ZROZ vs IWC
Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
5-Year PerformanceIWC has outperformed ZROZ, delivering a return of +7.0% compared to -11.1%
ZROZ vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ZROZ vs IWC - Historical Returns
Returns include dividend reinvestment.
ZROZ vs IWC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ZROZ | IWC |
|---|---|---|
| 2026 | -1.13% | +18.14% |
| 2025 | -1.87% | +22.31% |
| 2024 | -15.03% | +14.33% |
| 2023 | -1.52% | +9.83% |
| 2022 | -39.26% | -23.36% |
| 2021 | -4.79% | +19.37% |
| 2020 | +22.56% | +21.33% |
| 2019 | +20.05% | +20.16% |
| 2018 | -3.51% | -14.02% |
| 2017 | +13.87% | +12.24% |
| 2016 | -0.31% | +23.81% |
| 2015 | -7.39% | -4.75% |
| 2014 | +48.29% | +4.30% |
| 2013 | -19.11% | +40.53% |
| 2012 | +3.51% | +17.20% |
| 2011 | +61.75% | -11.41% |
| 2010 | +9.96% | +25.96% |
| 2009 | -6.29% | +23.05% |
| 2008 | N/A | -38.31% |
| 2007 | N/A | -8.99% |
| 2006 | N/A | +13.12% |
| 2005 | N/A | +2.82% |
ZROZ vs IWC 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 IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current ZROZ drawdown is -60.14%. The current IWC drawdown is -0.68%.
| Rank | ZROZ | IWC |
|---|---|---|
| #1 | -62.94% Mar 9, 2020 - Oct 19, 2023 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -32.29% Jul 25, 2012 - Dec 11, 2014 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -28.88% Aug 26, 2010 - Aug 10, 2011 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -25.82% Jan 30, 2015 - Jun 27, 2016 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -25.21% Jul 8, 2016 - Aug 2, 2019 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -18.35% Oct 3, 2011 - Dec 19, 2011 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -17.49% Dec 19, 2011 - May 17, 2012 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -15.67% Nov 27, 2009 - May 6, 2010 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -12.23% Aug 28, 2019 - Feb 20, 2020 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -9.10% Aug 10, 2011 - Aug 18, 2011 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -8.29% May 6, 2010 - May 20, 2010 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -7.85% Sep 22, 2011 - Oct 3, 2011 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -7.18% Aug 19, 2011 - Sep 2, 2011 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -7.09% Jun 1, 2012 - Jul 20, 2012 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -6.88% Jul 1, 2010 - Aug 16, 2010 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between ZROZ and IWC is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2005 - 2026)
ZROZ vs IWC dividend yield comparison.
| Year | ZROZ | IWC |
|---|---|---|
| 2026 | 1.31% | 0.13% |
| 2025 | 4.96% | 1.10% |
| 2024 | 4.58% | 1.06% |
| 2023 | 3.52% | 1.17% |
| 2022 | 2.76% | 1.18% |
| 2021 | 1.60% | 0.78% |
| 2020 | 1.68% | 0.98% |
| 2019 | 2.22% | 1.19% |
| 2018 | 2.06% | 1.01% |
| 2017 | 2.53% | 1.09% |
| 2016 | 3.00% | 1.16% |
| 2015 | 2.98% | 1.49% |
| 2014 | 2.60% | 1.11% |
| 2013 | 4.28% | 1.01% |
| 2012 | 3.16% | 1.95% |
| 2011 | 2.99% | 1.21% |
| 2010 | 4.55% | 0.82% |
| 2009 | 0.74% | 0.82% |
| 2008 | 0.00% | 1.31% |
| 2007 | 0.00% | 0.79% |
| 2006 | 0.00% | 0.51% |
| 2005 | 0.00% | 0.19% |
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