ZROZ vs CHAT
Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT, ETF).
ZROZ vs CHAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZROZ
$1.40B
CHAT
$1.40B
Expense Ratio
Winner
ZROZ
0.15%
CHAT
0.75%
Max Drawdown
ZROZ
67.48%
Winner
CHAT
31.34%
Sharpe Ratio
ZROZ
-0.18
Winner
CHAT
2.93
5Y Beta
Winner
ZROZ
0.11
CHAT
1.61
P/E Ratio
ZROZ
N/A
CHAT
48.25
Forward P/E
ZROZ
N/A
CHAT
27.94
PEG Ratio
ZROZ
N/A
CHAT
0.25
5Y Dividends CAGR
ZROZ
3.66%
CHAT
N/A
5Y EPS CAGR
ZROZ
N/A
CHAT
34.28%
Debt to Equity
ZROZ
N/A
CHAT
22.60%
P/S Ratio
ZROZ
N/A
CHAT
4.93
P/B Ratio
ZROZ
N/A
CHAT
9.93
ZROZ vs CHAT - Historical Returns
Returns include dividend reinvestment.
1M
ZROZ
-1.55%
Winner
CHAT
+25.13%
3M
ZROZ
-2.96%
Winner
CHAT
+38.46%
6M
ZROZ
-6.62%
Winner
CHAT
+41.15%
1Y
ZROZ
+0.47%
Winner
CHAT
+124.67%
5Y(CAGR)
ZROZ
-11.09%
CHAT
N/A
10Y(CAGR)
ZROZ
-3.98%
CHAT
N/A
Max(CAGR)
ZROZ
+2.08%
Winner
CHAT
+51.45%
ZROZ vs CHAT - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ZROZ | CHAT |
|---|---|---|
| 2026 | -1.13% | +43.80% |
| 2025 | -1.87% | +48.87% |
| 2024 | -15.03% | +34.02% |
| 2023 | -1.52% | +19.23% |
| 2022 | -39.26% | N/A |
| 2021 | -4.79% | N/A |
| 2020 | +22.56% | N/A |
| 2019 | +20.05% | N/A |
| 2018 | -3.51% | N/A |
| 2017 | +13.87% | N/A |
| 2016 | -0.31% | N/A |
| 2015 | -7.39% | N/A |
| 2014 | +48.29% | N/A |
| 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 CHAT 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 CHAT was -31.34%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current ZROZ drawdown is -60.14%.
| Rank | ZROZ | CHAT |
|---|---|---|
| #1 | -62.94% Mar 9, 2020 - Oct 19, 2023 | -31.34% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -32.29% Jul 25, 2012 - Dec 11, 2014 | -18.98% Jul 10, 2024 - Oct 29, 2024 |
| #3 | -28.88% Aug 26, 2010 - Aug 10, 2011 | -16.73% Aug 1, 2023 - Dec 14, 2023 |
| #4 | -25.82% Jan 30, 2015 - Jun 27, 2016 | -16.28% Oct 29, 2025 - Feb 20, 2026 |
| #5 | -25.21% Jul 8, 2016 - Aug 2, 2019 | -13.39% Mar 7, 2024 - Jun 13, 2024 |
| #6 | -18.35% Oct 3, 2011 - Dec 19, 2011 | -10.93% Feb 20, 2026 - Apr 8, 2026 |
| #7 | -17.49% Dec 19, 2011 - May 17, 2012 | -6.56% Jun 15, 2023 - Jul 13, 2023 |
| #8 | -15.67% Nov 27, 2009 - May 6, 2010 | -5.80% Aug 12, 2025 - Sep 9, 2025 |
| #9 | -12.23% Aug 28, 2019 - Feb 20, 2020 | -5.46% Dec 16, 2024 - Jan 6, 2025 |
| #10 | -9.10% Aug 10, 2011 - Aug 18, 2011 | -5.24% Jan 6, 2025 - Jan 21, 2025 |
| #11 | -8.29% May 6, 2010 - May 20, 2010 | -5.18% Nov 7, 2024 - Dec 4, 2024 |
| #12 | -7.85% Sep 22, 2011 - Oct 3, 2011 | -5.11% Oct 9, 2025 - Oct 27, 2025 |
| #13 | -7.18% Aug 19, 2011 - Sep 2, 2011 | -4.64% Feb 15, 2024 - Feb 22, 2024 |
| #14 | -7.09% Jun 1, 2012 - Jul 20, 2012 | -4.48% Apr 24, 2026 - May 1, 2026 |
| #15 | -6.88% Jul 1, 2010 - Aug 16, 2010 | -4.12% Dec 28, 2023 - Jan 11, 2024 |
Correlation
Correlation between ZROZ and CHAT is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.51
-101
Dividend Comparison (2009 - 2026)
ZROZ vs CHAT dividend yield comparison.
| Year | ZROZ | CHAT |
|---|---|---|
| 2026 | 1.31% | 0.00% |
| 2025 | 4.96% | 2.85% |
| 2024 | 4.58% | 0.00% |
| 2023 | 3.52% | 0.00% |
| 2022 | 2.76% | 0.00% |
| 2021 | 1.60% | 0.00% |
| 2020 | 1.68% | 0.00% |
| 2019 | 2.22% | 0.00% |
| 2018 | 2.06% | 0.00% |
| 2017 | 2.53% | 0.00% |
| 2016 | 3.00% | 0.00% |
| 2015 | 2.98% | 0.00% |
| 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% |
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