ZROZ vs IGRO

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF).

5-Year PerformanceIGRO has outperformed ZROZ, delivering a return of +9.3% compared to -14.7%

ZROZ vs IGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	IGRO(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.15%	0.15%
Max Drawdown	70.00%	37.05%
Sharpe Ratio	-0.53	1.23
5Y Beta	0.14	0.52
5Y Dividends CAGR	5.71%	9.33%

Net Assets

ZROZ

$1.30B

IGRO

$1.30B

Expense Ratio

ZROZ

0.15%

IGRO

0.15%

Max Drawdown

ZROZ

70.00%

Winner

IGRO

37.05%

Sharpe Ratio

ZROZ

-0.53

Winner

IGRO

1.23

5Y Beta

Winner

ZROZ

0.14

IGRO

0.52

5Y Dividends CAGR

ZROZ

5.71%

Winner

IGRO

9.33%

ZROZ vs IGRO - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	IGRO
1 month	-3.51%	+3.07%
3 months	-3.58%	+6.00%
6 months	-11.00%	+5.25%
1 year	-4.95%	+20.97%
5 years(CAGR)	-14.66%	+9.26%
10 years(CAGR)	-5.60%	+9.02%
Max(CAGR)	+1.67%	+9.49%

ZROZ

-3.51%

Winner

IGRO

+3.07%

ZROZ

-3.58%

Winner

IGRO

+6.00%

ZROZ

-11.00%

Winner

IGRO

+5.25%

ZROZ

-4.95%

Winner

IGRO

+20.97%

5Y(CAGR)

ZROZ

-14.66%

Winner

IGRO

+9.26%

10Y(CAGR)

ZROZ

-5.60%

Winner

IGRO

+9.02%

Max(CAGR)

ZROZ

+1.67%

Winner

IGRO

+9.49%

ZROZ vs IGRO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	IGRO
2026	-6.96%	+12.97%
2025	-1.87%	+24.75%
2024	-15.03%	+8.96%
2023	-1.52%	+14.74%
2022	-39.26%	-12.77%
2021	-4.79%	+9.19%
2020	+22.56%	+6.63%
2019	+20.05%	+26.09%
2018	-3.51%	-13.77%
2017	+13.87%	+24.28%
2016	-0.31%	+3.36%
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 IGRO Drawdown Comparison

The maximum drawdown for ZROZ was -63.12%, occurring on Aug 17, 2026. This drawdown has not yet recovered.

The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.

The current ZROZ drawdown is -62.50%. The current IGRO drawdown is -0.66%.

Rank	ZROZ	IGRO
#1	-63.12% Mar 9, 2020 - Aug 17, 2026	-36.25% Jan 2, 2020 - Nov 11, 2020
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-26.02% Jun 15, 2021 - Feb 1, 2024
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-19.99% Jan 24, 2018 - Nov 6, 2019
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-11.12% Sep 26, 2024 - Apr 28, 2025
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-10.00% Feb 26, 2026 - Jul 2, 2026
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-9.96% Sep 6, 2016 - Feb 23, 2017
#7	-17.49% Dec 19, 2011 - May 17, 2012	-9.33% Jun 8, 2016 - Aug 1, 2016
#8	-15.67% Nov 27, 2009 - May 6, 2010	-5.57% Jul 31, 2024 - Aug 16, 2024
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-5.10% Mar 8, 2024 - May 9, 2024
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-4.54% Jul 23, 2025 - Aug 22, 2025
#11	-8.29% May 6, 2010 - May 20, 2010	-4.34% Aug 1, 2016 - Sep 6, 2016
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-3.72% Jun 6, 2024 - Jul 10, 2024
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-3.64% Feb 16, 2021 - Mar 11, 2021
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-3.41% Jan 8, 2021 - Feb 16, 2021
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-3.35% Nov 12, 2025 - Nov 28, 2025

Correlation

Correlation between ZROZ and IGRO is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101

Dividend Comparison (2009 - 2026)

ZROZ vs IGRO dividend yield comparison.

Year	ZROZ	IGRO
2026	2.81%	1.61%
2025	4.96%	2.51%
2024	4.58%	2.44%
2023	3.52%	2.79%
2022	2.76%	2.69%
2021	1.60%	2.27%
2020	1.68%	2.41%
2019	2.22%	2.65%
2018	2.06%	2.97%
2017	2.53%	2.43%
2016	3.00%	1.18%
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%