ZROZ vs EVLN

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).

ZROZ vs EVLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	EVLN(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.15%	0.60%
Max Drawdown	68.71%	5.27%
Sharpe Ratio	-0.25	-0.11
5Y Beta	0.09	0.10
5Y Dividends CAGR	5.71%	N/A

Net Assets

ZROZ

$1.40B

EVLN

$1.40B

Expense Ratio

Winner

ZROZ

0.15%

EVLN

0.60%

Max Drawdown

ZROZ

68.71%

Winner

EVLN

5.27%

Sharpe Ratio

ZROZ

-0.25

Winner

EVLN

-0.11

5Y Beta

Winner

ZROZ

0.09

EVLN

0.10

5Y Dividends CAGR

ZROZ

5.71%

EVLN

N/A

ZROZ vs EVLN - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	EVLN
1 month	-7.65%	+0.19%
3 months	-4.26%	+1.12%
6 months	-5.78%	+1.30%
1 year	-1.14%	+3.62%
5 years(CAGR)	-13.81%	N/A
10 years(CAGR)	-5.16%	N/A
Max(CAGR)	+1.87%	+5.90%

ZROZ

-7.65%

Winner

EVLN

+0.19%

ZROZ

-4.26%

Winner

EVLN

+1.12%

ZROZ

-5.78%

Winner

EVLN

+1.30%

ZROZ

-1.14%

Winner

EVLN

+3.62%

5Y(CAGR)

ZROZ

-13.81%

EVLN

N/A

10Y(CAGR)

ZROZ

-5.16%

EVLN

N/A

Max(CAGR)

ZROZ

+1.87%

Winner

EVLN

+5.90%

ZROZ vs EVLN - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	EVLN
2026	-4.05%	+1.69%
2025	-1.87%	+5.58%
2024	-15.03%	+7.28%
2023	-1.52%	N/A
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 EVLN 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 EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.

The current ZROZ drawdown is -61.32%. The current EVLN drawdown is -0.25%.

Rank	ZROZ	EVLN
#1	-62.94% Mar 9, 2020 - Oct 19, 2023	-2.78% Feb 19, 2025 - May 7, 2025
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-1.77% Jan 22, 2026 - Apr 22, 2026
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-0.61% Jul 19, 2024 - Aug 14, 2024
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-0.50% Sep 24, 2025 - Oct 24, 2025
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-0.39% Jun 18, 2026 - Jul 6, 2026
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-0.35% Jul 18, 2025 - Aug 25, 2025
#7	-17.49% Dec 19, 2011 - May 17, 2012	-0.34% Sep 24, 2024 - Sep 30, 2024
#8	-15.67% Nov 27, 2009 - May 6, 2010	-0.34% Dec 13, 2024 - Dec 30, 2024
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-0.25% Jul 20, 2026 - Jul 24, 2026
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-0.25% Jun 4, 2026 - Jun 16, 2026
#11	-8.29% May 6, 2010 - May 20, 2010	-0.24% Sep 19, 2024 - Sep 24, 2024
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-0.22% May 19, 2025 - May 28, 2025
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-0.22% Apr 24, 2026 - May 1, 2026
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-0.20% Jul 8, 2026 - Jul 15, 2026
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-0.17% Aug 29, 2024 - Sep 9, 2024

Correlation

Correlation between ZROZ and EVLN is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

-101

Dividend Comparison (2009 - 2026)

ZROZ vs EVLN dividend yield comparison.

Year	ZROZ	EVLN
2026	2.73%	3.29%
2025	4.96%	7.28%
2024	4.58%	6.41%
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%