Compare · 2 funds side by side · dividends reinvested

ZROZ and VIG

ZROZPIMCO×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

ZROZ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundBonds & Cash · Treasuries0.15%5.20%−5.1%−9.6%+0.6%−14.0%−20.0%16.2%$1.8B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: ZROZ 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.8B$4,695

ZROZ

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested

ZROZMeasureVIG

−5.1%Year to dateJan 1 → Nov 4+16.4%

−9.6%1 yearTotal return+18.9%

+0.6%3 years · per year$10,000 became $10,187 · $17,533+20.6%

−14.0%5 years · per year$10,000 became $4,695 · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

5.20%Trailing 12-mo yield$520 · $144 a year on $10k1.44%

−20.0%Worst dropSmaller is better−7.9%

16.2%VolatilityLower is calmer10.2%

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

1–7VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZROZ vs VIG: Top 5 Holdings

Today

ZROZ

[…]in top 5

VIG

in top 522.1%

ZROZStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

ZROZ vs VIG Returns, Every Period

PIMCOZROZ

−14.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ZROZVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: ZROZ vs VIG

YTD

PIMCOZROZ

−5.1%

VIGVanguard

+16.4%

−5.1%Year to date+16.4%

−20.0%Worst drop · 1Y−7.9%

16.2%Volatility · 1Y10.2%

5.2%Yield1.4%

$1.8BAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZROZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ZROZ0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ZROZ, VIG

5.20%highest, ZROZ

FundTrailing yieldYield$10k

ZROZ5.20%$520

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$505most kept, ZROZ

ZROZ$520 − $15 = $505

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ZROZ, VIG

Today

[…]holdings […]

ZROZVIG

ZROZ—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

ZROZWorst drop−20.0%16.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ZROZVIG

−5.1%Year to date+16.4%

5.2%Yield1.4%

−9.6%Past year+18.9%

0.15%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026