ZROZ vs IDEQ

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).

ZROZ vs IDEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	IDEQ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.15%	0.40%
Max Drawdown	68.71%	12.95%
Sharpe Ratio	0.05	1.54
5Y Beta	0.11	1.18
5Y Dividends CAGR	3.66%	N/A

Net Assets

ZROZ

$1.40B

IDEQ

$1.40B

Expense Ratio

Winner

ZROZ

0.15%

IDEQ

0.40%

Max Drawdown

ZROZ

68.71%

Winner

IDEQ

12.95%

Sharpe Ratio

ZROZ

0.05

Winner

IDEQ

1.54

5Y Beta

Winner

ZROZ

0.11

IDEQ

1.18

5Y Dividends CAGR

ZROZ

3.66%

IDEQ

N/A

ZROZ vs IDEQ - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	IDEQ
1 month	+4.56%	+1.28%
3 months	+1.45%	+10.71%
6 months	+0.42%	+15.07%
1 year	+3.19%	+29.17%
5 years(CAGR)	-11.89%	N/A
10 years(CAGR)	-3.84%	N/A
Max(CAGR)	+2.23%	+36.85%

Winner

ZROZ

+4.56%

IDEQ

+1.28%

ZROZ

+1.45%

Winner

IDEQ

+10.71%

ZROZ

+0.42%

Winner

IDEQ

+15.07%

ZROZ

+3.19%

Winner

IDEQ

+29.17%

5Y(CAGR)

ZROZ

-11.89%

IDEQ

N/A

10Y(CAGR)

ZROZ

-3.84%

IDEQ

N/A

Max(CAGR)

ZROZ

+2.23%

Winner

IDEQ

+36.85%

ZROZ vs IDEQ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	IDEQ
2026	+1.69%	+13.47%
2025	-1.87%	+11.77%
2024	-15.03%	N/A
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 IDEQ 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 IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.

The current ZROZ drawdown is -59.01%. The current IDEQ drawdown is -3.09%.

Rank	ZROZ	IDEQ
#1	-62.94% Mar 9, 2020 - Oct 19, 2023	-12.95% Feb 25, 2026 - May 6, 2026
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-5.01% Jun 2, 2026 - Jun 15, 2026
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-4.27% Nov 12, 2025 - Dec 2, 2025
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-3.72% May 6, 2026 - May 26, 2026
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-3.41% Oct 6, 2025 - Oct 27, 2025
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-3.09% Jun 22, 2026 - Jun 23, 2026
#7	-17.49% Dec 19, 2011 - May 17, 2012	-2.31% Jan 29, 2026 - Feb 6, 2026
#8	-15.67% Nov 27, 2009 - May 6, 2010	-1.88% Oct 27, 2025 - Nov 11, 2025
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-1.51% Sep 22, 2025 - Oct 1, 2025
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-1.32% Jan 12, 2026 - Jan 21, 2026
#11	-8.29% May 6, 2010 - May 20, 2010	-0.97% Jun 15, 2026 - Jun 18, 2026
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-0.83% Dec 11, 2025 - Dec 19, 2025
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-0.79% Aug 29, 2025 - Sep 5, 2025
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-0.76% Feb 11, 2026 - Feb 18, 2026
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-0.69% Dec 26, 2025 - Jan 2, 2026

Correlation

Correlation between ZROZ and IDEQ is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.09

-101

Dividend Comparison (2009 - 2026)

ZROZ vs IDEQ dividend yield comparison.

Year	ZROZ	IDEQ
2026	1.28%	0.81%
2025	4.96%	0.60%
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%