PortfoliosLab logoPortfoliosLab logo
GSG vs. ZROZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GSG vs. ZROZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P GSCI Commodity-Indexed Trust (GSG) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GSG achieves a 32.61% return, which is significantly higher than ZROZ's -0.11% return. Over the past 10 years, GSG has outperformed ZROZ with an annualized return of 6.89%, while ZROZ has yielded a comparatively lower -4.28% annualized return.


GSG

1D
-1.23%
1M
-10.56%
YTD
32.61%
6M
33.30%
1Y
32.73%
3Y*
16.62%
5Y*
13.86%
10Y*
6.89%

ZROZ

1D
-0.31%
1M
5.14%
YTD
-0.11%
6M
-0.09%
1Y
2.42%
3Y*
-6.87%
5Y*
-11.89%
10Y*
-4.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSG vs. ZROZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GSG
iShares S&P GSCI Commodity-Indexed Trust
32.61%5.93%8.52%-5.51%24.08%38.77%-23.94%15.62%-13.88%3.89%
ZROZ
PIMCO 25+ Year Zero Coupon US Treasury Index Fund
-0.11%-1.84%-16.18%1.19%-41.28%-5.22%24.57%21.22%-5.43%14.77%

Correlation

The correlation between GSG and ZROZ is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.34

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

-0.16

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

-0.16

Correlation (10Y)
Calculated over the trailing 10-year period

-0.17

Correlation (All Time)
Calculated using the full available price history since Nov 4, 2009

-0.22

The correlation between GSG and ZROZ shifts across timeframes, from -0.34 (1 year) to -0.16 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GSG vs. ZROZ — Risk / Return Rank

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

GSG
GSG Risk / Return Rank: 5757
Overall Rank
GSG Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 4949
Sortino Ratio Rank
GSG Omega Ratio Rank: 5353
Omega Ratio Rank
GSG Calmar Ratio Rank: 6969
Calmar Ratio Rank
GSG Martin Ratio Rank: 6060
Martin Ratio Rank

ZROZ
ZROZ Risk / Return Rank: 1010
Overall Rank
ZROZ Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ZROZ Sortino Ratio Rank: 1010
Sortino Ratio Rank
ZROZ Omega Ratio Rank: 1010
Omega Ratio Rank
ZROZ Calmar Ratio Rank: 1010
Calmar Ratio Rank
ZROZ Martin Ratio Rank: 1010
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.

GSG vs. ZROZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P GSCI Commodity-Indexed Trust (GSG) 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.

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.


GSGZROZDifference
Sharpe ratioReturn per unit of total volatility

+1.54

Sortino ratioReturn per unit of downside risk

+1.97

Omega ratioGain probability vs. loss probability

1.29

1.02

+0.27

Calmar ratioReturn relative to maximum drawdown

3.05

0.05

+3.01

Martin ratioReturn relative to average drawdown

9.32

0.10

+9.22

GSG vs. ZROZ - Sharpe Ratio Comparison

The current GSG Sharpe Ratio is 1.58, which is higher than the ZROZ Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of GSG 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.


Loading charts...

Drawdowns

GSG vs. ZROZ - Drawdown Comparison

The maximum GSG drawdown since its inception was -89.62%, which is greater than ZROZ's maximum drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for GSG and ZROZ.


Loading charts...

Drawdown Indicators


GSGZROZDifference

Max Drawdown

Largest peak-to-trough decline

-89.62%

-62.93%

-26.69%

Max Drawdown (1Y)

Largest decline over 1 year

-12.05%

-14.02%

+1.97%

Max Drawdown (3Y)

Largest decline over 3 years

-14.94%

-28.62%

+13.68%

Max Drawdown (5Y)

Largest decline over 5 years

-29.12%

-57.98%

+28.86%

Max Drawdown (10Y)

Largest decline over 10 years

-57.64%

-62.93%

+5.29%

Current Drawdown

Current decline from peak

-59.96%

-59.54%

-0.42%

Average Drawdown

Average peak-to-trough decline

-63.69%

-24.10%

-39.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

6.31%

-2.37%

Volatility

GSG vs. ZROZ - Volatility Comparison

iShares S&P GSCI Commodity-Indexed Trust (GSG) has a higher volatility of 6.25% compared to PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) at 4.59%. This indicates that GSG's price experiences larger fluctuations and is considered to be riskier than ZROZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


GSGZROZDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.25%

4.59%

+1.66%

Volatility (6M)

Calculated over the trailing 6-month period

20.77%

10.78%

+9.99%

Volatility (1Y)

Calculated over the trailing 1-year period

23.25%

16.12%

+7.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.66%

23.89%

-1.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.04%

22.06%

-0.02%

GSG vs. ZROZ - Expense Ratio Comparison

GSG has a 0.75% expense ratio, which is higher than ZROZ's 0.15% expense ratio.


Dividends

GSG vs. ZROZ - Dividend Comparison

GSG has not paid dividends to shareholders, while ZROZ's dividend yield for the trailing twelve months is around 5.10%.


PositionTTM20252024202320222021202020192018201720162015
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZROZ
PIMCO 25+ Year Zero Coupon US Treasury Index Fund
5.10%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


GSG and ZROZ have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (6.25%) compared to ZROZ (4.59%). In terms of maximum drawdown, GSG dropped -89.62% vs ZROZ's -62.93%.

On 10-year performance, GSG leads with 6.89% vs -4.28% for ZROZ. On fees, ZROZ is cheaper at 0.15% per year. On volatility, ZROZ has been the lower-risk option at 4.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GSG has performed better with a 6.89% return vs -4.28%. 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 0.75% for GSG.

ZROZ has the higher dividend yield at 5.10%, compared with 0.00% for GSG.

GSG is categorized as Commodities, while ZROZ is Government Bonds. GSG tracks S&P GSCI Total Return Index, while ZROZ tracks ICE BofA Long U.S. Treasury Principal STRIPS Index. They also come from different issuers: iShares and PIMCO. Their fees differ too: 0.75% for GSG and 0.15% for ZROZ.

GSG currently has the higher Sharpe Ratio (1.58 vs 0.04), 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

Find the right allocation for GSG and ZROZ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer