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GOVZ vs. XONE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GOVZ vs. XONE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) and Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE). The values are adjusted to include any dividend payments, if applicable.

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GOVZ vs. XONE - Yearly Performance Comparison


2026 (YTD)2025202420232022
GOVZ
iShares 25+ Year Treasury STRIPS Bond ETF
-0.07%-1.81%-16.24%0.90%-10.95%
XONE
Bondbloxx Bloomberg One Year Target Duration US Treasury ETF
0.59%4.41%4.83%4.74%0.60%

Returns By Period

In the year-to-date period, GOVZ achieves a -0.07% return, which is significantly lower than XONE's 0.59% return.


GOVZ

1D
-0.43%
1M
-6.18%
YTD
-0.07%
6M
-3.49%
1Y
-6.30%
3Y*
-8.76%
5Y*
-10.89%
10Y*

XONE

1D
0.03%
1M
0.04%
YTD
0.59%
6M
1.68%
1Y
3.87%
3Y*
4.43%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GOVZ vs. XONE - Expense Ratio Comparison

GOVZ has a 0.15% expense ratio, which is higher than XONE's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

GOVZ vs. XONE — Risk / Return Rank

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

GOVZ
GOVZ Risk / Return Rank: 77
Overall Rank
GOVZ Sharpe Ratio Rank: 66
Sharpe Ratio Rank
GOVZ Sortino Ratio Rank: 66
Sortino Ratio Rank
GOVZ Omega Ratio Rank: 66
Omega Ratio Rank
GOVZ Calmar Ratio Rank: 88
Calmar Ratio Rank
GOVZ Martin Ratio Rank: 88
Martin Ratio Rank

XONE
XONE Risk / Return Rank: 9999
Overall Rank
XONE Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
XONE Sortino Ratio Rank: 9999
Sortino Ratio Rank
XONE Omega Ratio Rank: 9999
Omega Ratio Rank
XONE Calmar Ratio Rank: 9999
Calmar Ratio Rank
XONE Martin Ratio Rank: 9999
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.

GOVZ vs. XONE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) and Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE). 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.


GOVZXONEDifference

Sharpe ratio

Return per unit of total volatility

-0.33

6.42

-6.74

Sortino ratio

Return per unit of downside risk

-0.33

13.79

-14.12

Omega ratio

Gain probability vs. loss probability

0.96

3.08

-2.12

Calmar ratio

Return relative to maximum drawdown

-0.29

19.78

-20.07

Martin ratio

Return relative to average drawdown

-0.50

88.34

-88.84

GOVZ vs. XONE - Sharpe Ratio Comparison

The current GOVZ Sharpe Ratio is -0.33, which is lower than the XONE Sharpe Ratio of 6.42. The chart below compares the historical Sharpe Ratios of GOVZ and XONE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GOVZXONEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.33

6.42

-6.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.59

4.95

-5.54

Correlation

The correlation between GOVZ and XONE is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GOVZ vs. XONE - Dividend Comparison

GOVZ's dividend yield for the trailing twelve months is around 5.04%, more than XONE's 4.20% yield.


TTM202520242023202220212020
GOVZ
iShares 25+ Year Treasury STRIPS Bond ETF
5.04%5.00%4.68%3.84%3.69%1.76%0.39%
XONE
Bondbloxx Bloomberg One Year Target Duration US Treasury ETF
4.20%4.33%5.21%4.46%1.17%0.00%0.00%

Drawdowns

GOVZ vs. XONE - Drawdown Comparison

The maximum GOVZ drawdown since its inception was -59.65%, which is greater than XONE's maximum drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for GOVZ and XONE.


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Drawdown Indicators


GOVZXONEDifference

Max Drawdown

Largest peak-to-trough decline

-59.65%

-0.40%

-59.25%

Max Drawdown (1Y)

Largest decline over 1 year

-16.08%

-0.20%

-15.88%

Max Drawdown (5Y)

Largest decline over 5 years

-57.63%

Current Drawdown

Current decline from peak

-56.09%

0.00%

-56.09%

Average Drawdown

Average peak-to-trough decline

-39.38%

-0.05%

-39.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.40%

0.04%

+9.36%

Volatility

GOVZ vs. XONE - Volatility Comparison

iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) has a higher volatility of 5.79% compared to Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) at 0.21%. This indicates that GOVZ's price experiences larger fluctuations and is considered to be riskier than XONE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOVZXONEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.79%

0.21%

+5.58%

Volatility (6M)

Calculated over the trailing 6-month period

10.94%

0.34%

+10.60%

Volatility (1Y)

Calculated over the trailing 1-year period

19.33%

0.61%

+18.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.95%

0.87%

+23.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.61%

0.87%

+22.74%