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ZROZ vs. GGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZROZ vs. GGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) and iShares Global Government Bond USD Hedged Active ETF (GGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZROZ achieves a -1.07% return, which is significantly lower than GGOV's 2.30% return.


ZROZ

1D
-0.48%
1M
1.55%
YTD
-1.07%
6M
-4.36%
1Y
3.89%
3Y*
-7.39%
5Y*
-11.62%
10Y*
-4.15%

GGOV

1D
-0.16%
1M
0.60%
YTD
2.30%
6M
-1.11%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZROZ vs. GGOV - Yearly Performance Comparison


Correlation

The correlation between ZROZ and GGOV is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 27, 2025

0.57

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Return for Risk

ZROZ vs. GGOV — Risk / Return Rank

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

ZROZ
ZROZ Risk / Return Rank: 1212
Overall Rank
ZROZ Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
ZROZ Sortino Ratio Rank: 1212
Sortino Ratio Rank
ZROZ Omega Ratio Rank: 1111
Omega Ratio Rank
ZROZ Calmar Ratio Rank: 1212
Calmar Ratio Rank
ZROZ Martin Ratio Rank: 1212
Martin Ratio Rank

GGOV
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.

ZROZ vs. GGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) and iShares Global Government Bond USD Hedged Active ETF (GGOV). 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.


ZROZGGOVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.05

Calmar ratioReturn relative to maximum drawdown

0.28

Martin ratioReturn relative to average drawdown

0.64

ZROZ vs. GGOV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ZROZGGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

-0.11

+0.20

Drawdowns

ZROZ vs. GGOV - Drawdown Comparison

The maximum ZROZ drawdown since its inception was -62.93%, which is greater than GGOV's maximum drawdown of -4.69%. Use the drawdown chart below to compare losses from any high point for ZROZ and GGOV.


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Drawdown Indicators


ZROZGGOVDifference

Max Drawdown

Largest peak-to-trough decline

-62.93%

-4.69%

-58.24%

Max Drawdown (1Y)

Largest decline over 1 year

-14.02%

Max Drawdown (3Y)

Largest decline over 3 years

-28.62%

Max Drawdown (5Y)

Largest decline over 5 years

-57.98%

Max Drawdown (10Y)

Largest decline over 10 years

-62.93%

Current Drawdown

Current decline from peak

-59.93%

-1.50%

-58.43%

Average Drawdown

Average peak-to-trough decline

-24.04%

-1.59%

-22.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.12%

Volatility

ZROZ vs. GGOV - Volatility Comparison


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Volatility by Period


ZROZGGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.46%

Volatility (6M)

Calculated over the trailing 6-month period

10.54%

Volatility (1Y)

Calculated over the trailing 1-year period

16.25%

5.38%

+10.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.90%

5.38%

+18.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.06%

5.38%

+16.68%

ZROZ vs. GGOV - Expense Ratio Comparison

ZROZ has a 0.15% expense ratio, which is lower than GGOV's 0.39% expense ratio.


Dividends

ZROZ vs. GGOV - Dividend Comparison

ZROZ's dividend yield for the trailing twelve months is around 5.15%, while GGOV has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
GGOV
iShares Global Government Bond USD Hedged Active 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
5.15%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


ZROZ and GGOV have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZROZ is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZROZ is cheaper with a 0.15% expense ratio, compared with 0.39% for GGOV.

ZROZ has the higher dividend yield at 5.15%, compared with 0.00% for GGOV.

ZROZ is categorized as Government Bonds, while GGOV is Global Bonds. They also come from different issuers: PIMCO and iShares. Their fees differ too: 0.15% for ZROZ and 0.39% for GGOV.

Portfolio Optimizer

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