IBTE vs. ZROZ
Compare and contrast key facts about iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ).
IBTE and ZROZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTE is a passively managed fund by iShares that tracks the performance of the ICE 2024 Maturity US Treasury Index. It was launched on Feb 25, 2020. ZROZ is a passively managed fund by PIMCO that tracks the performance of the BofA Merrill Lynch Long Treasury Principal STRIPS Index. It was launched on Oct 30, 2009. Both IBTE and ZROZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IBTE vs. ZROZ - Performance Comparison
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IBTE vs. ZROZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 0.00% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | -0.62% |
Returns By Period
IBTE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZROZ
- 1D
- 0.06%
- 1M
- -4.97%
- YTD
- -0.31%
- 6M
- -3.60%
- 1Y
- -7.82%
- 3Y*
- -8.88%
- 5Y*
- -10.99%
- 10Y*
- -3.81%
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IBTE vs. ZROZ - Expense Ratio Comparison
IBTE has a 0.07% expense ratio, which is lower than ZROZ's 0.15% expense ratio. Despite the difference, 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
IBTE vs. ZROZ — Risk / Return Rank
IBTE
ZROZ
IBTE vs. ZROZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| IBTE | ZROZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.41 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.46 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.17 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.09 | — |
Dividends
IBTE vs. ZROZ - Dividend Comparison
IBTE has not paid dividends to shareholders, while ZROZ's dividend yield for the trailing twelve months is around 5.11%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 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 | 5.11% | 4.96% | 4.58% | 3.52% | 2.76% | 1.60% | 1.68% | 2.22% | 2.06% | 2.53% | 3.00% | 2.98% |
Drawdowns
IBTE vs. ZROZ - Drawdown Comparison
The maximum IBTE drawdown since its inception was 0.00%, smaller than the maximum ZROZ drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for IBTE and ZROZ.
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Drawdown Indicators
| IBTE | ZROZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -62.93% | +62.93% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.63% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.93% | — |
Current DrawdownCurrent decline from peak | 0.00% | -59.62% | +59.62% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -23.67% | +23.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.01% | — |
Volatility
IBTE vs. ZROZ - Volatility Comparison
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Volatility by Period
| IBTE | ZROZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.82% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 19.08% | -19.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 23.90% | -23.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 22.08% | -22.08% |