TARK vs. ZROZ
TARK (Tradr 2X Long Innovation ETF) and ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Fund) are both exchange-traded funds - TARK is a Leveraged Equities fund actively managed by AXS, while ZROZ is a Government Bonds fund tracking the ICE BofA Long U.S. Treasury Principal STRIPS Index. TARK is actively managed, while ZROZ is passively managed. Over the past 3 years, TARK returned 1.19%/yr vs -8.06%/yr for ZROZ. Their 0.14 correlation means their historical movements had little consistent relationship. TARK charges 1.15%/yr vs 0.15%/yr for ZROZ.
Performance
TARK vs. ZROZ - Performance Comparison
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Returns By Period
In the year-to-date period, TARK achieves a -24.46% return, which is significantly lower than ZROZ's -7.23% return.
TARK
- 1D
- -4.73%
- 1M
- -24.19%
- 6M
- -18.59%
- YTD
- -24.46%
- 1Y
- -18.26%
- 3Y*
- 1.19%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -9.86%
ZROZ
- 1D
- -1.24%
- 1M
- -7.20%
- 6M
- -6.41%
- YTD
- -7.23%
- 1Y
- -7.54%
- 3Y*
- -8.06%
- 5Y*
- -14.47%
- 10Y*
- -5.40%
- ALL TIME*
- 1.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $604.81K | $641.97K | $710.94K | |
| $41.31M | $45.82M | $40.38M |
TARK vs. ZROZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TARK Tradr 2X Long Innovation ETF | -24.46% | 41.00% | -4.85% | 121.37% | -71.31% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | -7.23% | -1.84% | -16.18% | 1.19% | -22.10% |
Correlation
The correlation between TARK and ZROZ is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.16 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (All Time) Calculated using the full available price history since May 2, 2022 | 0.14 |
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Return for Risk
TARK vs. ZROZ — Risk / Return Rank
TARK
ZROZ
TARK vs. ZROZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tradr 2X Long Innovation ETF (TARK) 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.
| TARK | ZROZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.95 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | -0.39 | -0.09 |
| Martin ratioReturn relative to average drawdown | -0.84 | -0.82 | -0.02 |
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Drawdowns
TARK vs. ZROZ - Drawdown Comparison
The maximum TARK drawdown since its inception was -77.82%, which is greater than ZROZ's maximum drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for TARK and ZROZ.
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Drawdown Indicators
| TARK | ZROZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.82% | -62.93% | -14.89% |
Max Drawdown (1Y)Largest decline over 1 year | -57.57% | -14.90% | -42.67% |
Max Drawdown (3Y)Largest decline over 3 years | -65.55% | -26.42% | -39.13% |
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 | -50.30% | -62.42% | +12.12% |
Average DrawdownAverage peak-to-trough decline | -50.55% | -24.38% | -26.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.47% | 7.18% | +26.29% |
Volatility
TARK vs. ZROZ - Volatility Comparison
Tradr 2X Long Innovation ETF (TARK) has a higher volatility of 20.33% compared to PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) at 4.20%. This indicates that TARK'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.
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Volatility by Period
| TARK | ZROZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.33% | 4.20% | +16.13% |
Volatility (6M)Calculated over the trailing 6-month period | 55.18% | 11.11% | +44.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 72.66% | 15.45% | +57.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.17% | 23.76% | +66.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 90.17% | 21.96% | +68.21% |
TARK vs. ZROZ - Expense Ratio Comparison
TARK has a 1.15% expense ratio, which is higher than ZROZ's 0.15% expense ratio.
Dividends
TARK vs. ZROZ - Dividend Comparison
TARK's dividend yield for the trailing twelve months is around 39.71%, more than ZROZ's 5.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TARK Tradr 2X Long Innovation ETF | 39.71% | 30.00% | 0.59% | 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 | 5.59% | 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
TARK and ZROZ have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TARK has higher volatility (20.33%) compared to ZROZ (4.20%). In terms of maximum drawdown, TARK dropped -77.82% vs ZROZ's -62.93%.
On 3-year performance, TARK leads with 1.19% vs -8.06% for ZROZ. On fees, ZROZ is cheaper at 0.15% per year. On volatility, ZROZ has been the lower-risk option at 4.20%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, TARK has performed better with a 1.19% return vs -8.06%. 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 1.15% for TARK.
TARK has the higher dividend yield at 39.71%, compared with 5.59% for ZROZ.
TARK is categorized as Leveraged Equities, while ZROZ is Government Bonds. They also come from different issuers: AXS and PIMCO. Their fees differ too: 1.15% for TARK and 0.15% for ZROZ.
ZROZ currently has the higher Sharpe Ratio (-0.38 vs -0.39), 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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