ZROZ vs IVV

AZROZ

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · ZROZ $4,738

Lowest cost0.03%IVV · $3 on $10k

Most income5.18%ZROZ · $518 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]ZROZ and IVV

ZROZ

IVV

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.9BiShares Core S&P 500 ETF · $875B

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

−13.9%5 years · per year$4,738 · $17,545+11.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

5.18%12-mo yield$518 · $111 on $10k1.11%

−20.0%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsZROZ · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.18%	+0.1%	−4.6%	−9.1%	−1.2%	−13.9%	−20.0%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.18%	+0.1%	−4.6%	−9.1%	−1.2%	−13.9%	−20.0%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ZROZ vs IVV

ZROZ

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

$4,738

IVV

iShares Core S&P 500

$17,545

MeasureZROZIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield5.18%1.11%

5 years, per year−13.9%+11.9%

3 years, per year−1.2%+22.0%

Worst drop · 1Y−20.0%−8.9%

Volatility · 1Y16.0%13.8%

5–1measures won
IVV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ZROZ, IVV

Today

[…]holdings […]

ZROZIVV

ZROZ—[…]

IVV[…]—

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

Income After Fees on $10,000

$503most kept, ZROZ

ZROZ$518 − $15 = $503

IVV$111 − $3 = $108

KeptFee

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