VTWG vs ZROZ

Comparison between VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceVTWG has outperformed ZROZ, delivering a return of +5.1% compared to -11.4%

VTWG vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VTWG(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.06%	0.15%
Max Drawdown	42.40%	67.48%
Sharpe Ratio	1.64	-0.21
5Y Beta	1.21	0.11
P/E Ratio	86.13	N/A
Forward P/E	17.82	N/A
5Y Dividends CAGR	12.75%	3.66%
P/S Ratio	2.09	N/A
P/B Ratio	4.11	N/A

Net Assets

VTWG

$1.40B

ZROZ

$1.40B

Expense Ratio

Winner

VTWG

0.06%

ZROZ

0.15%

Max Drawdown

Winner

VTWG

42.40%

ZROZ

67.48%

Sharpe Ratio

Winner

VTWG

1.64

ZROZ

-0.21

5Y Beta

VTWG

1.21

Winner

ZROZ

0.11

P/E Ratio

VTWG

86.13

ZROZ

N/A

Forward P/E

VTWG

17.82

ZROZ

N/A

5Y Dividends CAGR

Winner

VTWG

12.75%

ZROZ

3.66%

P/S Ratio

VTWG

2.09

ZROZ

N/A

P/B Ratio

VTWG

4.11

ZROZ

N/A

VTWG vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	VTWG	ZROZ
1 month	+11.68%	-1.33%
3 months	+7.74%	-0.95%
6 months	+15.51%	-4.75%
1 year	+41.60%	+0.27%
5 years(CAGR)	+5.15%	-11.36%
10 years(CAGR)	+11.63%	-3.79%
Max(CAGR)	+11.84%	+2.14%

Winner

VTWG

+11.68%

ZROZ

-1.33%

Winner

VTWG

+7.74%

ZROZ

-0.95%

Winner

VTWG

+15.51%

ZROZ

-4.75%

Winner

VTWG

+41.60%

ZROZ

+0.27%

5Y(CAGR)

Winner

VTWG

+5.15%

ZROZ

-11.36%

10Y(CAGR)

Winner

VTWG

+11.63%

ZROZ

-3.79%

Max(CAGR)

Winner

VTWG

+11.84%

ZROZ

+2.14%

VTWG vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VTWG	ZROZ
2026	+12.98%	-0.16%
2025	+12.58%	-1.87%
2024	+16.28%	-15.03%
2023	+19.64%	-1.52%
2022	-27.33%	-39.26%
2021	+4.39%	-4.79%
2020	+34.55%	+22.56%
2019	+28.92%	+20.05%
2018	-10.03%	-3.51%
2017	+21.89%	+13.87%
2016	+14.43%	-0.31%
2015	+0.17%	-7.39%
2014	+7.43%	+48.29%
2013	+39.98%	-19.11%
2012	+13.18%	+3.51%
2011	-4.95%	+61.75%
2010	+21.68%	+9.96%
2009	N/A	-6.29%

VTWG vs ZROZ Drawdown Comparison

The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.

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

The current VTWG drawdown is -1.32%. The current ZROZ drawdown is -59.76%.

Rank	VTWG	ZROZ
#1	-42.07% Feb 9, 2021 - Oct 6, 2025	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-40.36% Feb 19, 2020 - Aug 7, 2020	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-29.43% Apr 29, 2011 - Sep 14, 2012	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-28.77% Jun 23, 2015 - Dec 8, 2016	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-28.53% Aug 31, 2018 - Jan 14, 2020	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-14.88% Jan 22, 2026 - Apr 17, 2026	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-14.50% Mar 4, 2014 - Dec 24, 2014	-17.49% Dec 19, 2011 - May 17, 2012
#8	-11.04% Sep 14, 2012 - Jan 2, 2013	-15.67% Nov 27, 2009 - May 6, 2010
#9	-10.08% Oct 15, 2025 - Dec 10, 2025	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-8.87% Jan 26, 2018 - Mar 9, 2018	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-7.87% Sep 2, 2020 - Oct 7, 2020	-8.29% May 6, 2010 - May 20, 2010
#12	-7.69% Jan 22, 2014 - Feb 24, 2014	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-7.51% Oct 12, 2020 - Nov 5, 2020	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-7.28% Mar 12, 2018 - May 16, 2018	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-6.12% Jul 25, 2017 - Sep 18, 2017	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between VTWG and ZROZ is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2009 - 2026)

VTWG vs ZROZ dividend yield comparison.

Year	VTWG	ZROZ
2026	0.12%	1.30%
2025	0.64%	4.96%
2024	0.55%	4.58%
2023	0.79%	3.52%
2022	0.71%	2.76%
2021	0.54%	1.60%
2020	0.48%	1.68%
2019	0.72%	2.22%
2018	0.72%	2.06%
2017	0.64%	2.53%
2016	0.96%	3.00%
2015	0.72%	2.98%
2014	0.62%	2.60%
2013	0.56%	4.28%
2012	0.81%	3.16%
2011	0.30%	2.99%
2010	0.27%	4.55%
2009	0.00%	0.74%