Compare ZROZ and SPY | ETF Tracker

ZROZ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundBonds & Cash · Treasuries0.15%5.18%−4.8%−8.0%+0.0%−14.0%−20.0%16.1%$1.9B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ZROZ 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.9B$4,692

ZROZ

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

ZROZMeasureSPY

−4.8%Year to dateJan 1 → Nov 6+8.7%

−8.0%1 yearTotal return+9.7%

+0.0%3 years · per year$10,000 became $10,002 · $18,039+21.7%

−14.0%5 years · per year$10,000 became $4,692 · $17,118+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

5.18%Trailing 12-mo yield$518 · $103 a year on $10k1.03%

−20.0%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.6%

ZROZSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZROZ vs SPY: Top 5 Holdings

Today

ZROZ

[…]in top 5

SPY

in top 527.8%

ZROZStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

ZROZ vs SPY Returns, Every Period

5Y

PIMCOZROZ

−14.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ZROZSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: ZROZ vs SPY

YTD

PIMCOZROZ

−4.8%

SPYSPDR

+8.7%

−4.8%Year to date+8.7%

−20.0%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.6%

5.2%Yield1.0%

$1.9BAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZROZ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ZROZ0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ZROZ, SPY

1Y

5.18%highest, ZROZ

FundTrailing yieldYield$10k

ZROZ5.18%$518

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$503most kept, ZROZ

ZROZ$518 − $15 = $503

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ZROZ, SPY

Today

[…]holdings […]

ZROZSPY

ZROZ—[…]

SPY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

ZROZWorst drop−20.0%16.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ZROZSPY

−4.8%Year to date+8.7%

5.2%Yield1.0%

−8.0%Past year+9.7%

0.15%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026