ZROZ vs IAI
Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed ZROZ, delivering a return of +15.2% compared to -11.9%
ZROZ vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ZROZ vs IAI - Historical Returns
Returns include dividend reinvestment.
ZROZ vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | ZROZ | IAI |
|---|---|---|
| 2026 | +1.69% | +2.71% |
| 2025 | -1.87% | +25.49% |
| 2024 | -15.03% | +35.52% |
| 2023 | -1.52% | +14.79% |
| 2022 | -39.26% | -11.75% |
| 2021 | -4.79% | +41.17% |
| 2020 | +22.56% | +17.15% |
| 2019 | +20.05% | +23.36% |
| 2018 | -3.51% | -9.42% |
| 2017 | +13.87% | +27.80% |
| 2016 | -0.31% | +24.66% |
| 2015 | -7.39% | -0.96% |
| 2014 | +48.29% | +12.35% |
| 2013 | -19.11% | +61.82% |
| 2012 | +3.51% | +13.26% |
| 2011 | +61.75% | -28.09% |
| 2010 | +9.96% | +2.58% |
| 2009 | -6.29% | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
ZROZ vs IAI 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 IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current ZROZ drawdown is -59.01%. The current IAI drawdown is -1.92%.
| Rank | ZROZ | IAI |
|---|---|---|
| #1 | -62.94% Mar 9, 2020 - Oct 19, 2023 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -32.29% Jul 25, 2012 - Dec 11, 2014 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -28.88% Aug 26, 2010 - Aug 10, 2011 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -25.82% Jan 30, 2015 - Jun 27, 2016 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -25.21% Jul 8, 2016 - Aug 2, 2019 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -18.35% Oct 3, 2011 - Dec 19, 2011 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -17.49% Dec 19, 2011 - May 17, 2012 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -15.67% Nov 27, 2009 - May 6, 2010 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -12.23% Aug 28, 2019 - Feb 20, 2020 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -9.10% Aug 10, 2011 - Aug 18, 2011 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -8.29% May 6, 2010 - May 20, 2010 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -7.85% Sep 22, 2011 - Oct 3, 2011 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -7.18% Aug 19, 2011 - Sep 2, 2011 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -7.09% Jun 1, 2012 - Jul 20, 2012 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -6.88% Jul 1, 2010 - Aug 16, 2010 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between ZROZ and IAI is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2006 - 2026)
ZROZ vs IAI dividend yield comparison.
| Year | ZROZ | IAI |
|---|---|---|
| 2026 | 1.28% | 0.63% |
| 2025 | 4.96% | 0.95% |
| 2024 | 4.58% | 1.05% |
| 2023 | 3.52% | 1.80% |
| 2022 | 2.76% | 2.14% |
| 2021 | 1.60% | 1.31% |
| 2020 | 1.68% | 1.55% |
| 2019 | 2.22% | 1.52% |
| 2018 | 2.06% | 1.58% |
| 2017 | 2.53% | 1.37% |
| 2016 | 3.00% | 1.49% |
| 2015 | 2.98% | 1.31% |
| 2014 | 2.60% | 1.13% |
| 2013 | 4.28% | 1.13% |
| 2012 | 3.16% | 2.97% |
| 2011 | 2.99% | 1.25% |
| 2010 | 4.55% | 1.62% |
| 2009 | 0.74% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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