ZROZ vs ARKW

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).

5-Year PerformanceARKW has outperformed ZROZ, delivering a return of +1.7% compared to -11.4%

ZROZ vs ARKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	ARKW(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.15%	0.76%
Max Drawdown	67.48%	80.55%
Sharpe Ratio	-0.21	1.18
5Y Beta	0.11	1.75
P/E Ratio	N/A	-59.25
Forward P/E	N/A	46.70
5Y Dividends CAGR	3.66%	N/A
P/S Ratio	N/A	3.95
P/B Ratio	N/A	6.71

Net Assets

ZROZ

$1.40B

Winner

ARKW

$1.50B

Expense Ratio

Winner

ZROZ

0.15%

ARKW

0.76%

Max Drawdown

Winner

ZROZ

67.48%

ARKW

80.55%

Sharpe Ratio

ZROZ

-0.21

Winner

ARKW

1.18

5Y Beta

Winner

ZROZ

0.11

ARKW

1.75

P/E Ratio

ZROZ

N/A

ARKW

-59.25

Forward P/E

ZROZ

N/A

ARKW

46.70

5Y Dividends CAGR

ZROZ

3.66%

ARKW

N/A

P/S Ratio

ZROZ

N/A

ARKW

3.95

P/B Ratio

ZROZ

N/A

ARKW

6.71

ZROZ vs ARKW - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	ARKW
1 month	-1.33%	+17.62%
3 months	-0.95%	+14.83%
6 months	-4.75%	-8.19%
1 year	+0.27%	+40.74%
5 years(CAGR)	-11.36%	+1.71%
10 years(CAGR)	-3.79%	+23.96%
Max(CAGR)	+2.14%	+20.78%

ZROZ

-1.33%

Winner

ARKW

+17.62%

ZROZ

-0.95%

Winner

ARKW

+14.83%

Winner

ZROZ

-4.75%

ARKW

-8.19%

ZROZ

+0.27%

Winner

ARKW

+40.74%

5Y(CAGR)

ZROZ

-11.36%

Winner

ARKW

+1.71%

10Y(CAGR)

ZROZ

-3.79%

Winner

ARKW

+23.96%

Max(CAGR)

ZROZ

+2.14%

Winner

ARKW

+20.78%

ZROZ vs ARKW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	ARKW
2026	-0.16%	-1.50%
2025	-1.87%	+37.47%
2024	-15.03%	+48.08%
2023	-1.52%	+101.17%
2022	-39.26%	-68.05%
2021	-4.79%	-18.52%
2020	+22.56%	+151.90%
2019	+20.05%	+35.63%
2018	-3.51%	+1.03%
2017	+13.87%	+84.89%
2016	-0.31%	+11.88%
2015	-7.39%	+16.62%
2014	+48.29%	+2.70%
2013	-19.11%	N/A
2012	+3.51%	N/A
2011	+61.75%	N/A
2010	+9.96%	N/A
2009	-6.29%	N/A

ZROZ vs ARKW Drawdown Comparison

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

The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current ZROZ drawdown is -59.76%. The current ARKW drawdown is -20.30%.

Rank	ZROZ	ARKW
#1	-62.94% Mar 9, 2020 - Oct 19, 2023	-80.52% Feb 12, 2021 - Dec 28, 2022
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-40.66% Feb 19, 2020 - May 19, 2020
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-31.62% Dec 2, 2015 - Jul 18, 2016
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-25.49% Aug 29, 2018 - Mar 21, 2019
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-14.72% May 3, 2019 - Jul 15, 2019
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-14.03% Sep 1, 2020 - Oct 8, 2020
#7	-17.49% Dec 19, 2011 - May 17, 2012	-13.41% Jul 24, 2019 - Nov 22, 2019
#8	-15.67% Nov 27, 2009 - May 6, 2010	-13.23% Jun 22, 2015 - Dec 1, 2015
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-12.00% Mar 12, 2018 - Jun 4, 2018
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-9.72% Nov 6, 2020 - Nov 20, 2020
#11	-8.29% May 6, 2010 - May 20, 2010	-9.07% Jan 26, 2018 - Feb 15, 2018
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-8.59% Oct 13, 2020 - Nov 5, 2020
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-8.44% Oct 3, 2014 - Oct 31, 2014
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-7.51% Jun 18, 2018 - Aug 27, 2018
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-7.49% Oct 3, 2016 - Nov 17, 2016

Correlation

Correlation between ZROZ and ARKW is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (2009 - 2026)

ZROZ vs ARKW dividend yield comparison.

Year	ZROZ	ARKW
2026	1.30%	0.00%
2025	4.96%	1.59%
2024	4.58%	0.00%
2023	3.52%	0.00%
2022	2.76%	0.00%
2021	1.60%	0.17%
2020	1.68%	1.29%
2019	2.22%	0.00%
2018	2.06%	13.05%
2017	2.53%	2.05%
2016	3.00%	0.00%
2015	2.98%	2.29%
2014	2.60%	0.00%
2013	4.28%	0.00%
2012	3.16%	0.00%
2011	2.99%	0.00%
2010	4.55%	0.00%
2009	0.74%	0.00%