ZROZ vs VOO

AZROZ

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · ZROZ $4,711

Lowest cost0.03%VOO · $3 on $10k

Most income5.19%ZROZ · $519 on $10k

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

Held in common[…]ZROZ and VOO

ZROZ

VOO

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.8BVanguard S&P 500 ETF · $1.00T

+1.0%3 years · per year$10,295 · $18,224+22.1%

−14.0%5 years · per year$4,711 · $17,156+11.4%

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

5.19%12-mo yield$519 · $110 on $10k1.10%

−20.0%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsZROZ · VOO

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

Held in common[…]

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.19%	+0.2%	−4.9%	−9.8%	+1.0%	−14.0%	−20.0%	$1.8B

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.19%	+0.2%	−4.9%	−9.8%	+1.0%	−14.0%	−20.0%	$1.8B

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

Cards for this view

ZROZ vs VOO

ZROZ

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

$4,711

VOO

Vanguard S&P 500

$17,156

MeasureZROZVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield5.19%1.10%

5 years, per year−14.0%+11.4%

3 years, per year+1.0%+22.1%

Worst drop · 1Y−20.0%−8.9%

Volatility · 1Y16.1%13.5%

5–1measures won
VOO first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ZROZ, VOO

Today

[…]holdings […]

ZROZVOO

ZROZ—[…]

VOO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$504most kept, ZROZ

ZROZ$519 − $15 = $504

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee