZ |
|---|---|---|
| 2026 | +1.38% | -0.16% |
| 2025 | +5.39% | -1.87% |
| 2024 | +6.02% | -15.03% |
| 2023 | +6.76% | -1.52% |
| 2022 | +1.12% | -39.26% |
| 2021 | N/A | -4.79% |
| 2020 | N/A | +22.56% |
| 2019 | N/A | +20.05% |
| 2018 | N/A | -3.51% |
| 2017 | N/A | +13.87% |
| 2016 | N/A | -0.31% |
| 2015 | N/A | -7.39% |
| 2014 | N/A | +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% |
UYLD vs ZROZ Drawdown Comparison
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 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 | UYLD | ZROZ |
|---|---|---|
| #1 | -0.54% Dec 30, 2024 - Feb 6, 2025 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -0.41% Nov 10, 2022 - Dec 5, 2022 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -0.35% Apr 6, 2023 - May 3, 2023 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -0.27% May 4, 2023 - May 31, 2023 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -0.27% Jan 27, 2023 - Feb 22, 2023 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -0.24% Mar 27, 2023 - Apr 4, 2023 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -0.19% Apr 3, 2025 - Apr 22, 2025 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -0.18% Dec 21, 2022 - Jan 3, 2023 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -0.17% Mar 15, 2023 - Mar 24, 2023 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -0.15% Dec 14, 2022 - Dec 21, 2022 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -0.14% Oct 30, 2023 - Nov 3, 2023 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -0.14% Jan 3, 2023 - Jan 6, 2023 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -0.14% Jun 14, 2024 - Jun 21, 2024 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -0.14% Aug 2, 2024 - Aug 12, 2024 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -0.14% Mar 9, 2026 - Mar 31, 2026 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between UYLD and ZROZ is -0.74 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.74
-101
Dividend Comparison (2009 - 2026)
UYLD vs ZROZ dividend yield comparison.
| Year | UYLD | ZROZ |
|---|---|---|
| 2026 | 1.44% | 1.30% |
| 2025 | 5.07% | 4.96% |
| 2024 | 4.97% | 4.58% |
| 2023 | 5.92% | 3.52% |
| 2022 | 0.75% | 2.76% |
| 2021 | 0.00% | 1.60% |
| 2020 | 0.00% | 1.68% |
| 2019 | 0.00% | 2.22% |
| 2018 | 0.00% | 2.06% |
| 2017 | 0.00% | 2.53% |
| 2016 | 0.00% | 3.00% |
| 2015 | 0.00% | 2.98% |
| 2014 | 0.00% | 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% |
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