ZROZ vs DFGX

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF).

ZROZ vs DFGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	DFGX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.15%	0.20%
Max Drawdown	67.48%	5.06%
Sharpe Ratio	-0.18	-0.13
5Y Beta	0.11	0.04
5Y Dividends CAGR	3.66%	N/A

Net Assets

ZROZ

$1.40B

Winner

DFGX

$1.50B

Expense Ratio

Winner

ZROZ

0.15%

DFGX

0.20%

Max Drawdown

ZROZ

67.48%

Winner

DFGX

5.06%

Sharpe Ratio

ZROZ

-0.18

Winner

DFGX

-0.13

5Y Beta

ZROZ

0.11

Winner

DFGX

0.04

5Y Dividends CAGR

ZROZ

3.66%

DFGX

N/A

ZROZ vs DFGX - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	DFGX
1 month	-1.55%	+0.06%
3 months	-2.96%	-0.78%
6 months	-6.62%	-0.54%
1 year	+0.47%	+3.31%
5 years(CAGR)	-11.09%	N/A
10 years(CAGR)	-3.98%	N/A
Max(CAGR)	+2.08%	+4.96%

ZROZ

-1.55%

Winner

DFGX

+0.06%

ZROZ

-2.96%

Winner

DFGX

-0.78%

ZROZ

-6.62%

Winner

DFGX

-0.54%

ZROZ

+0.47%

Winner

DFGX

+3.31%

5Y(CAGR)

ZROZ

-11.09%

DFGX

N/A

10Y(CAGR)

ZROZ

-3.98%

DFGX

N/A

Max(CAGR)

ZROZ

+2.08%

Winner

DFGX

+4.96%

ZROZ vs DFGX - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	DFGX
2026	-1.13%	+0.40%
2025	-1.87%	+3.38%
2024	-15.03%	+4.14%
2023	-1.52%	+4.95%
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 DFGX 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 DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current ZROZ drawdown is -60.14%. The current DFGX drawdown is -1.92%.

Rank	ZROZ	DFGX
#1	-62.94% Mar 9, 2020 - Oct 19, 2023	-3.32% Feb 27, 2026 - Mar 27, 2026
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-2.74% Dec 6, 2024 - May 30, 2025
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-1.93% Dec 27, 2023 - Mar 8, 2024
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-1.75% Mar 28, 2024 - Jul 11, 2024
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-1.47% Sep 16, 2024 - Nov 29, 2024
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-1.38% Oct 28, 2025 - Feb 12, 2026
#7	-17.49% Dec 19, 2011 - May 17, 2012	-0.91% Aug 13, 2025 - Sep 8, 2025
#8	-15.67% Nov 27, 2009 - May 6, 2010	-0.87% Jul 1, 2025 - Aug 1, 2025
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-0.84% Dec 6, 2023 - Dec 13, 2023
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-0.82% Aug 5, 2024 - Aug 14, 2024
#11	-8.29% May 6, 2010 - May 20, 2010	-0.64% Mar 8, 2024 - Mar 22, 2024
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-0.62% Jun 4, 2025 - Jun 25, 2025
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-0.54% Nov 8, 2023 - Nov 14, 2023
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-0.47% Jul 16, 2024 - Jul 29, 2024
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-0.46% Aug 14, 2024 - Sep 4, 2024

Correlation

Correlation between ZROZ and DFGX 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 DFGX dividend yield comparison.

Year	ZROZ	DFGX
2026	1.31%	0.00%
2025	4.96%	2.84%
2024	4.58%	4.61%
2023	3.52%	0.49%
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%