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BNDD vs. ZROZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDD vs. ZROZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quadratic Deflation ETF (BNDD) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BNDD achieves a 4.32% return, which is significantly higher than ZROZ's -1.07% return.


BNDD

1D
-0.08%
1M
1.37%
YTD
4.32%
6M
2.24%
1Y
3.39%
3Y*
-3.91%
5Y*
10Y*

ZROZ

1D
-0.48%
1M
1.55%
YTD
-1.07%
6M
-4.36%
1Y
3.89%
3Y*
-7.39%
5Y*
-11.62%
10Y*
-4.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNDD vs. ZROZ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BNDD
Quadratic Deflation ETF
4.32%-8.17%-6.65%4.02%-17.48%5.54%
ZROZ
PIMCO 25+ Year Zero Coupon US Treasury Index Fund
-1.07%-1.84%-16.18%1.19%-41.28%-1.00%

Correlation

The correlation between BNDD and ZROZ is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.69

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (All Time)
Calculated using the full available price history since Sep 22, 2021

0.79

The correlation between BNDD and ZROZ has been stable across timeframes, ranging from 0.69 to 0.79 - a consistent structural relationship.

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Return for Risk

BNDD vs. ZROZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BNDD
BNDD Risk / Return Rank: 1414
Overall Rank
BNDD Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
BNDD Sortino Ratio Rank: 1212
Sortino Ratio Rank
BNDD Omega Ratio Rank: 1212
Omega Ratio Rank
BNDD Calmar Ratio Rank: 1616
Calmar Ratio Rank
BNDD Martin Ratio Rank: 1515
Martin Ratio Rank

ZROZ
ZROZ Risk / Return Rank: 1212
Overall Rank
ZROZ Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
ZROZ Sortino Ratio Rank: 1212
Sortino Ratio Rank
ZROZ Omega Ratio Rank: 1111
Omega Ratio Rank
ZROZ Calmar Ratio Rank: 1212
Calmar Ratio Rank
ZROZ Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BNDD vs. ZROZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quadratic Deflation ETF (BNDD) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BNDDZROZDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.06

1.05

+0.01

Calmar ratioReturn relative to maximum drawdown

0.56

0.28

+0.28

Martin ratioReturn relative to average drawdown

1.20

0.64

+0.56

BNDD vs. ZROZ - Sharpe Ratio Comparison

The current BNDD Sharpe Ratio is 0.32, which is higher than the ZROZ Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of BNDD and ZROZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BNDDZROZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

0.24

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.33

0.09

-0.42

Drawdowns

BNDD vs. ZROZ - Drawdown Comparison

The maximum BNDD drawdown since its inception was -30.87%, smaller than the maximum ZROZ drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for BNDD and ZROZ.


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Drawdown Indicators


BNDDZROZDifference

Max Drawdown

Largest peak-to-trough decline

-30.87%

-62.93%

+32.06%

Max Drawdown (1Y)

Largest decline over 1 year

-6.09%

-14.02%

+7.93%

Max Drawdown (3Y)

Largest decline over 3 years

-20.75%

-28.62%

+7.87%

Max Drawdown (5Y)

Largest decline over 5 years

-57.98%

Max Drawdown (10Y)

Largest decline over 10 years

-62.93%

Current Drawdown

Current decline from peak

-26.51%

-59.93%

+33.42%

Average Drawdown

Average peak-to-trough decline

-19.34%

-24.04%

+4.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

6.12%

-3.29%

Volatility

BNDD vs. ZROZ - Volatility Comparison

The current volatility for Quadratic Deflation ETF (BNDD) is 2.21%, while PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) has a volatility of 4.46%. This indicates that BNDD experiences smaller price fluctuations and is considered to be less risky than ZROZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNDDZROZDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.21%

4.46%

-2.25%

Volatility (6M)

Calculated over the trailing 6-month period

8.11%

10.54%

-2.43%

Volatility (1Y)

Calculated over the trailing 1-year period

10.59%

16.25%

-5.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.38%

23.90%

-10.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.38%

22.06%

-8.68%

BNDD vs. ZROZ - Expense Ratio Comparison

BNDD has a 1.02% expense ratio, which is higher than ZROZ's 0.15% expense ratio.


Dividends

BNDD vs. ZROZ - Dividend Comparison

BNDD's dividend yield for the trailing twelve months is around 3.61%, less than ZROZ's 5.15% yield.


PositionTTM20252024202320222021202020192018201720162015
BNDD
Quadratic Deflation ETF
3.61%3.82%3.85%4.30%43.17%1.04%0.00%0.00%0.00%0.00%0.00%0.00%
ZROZ
PIMCO 25+ Year Zero Coupon US Treasury Index Fund
5.15%4.96%4.58%3.52%2.76%1.60%1.68%2.22%2.06%2.53%3.00%2.98%

Frequently Asked Questions


BNDD and ZROZ have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZROZ has higher volatility (4.46%) compared to BNDD (2.21%). In terms of maximum drawdown, BNDD dropped -30.87% vs ZROZ's -62.93%.

On 3-year performance, BNDD leads with -3.91% vs -7.39% for ZROZ. On fees, ZROZ is cheaper at 0.15% per year. On volatility, BNDD has been the lower-risk option at 2.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BNDD has performed better with a -3.91% return vs -7.39%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ZROZ is cheaper with a 0.15% expense ratio, compared with 1.02% for BNDD.

ZROZ has the higher dividend yield at 5.15%, compared with 3.61% for BNDD.

They also come from different issuers: KraneShares and PIMCO. Their fees differ too: 1.02% for BNDD and 0.15% for ZROZ.

BNDD currently has the higher Sharpe Ratio (0.32 vs 0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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