ZROZ vs FGD

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed ZROZ, delivering a return of +10.8% compared to -11.9%

ZROZ vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	FGD(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.15%	0.55%
Max Drawdown	68.71%	70.20%
Sharpe Ratio	0.05	1.73
5Y Beta	0.11	0.54
5Y Dividends CAGR	3.66%	4.42%

Net Assets

ZROZ

$1.40B

Winner

FGD

$1.50B

Expense Ratio

Winner

ZROZ

0.15%

FGD

0.55%

Max Drawdown

Winner

ZROZ

68.71%

FGD

70.20%

Sharpe Ratio

ZROZ

0.05

Winner

FGD

1.73

5Y Beta

Winner

ZROZ

0.11

FGD

0.54

5Y Dividends CAGR

ZROZ

3.66%

Winner

FGD

4.42%

ZROZ vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	FGD
1 month	+4.56%	-3.22%
3 months	+1.45%	+3.98%
6 months	+0.42%	+8.42%
1 year	+3.19%	+27.07%
5 years(CAGR)	-11.89%	+10.79%
10 years(CAGR)	-3.84%	+9.26%
Max(CAGR)	+2.23%	+5.83%

Winner

ZROZ

+4.56%

FGD

-3.22%

ZROZ

+1.45%

Winner

FGD

+3.98%

ZROZ

+0.42%

Winner

FGD

+8.42%

ZROZ

+3.19%

Winner

FGD

+27.07%

5Y(CAGR)

ZROZ

-11.89%

Winner

FGD

+10.79%

10Y(CAGR)

ZROZ

-3.84%

Winner

FGD

+9.26%

Max(CAGR)

ZROZ

+2.23%

Winner

FGD

+5.83%

ZROZ vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	FGD
2026	+1.69%	+7.46%
2025	-1.87%	+44.34%
2024	-15.03%	+6.10%
2023	-1.52%	+8.21%
2022	-39.26%	-7.94%
2021	-4.79%	+21.01%
2020	+22.56%	-5.99%
2019	+20.05%	+20.71%
2018	-3.51%	-13.23%
2017	+13.87%	+16.88%
2016	-0.31%	+13.11%
2015	-7.39%	-10.18%
2014	+48.29%	-0.01%
2013	-19.11%	+16.37%
2012	+3.51%	+13.69%
2011	+61.75%	-3.02%
2010	+9.96%	+10.29%
2009	-6.29%	+58.23%
2008	N/A	-50.12%
2007	N/A	+2.70%

ZROZ vs FGD 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 FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current ZROZ drawdown is -59.01%. The current FGD drawdown is -4.09%.

Rank	ZROZ	FGD
#1	-62.94% Mar 9, 2020 - Oct 19, 2023	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-28.68% Feb 9, 2022 - May 14, 2024
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-17.49% Dec 19, 2011 - May 17, 2012	-10.80% May 8, 2013 - Sep 10, 2013
#8	-15.67% Nov 27, 2009 - May 6, 2010	-9.82% Feb 20, 2026 - Mar 20, 2026
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-8.29% May 6, 2010 - May 20, 2010	-6.40% May 17, 2024 - Jul 31, 2024
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between ZROZ and FGD is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2007 - 2026)

ZROZ vs FGD dividend yield comparison.

Year	ZROZ	FGD
2026	1.28%	0.34%
2025	4.96%	5.62%
2024	4.58%	5.87%
2023	3.52%	6.44%
2022	2.76%	5.74%
2021	1.60%	5.35%
2020	1.68%	6.17%
2019	2.22%	5.19%
2018	2.06%	5.88%
2017	2.53%	4.01%
2016	3.00%	4.36%
2015	2.98%	5.07%
2014	2.60%	5.18%
2013	4.28%	4.51%
2012	3.16%	4.93%
2011	2.99%	5.15%
2010	4.55%	4.23%
2009	0.74%	3.13%
2008	0.00%	9.79%
2007	0.00%	0.52%