IEF vs SHY
Comparison between ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF) and ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF).
5-Year PerformanceSHY has outperformed IEF, delivering a return of +1.7% compared to -1.2%
IEF vs SHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEF vs SHY - Historical Returns
Returns include dividend reinvestment.
IEF vs SHY - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | IEF | SHY |
|---|---|---|
| 2026 | -0.97% | +0.25% |
| 2025 | +7.97% | +4.98% |
| 2024 | -0.26% | +4.04% |
| 2023 | +2.84% | +4.07% |
| 2022 | -14.36% | -3.77% |
| 2021 | -3.35% | -0.73% |
| 2020 | +9.50% | +2.99% |
| 2019 | +7.80% | +3.37% |
| 2018 | +1.32% | +1.50% |
| 2017 | +2.60% | +0.34% |
| 2016 | +0.58% | +0.69% |
| 2015 | +1.00% | +0.32% |
| 2014 | +8.64% | +0.40% |
| 2013 | -5.66% | +0.24% |
| 2012 | +4.33% | +0.34% |
| 2011 | +16.00% | +1.46% |
| 2010 | +9.10% | +2.14% |
| 2009 | -5.23% | +0.89% |
| 2008 | +17.07% | +6.42% |
| 2007 | +10.05% | +7.24% |
| 2006 | +2.53% | +3.75% |
| 2005 | +2.44% | +1.52% |
| 2004 | +4.97% | +0.91% |
| 2003 | +3.73% | +2.19% |
| 2002 | +6.25% | +2.03% |
IEF vs SHY Drawdown Comparison
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 713 trading sessions.
The current IEF drawdown is -11.71%. The current SHY drawdown is -0.44%.
| Rank | IEF | SHY |
|---|---|---|
| #1 | -23.92% Aug 4, 2020 - Oct 19, 2023 | -5.71% Aug 2, 2021 - Jun 3, 2024 |
| #2 | -10.40% Dec 30, 2008 - Jun 28, 2010 | -2.23% Mar 17, 2008 - Sep 15, 2008 |
| #3 | -9.07% May 1, 2013 - Oct 14, 2014 | -1.90% Mar 24, 2004 - Oct 20, 2004 |
| #4 | -8.81% Jul 8, 2016 - May 28, 2019 | -1.19% Dec 30, 2008 - Jul 8, 2009 |
| #5 | -8.53% Jun 13, 2003 - Mar 16, 2004 | -1.07% Sep 7, 2017 - Nov 28, 2018 |
| #6 | -8.01% Oct 11, 2010 - Jul 13, 2011 | -0.99% Jul 5, 2016 - Aug 11, 2017 |
| #7 | -7.21% Mar 16, 2004 - Sep 22, 2004 | -0.98% Jun 13, 2003 - Sep 30, 2003 |
| #8 | -6.18% Mar 20, 2008 - Sep 15, 2008 | -0.97% Sep 24, 2024 - Jan 27, 2025 |
| #9 | -5.37% Sep 17, 2008 - Nov 19, 2008 | -0.89% Feb 27, 2026 - Mar 26, 2026 |
| #10 | -5.35% Jan 30, 2015 - Jan 28, 2016 | -0.88% Sep 17, 2008 - Oct 2, 2008 |
| #11 | -4.91% Jun 1, 2005 - Sep 21, 2006 | -0.87% Oct 25, 2004 - May 5, 2005 |
| #12 | -4.68% Mar 9, 2020 - Apr 1, 2020 | -0.87% Dec 1, 2009 - Feb 5, 2010 |
| #13 | -4.40% Sep 22, 2011 - Dec 19, 2011 | -0.81% Nov 1, 2010 - May 3, 2011 |
| #14 | -4.03% Oct 9, 2002 - Feb 13, 2003 | -0.80% Oct 9, 2002 - Oct 31, 2002 |
| #15 | -3.91% Feb 9, 2005 - May 5, 2005 | -0.75% Jul 10, 2009 - Aug 28, 2009 |
Correlation
Correlation between IEF and SHY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
IEF vs SHY dividend yield comparison.
| Year | IEF | SHY |
|---|---|---|
| 2026 | 1.65% | 1.47% |
| 2025 | 3.77% | 3.81% |
| 2024 | 3.62% | 3.92% |
| 2023 | 2.91% | 2.99% |
| 2022 | 1.96% | 1.30% |
| 2021 | 0.83% | 0.26% |
| 2020 | 1.08% | 0.94% |
| 2019 | 2.08% | 2.12% |
| 2018 | 2.24% | 1.72% |
| 2017 | 1.82% | 0.98% |
| 2016 | 1.81% | 0.71% |
| 2015 | 1.90% | 0.54% |
| 2014 | 2.05% | 0.36% |
| 2013 | 1.77% | 0.26% |
| 2012 | 1.79% | 0.37% |
| 2011 | 2.55% | 0.81% |
| 2010 | 3.24% | 1.03% |
| 2009 | 3.96% | 2.41% |
| 2008 | 3.71% | 3.41% |
| 2007 | 4.29% | 4.27% |
| 2006 | 4.23% | 4.13% |
| 2005 | 3.87% | 3.05% |
| 2004 | 3.74% | 1.94% |
| 2003 | 3.80% | 1.59% |
| 2002 | 2.07% | 0.78% |
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