IGSB vs SHV

Comparison between ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF) and iShares 0-1 Year Treasury Bond ETF (SHV, ETF).

5-Year PerformanceSHV has outperformed IGSB, delivering a return of +3.3% compared to +2.5%

IGSB vs SHV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGSB(ETF)	SHV(ETF)
Net Assets	$22B	$21B
Expense Ratio	0.04%	0.15%
Max Drawdown	13.38%	1.20%
Sharpe Ratio	0.75	1.43
5Y Beta	0.03	-0.00
5Y Dividends CAGR	17.01%	65.56%

Net Assets

Winner

IGSB

$22B

SHV

$21B

Expense Ratio

Winner

IGSB

0.04%

SHV

0.15%

Max Drawdown

IGSB

13.38%

Winner

SHV

1.20%

Sharpe Ratio

IGSB

0.75

Winner

SHV

1.43

5Y Beta

IGSB

0.03

Winner

SHV

-0.00

5Y Dividends CAGR

IGSB

17.01%

Winner

SHV

65.56%

IGSB vs SHV - Historical Returns

Returns include dividend reinvestment.

Period	IGSB	SHV
1 month	+0.28%	+0.32%
3 months	+0.19%	+0.85%
6 months	+1.57%	+1.79%
1 year	+5.41%	+3.97%
5 years(CAGR)	+2.46%	+3.27%
10 years(CAGR)	+2.75%	+2.20%
Max(CAGR)	+2.85%	+1.57%

IGSB

+0.28%

Winner

SHV

+0.32%

IGSB

+0.19%

Winner

SHV

+0.85%

IGSB

+1.57%

Winner

SHV

+1.79%

Winner

IGSB

+5.41%

SHV

+3.97%

5Y(CAGR)

IGSB

+2.46%

Winner

SHV

+3.27%

10Y(CAGR)

Winner

IGSB

+2.75%

SHV

+2.20%

Max(CAGR)

Winner

IGSB

+2.85%

SHV

+1.57%

IGSB vs SHV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGSB	SHV
2026	+0.76%	+1.19%
2025	+6.91%	+4.19%
2024	+5.27%	+5.13%
2023	+6.25%	+5.02%
2022	-5.49%	+0.95%
2021	-0.56%	-0.09%
2020	+5.33%	+0.79%
2019	+6.99%	+2.35%
2018	+1.32%	+1.73%
2017	+1.36%	+0.64%
2016	+1.79%	+0.41%
2015	+0.66%	+0.02%
2014	+0.72%	+0.02%
2013	+1.09%	+0.01%
2012	+2.48%	+0.05%
2011	+1.86%	+0.07%
2010	+2.81%	+0.12%
2009	+7.02%	+0.32%
2008	+3.42%	+2.73%
2007	+5.66%	+4.99%

IGSB vs SHV Drawdown Comparison

The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.

The current IGSB drawdown is -0.26%.

Rank	IGSB	SHV
#1	-13.38% Mar 4, 2020 - May 28, 2020	-0.45% Apr 7, 2020 - Oct 7, 2022
#2	-11.48% Sep 19, 2008 - Jan 6, 2009	-0.36% Oct 10, 2008 - Oct 15, 2008
#3	-9.46% Aug 3, 2021 - Mar 27, 2024	-0.29% Oct 15, 2008 - Nov 6, 2008
#4	-5.07% Sep 10, 2008 - Sep 19, 2008	-0.25% Sep 17, 2008 - Oct 2, 2008
#5	-4.10% Jan 9, 2009 - May 4, 2009	-0.23% Dec 29, 2008 - Apr 15, 2009
#6	-1.46% Feb 27, 2026 - Mar 26, 2026	-0.19% Aug 22, 2007 - Sep 5, 2007
#7	-1.34% Apr 3, 2025 - Apr 28, 2025	-0.17% Mar 20, 2008 - May 1, 2008
#8	-1.29% Feb 29, 2008 - Aug 26, 2008	-0.14% Oct 2, 2008 - Oct 10, 2008
#9	-1.29% Aug 2, 2011 - Nov 3, 2011	-0.13% Jun 1, 2009 - Jul 8, 2009
#10	-1.24% Jun 3, 2009 - Jun 22, 2009	-0.12% Oct 2, 2015 - Jan 19, 2016
#11	-1.18% Sep 24, 2024 - Jan 27, 2025	-0.11% Feb 24, 2017 - Apr 13, 2017
#12	-1.09% Nov 3, 2011 - Jan 3, 2012	-0.10% Apr 29, 2009 - May 28, 2009
#13	-1.02% Mar 27, 2024 - May 3, 2024	-0.09% Dec 12, 2008 - Dec 29, 2008
#14	-0.99% May 7, 2013 - Sep 18, 2013	-0.08% Dec 11, 2007 - Dec 19, 2007
#15	-0.98% Sep 8, 2017 - Aug 10, 2018	-0.08% Nov 4, 2016 - Dec 19, 2016

Correlation

Correlation between IGSB and SHV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2007 - 2026)

IGSB vs SHV dividend yield comparison.

Year	IGSB	SHV
2026	1.52%	1.18%
2025	4.44%	4.09%
2024	4.02%	5.02%
2023	3.26%	4.73%
2022	2.07%	1.39%
2021	1.82%	0.00%
2020	2.36%	0.74%
2019	3.06%	2.19%
2018	2.46%	1.66%
2017	1.65%	0.72%
2016	1.45%	0.34%
2015	1.18%	0.03%
2014	0.90%	0.00%
2013	1.12%	0.00%
2012	1.56%	0.01%
2011	1.90%	0.07%
2010	2.52%	0.08%
2009	3.57%	0.34%
2008	3.93%	2.08%
2007	4.63%	4.04%