Compare · 3 funds side by side · dividends reinvested

ZROZ, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

ZROZ, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundBonds & Cash · Treasuries0.15%5.18%−4.6%−9.1%−1.2%−13.9%−20.0%16.0%$1.9B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ZROZ 2009 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.9B$4,738

ZROZ

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested

ZROZMeasureVOO

−4.6%Year to dateJan 1 → Nov 9+11.3%

−9.1%1 yearTotal return+13.6%

−1.2%3 years · per year$10,000 became $9,630 · $18,159+22.0%

−13.9%5 years · per year$10,000 became $4,738 · $17,543+11.9%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

5.18%Trailing 12-mo yield$518 · $107 a year on $10k1.07%

−20.0%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer13.7%

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

1–7VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZROZ vs VOO: Top 5 Holdings

Today

ZROZ

[…]in top 5

VOO

in top 528.3%

ZROZStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

ZROZ vs VOO Returns, Every Period

PIMCOZROZ

−13.9%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

ZROZVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: ZROZ vs IVV

YTD

PIMCOZROZ

−4.6%

IVViShares

+11.3%

−4.6%Year to date+11.3%

−20.0%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.8%

5.2%Yield1.1%

$1.9BAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZROZ, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ZROZ0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ZROZ, VOO, IVV

5.18%highest, ZROZ

FundTrailing yieldYield$10k

ZROZ5.18%$518

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$503most kept, ZROZ

ZROZ$518 − $15 = $503

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ZROZ, VOO, IVV

Today

92.7%most shared, VOO and IVV

ZROZVOOIVV

ZROZ—[…][…]

VOO[…]—92.7%

IVV[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

ZROZWorst drop−20.0%16.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ZROZIVV

−4.6%Year to date+11.3%

5.2%Yield1.1%

−9.1%Past year+13.6%

0.15%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026