ZROZ vs UTES
Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed ZROZ, delivering a return of +17.2% compared to -11.9%
ZROZ vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ZROZ vs UTES - Historical Returns
Returns include dividend reinvestment.
ZROZ vs UTES - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ZROZ | UTES |
|---|---|---|
| 2026 | +1.69% | +2.92% |
| 2025 | -1.87% | +22.66% |
| 2024 | -15.03% | +43.95% |
| 2023 | -1.52% | -1.97% |
| 2022 | -39.26% | +1.90% |
| 2021 | -4.79% | +23.82% |
| 2020 | +22.56% | +1.59% |
| 2019 | +20.05% | +27.65% |
| 2018 | -3.51% | +6.28% |
| 2017 | +13.87% | +14.80% |
| 2016 | -0.31% | +16.95% |
| 2015 | -7.39% | +5.54% |
| 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 UTES 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 UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current ZROZ drawdown is -59.01%. The current UTES drawdown is -4.76%.
| Rank | ZROZ | UTES |
|---|---|---|
| #1 | -62.94% Mar 9, 2020 - Oct 19, 2023 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -32.29% Jul 25, 2012 - Dec 11, 2014 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -28.88% Aug 26, 2010 - Aug 10, 2011 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -25.82% Jan 30, 2015 - Jun 27, 2016 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -25.21% Jul 8, 2016 - Aug 2, 2019 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -18.35% Oct 3, 2011 - Dec 19, 2011 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -17.49% Dec 19, 2011 - May 17, 2012 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -15.67% Nov 27, 2009 - May 6, 2010 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -12.23% Aug 28, 2019 - Feb 20, 2020 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -9.10% Aug 10, 2011 - Aug 18, 2011 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -8.29% May 6, 2010 - May 20, 2010 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -7.85% Sep 22, 2011 - Oct 3, 2011 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -7.18% Aug 19, 2011 - Sep 2, 2011 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -7.09% Jun 1, 2012 - Jul 20, 2012 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -6.88% Jul 1, 2010 - Aug 16, 2010 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between ZROZ and UTES is -0.50 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2009 - 2026)
ZROZ vs UTES dividend yield comparison.
| Year | ZROZ | UTES |
|---|---|---|
| 2026 | 1.28% | 0.69% |
| 2025 | 4.96% | 1.42% |
| 2024 | 4.58% | 1.51% |
| 2023 | 3.52% | 2.44% |
| 2022 | 2.76% | 2.13% |
| 2021 | 1.60% | 1.94% |
| 2020 | 1.68% | 2.09% |
| 2019 | 2.22% | 1.84% |
| 2018 | 2.06% | 2.09% |
| 2017 | 2.53% | 3.44% |
| 2016 | 3.00% | 3.53% |
| 2015 | 2.98% | 0.61% |
| 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% |
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