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GOVI vs. GOVZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOVI vs. GOVZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) and iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GOVI achieves a 0.99% return, which is significantly lower than GOVZ's 3.57% return.


GOVI

1D
0.87%
1M
2.26%
YTD
0.99%
6M
0.58%
1Y
3.90%
3Y*
1.25%
5Y*
-2.60%
10Y*
-0.09%

GOVZ

1D
2.29%
1M
6.77%
YTD
3.57%
6M
1.48%
1Y
4.27%
3Y*
-6.85%
5Y*
-11.18%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOVI vs. GOVZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
GOVI
Invesco Equal Weight 0-30 Year Treasury ETF
0.99%5.84%-2.95%3.31%-19.98%-3.76%-2.26%
GOVZ
iShares 25+ Year Treasury STRIPS Bond ETF
3.57%-1.81%-16.24%0.90%-41.03%-4.86%-5.61%

Correlation

The correlation between GOVI and GOVZ is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

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

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2020

0.96

The correlation between GOVI and GOVZ has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.

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Return for Risk

GOVI vs. GOVZ — Risk / Return Rank

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

GOVI
GOVI Risk / Return Rank: 1818
Overall Rank
GOVI Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
GOVI Sortino Ratio Rank: 1818
Sortino Ratio Rank
GOVI Omega Ratio Rank: 1717
Omega Ratio Rank
GOVI Calmar Ratio Rank: 1818
Calmar Ratio Rank
GOVI Martin Ratio Rank: 1818
Martin Ratio Rank

GOVZ
GOVZ Risk / Return Rank: 1212
Overall Rank
GOVZ Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
GOVZ Sortino Ratio Rank: 1212
Sortino Ratio Rank
GOVZ Omega Ratio Rank: 1111
Omega Ratio Rank
GOVZ Calmar Ratio Rank: 1212
Calmar Ratio Rank
GOVZ 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.

GOVI vs. GOVZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) and iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GOVIGOVZDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.42

Omega ratioGain probability vs. loss probability

1.10

1.06

+0.05

Calmar ratioReturn relative to maximum drawdown

0.72

0.30

+0.42

Martin ratioReturn relative to average drawdown

1.88

0.66

+1.23

GOVI vs. GOVZ - Sharpe Ratio Comparison

The current GOVI Sharpe Ratio is 0.61, which is higher than the GOVZ Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of GOVI and GOVZ, 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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Drawdowns

GOVI vs. GOVZ - Drawdown Comparison

The maximum GOVI drawdown since its inception was -32.70%, smaller than the maximum GOVZ drawdown of -59.65%. Use the drawdown chart below to compare losses from any high point for GOVI and GOVZ.


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Drawdown Indicators


GOVIGOVZDifference

Max Drawdown

Largest peak-to-trough decline

-32.70%

-59.65%

+26.95%

Max Drawdown (1Y)

Largest decline over 1 year

-5.45%

-14.16%

+8.71%

Max Drawdown (3Y)

Largest decline over 3 years

-11.58%

-28.72%

+17.14%

Max Drawdown (5Y)

Largest decline over 5 years

-28.30%

-57.63%

+29.33%

Max Drawdown (10Y)

Largest decline over 10 years

-32.70%

Current Drawdown

Current decline from peak

-21.18%

-54.49%

+33.31%

Average Drawdown

Average peak-to-trough decline

-9.68%

-40.04%

+30.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

6.51%

-4.43%

Volatility

GOVI vs. GOVZ - Volatility Comparison

The current volatility for Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) is 1.79%, while iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) has a volatility of 4.06%. This indicates that GOVI experiences smaller price fluctuations and is considered to be less risky than GOVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOVIGOVZDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.79%

4.06%

-2.27%

Volatility (6M)

Calculated over the trailing 6-month period

4.74%

10.91%

-6.17%

Volatility (1Y)

Calculated over the trailing 1-year period

6.47%

15.89%

-9.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.86%

23.88%

-14.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.09%

23.29%

-14.20%

GOVI vs. GOVZ - Expense Ratio Comparison

Both GOVI and GOVZ have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

GOVI vs. GOVZ - Dividend Comparison

GOVI's dividend yield for the trailing twelve months is around 3.79%, less than GOVZ's 4.95% yield.


PositionTTM20252024202320222021202020192018201720162015
GOVI
Invesco Equal Weight 0-30 Year Treasury ETF
3.79%3.75%3.56%2.87%1.97%1.15%1.00%1.96%2.14%2.02%2.00%2.14%
GOVZ
iShares 25+ Year Treasury STRIPS Bond ETF
4.95%5.00%4.68%3.84%3.69%1.76%0.39%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, GOVI and GOVZ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GOVZ has higher volatility (4.06%) compared to GOVI (1.79%). In terms of maximum drawdown, GOVI dropped -32.70% vs GOVZ's -59.65%.

On 5-year performance, GOVI leads with -2.60% vs -11.18% for GOVZ. Both ETFs have the same 0.15% expense ratio. On volatility, GOVI has been the lower-risk option at 1.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GOVI has performed better with a -2.60% return vs -11.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GOVI and GOVZ have the same expense ratio: 0.15% per year.

GOVZ has the higher dividend yield at 4.95%, compared with 3.79% for GOVI.

GOVI tracks ICE 1-30 Year Laddered Maturity U.S. Treasury Index, while GOVZ tracks ICE BofA Long US Treasury Principal STRIPS Index. They also come from different issuers: Invesco and iShares.

GOVI currently has the higher Sharpe Ratio (0.61 vs 0.27), 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.

Portfolio Optimizer

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