ZROZ vs SUSC

Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceSUSC has outperformed ZROZ, delivering a return of +0.5% compared to -11.1%

ZROZ vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZROZ(ETF)	SUSC(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.15%	0.18%
Max Drawdown	67.48%	25.83%
Sharpe Ratio	-0.18	0.63
5Y Beta	0.11	0.11
5Y Dividends CAGR	3.66%	14.52%

Net Assets

ZROZ

$1.40B

SUSC

$1.40B

Expense Ratio

Winner

ZROZ

0.15%

SUSC

0.18%

Max Drawdown

ZROZ

67.48%

Winner

SUSC

25.83%

Sharpe Ratio

ZROZ

-0.18

Winner

SUSC

0.63

5Y Beta

ZROZ

0.11

Winner

SUSC

0.11

5Y Dividends CAGR

ZROZ

3.66%

Winner

SUSC

14.52%

ZROZ vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	ZROZ	SUSC
1 month	-1.55%	+0.25%
3 months	-2.96%	-0.33%
6 months	-6.62%	+0.50%
1 year	+0.47%	+6.60%
5 years(CAGR)	-11.09%	+0.54%
10 years(CAGR)	-3.98%	+2.30%
Max(CAGR)	+2.08%	+2.30%

ZROZ

-1.55%

Winner

SUSC

+0.25%

ZROZ

-2.96%

Winner

SUSC

-0.33%

ZROZ

-6.62%

Winner

SUSC

+0.50%

ZROZ

+0.47%

Winner

SUSC

+6.60%

5Y(CAGR)

ZROZ

-11.09%

Winner

SUSC

+0.54%

10Y(CAGR)

ZROZ

-3.98%

Winner

SUSC

+2.30%

Max(CAGR)

ZROZ

+2.08%

Winner

SUSC

+2.30%

ZROZ vs SUSC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ZROZ	SUSC
2026	-1.13%	+0.48%
2025	-1.87%	+7.56%
2024	-15.03%	+2.77%
2023	-1.52%	+7.89%
2022	-39.26%	-15.18%
2021	-4.79%	-1.22%
2020	+22.56%	+9.45%
2019	+20.05%	+14.29%
2018	-3.51%	-2.55%
2017	+13.87%	+1.74%
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 SUSC 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 SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current ZROZ drawdown is -60.14%. The current SUSC drawdown is -1.45%.

Rank	ZROZ	SUSC
#1	-62.94% Mar 9, 2020 - Oct 19, 2023	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-32.29% Jul 25, 2012 - Dec 11, 2014	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-28.88% Aug 26, 2010 - Aug 10, 2011	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-25.82% Jan 30, 2015 - Jun 27, 2016	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-25.21% Jul 8, 2016 - Aug 2, 2019	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-18.35% Oct 3, 2011 - Dec 19, 2011	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-17.49% Dec 19, 2011 - May 17, 2012	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-15.67% Nov 27, 2009 - May 6, 2010	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-12.23% Aug 28, 2019 - Feb 20, 2020	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-9.10% Aug 10, 2011 - Aug 18, 2011	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-8.29% May 6, 2010 - May 20, 2010	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-7.85% Sep 22, 2011 - Oct 3, 2011	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-7.18% Aug 19, 2011 - Sep 2, 2011	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-7.09% Jun 1, 2012 - Jul 20, 2012	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-6.88% Jul 1, 2010 - Aug 16, 2010	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between ZROZ and SUSC is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30

-101

Dividend Comparison (2009 - 2026)

ZROZ vs SUSC dividend yield comparison.

Year	ZROZ	SUSC
2026	1.31%	1.50%
2025	4.96%	4.37%
2024	4.58%	4.34%
2023	3.52%	3.83%
2022	2.76%	2.97%
2021	1.60%	2.21%
2020	1.68%	2.19%
2019	2.22%	3.07%
2018	2.06%	3.33%
2017	2.53%	1.33%
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%