IUSG vs SHY

Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF).

5-Year PerformanceIUSG has outperformed SHY, delivering a return of +14.9% compared to +1.7%

IUSG vs SHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSG(ETF)	SHY(ETF)
Net Assets	$26B	$25B
Expense Ratio	0.04%	0.15%
Max Drawdown	65.79%	7.25%
Sharpe Ratio	1.99	-0.22
5Y Beta	1.19	-0.00
P/E Ratio	32.42	N/A
Forward P/E	24.41	N/A
5Y Dividends CAGR	5.51%	44.93%
5Y EPS CAGR	37.58%	N/A
Debt to Equity	24.36%	N/A
P/S Ratio	7.88	N/A
P/B Ratio	8.34	N/A

Net Assets

Winner

IUSG

$26B

SHY

$25B

Expense Ratio

Winner

IUSG

0.04%

SHY

0.15%

Max Drawdown

IUSG

65.79%

Winner

SHY

7.25%

Sharpe Ratio

Winner

IUSG

1.99

SHY

-0.22

5Y Beta

IUSG

1.19

Winner

SHY

-0.00

P/E Ratio

IUSG

32.42

SHY

N/A

Forward P/E

IUSG

24.41

SHY

N/A

5Y Dividends CAGR

IUSG

5.51%

Winner

SHY

44.93%

5Y EPS CAGR

IUSG

37.58%

SHY

N/A

Debt to Equity

IUSG

24.36%

SHY

N/A

P/S Ratio

IUSG

7.88

SHY

N/A

P/B Ratio

IUSG

8.34

SHY

N/A

IUSG vs SHY - Historical Returns

Returns include dividend reinvestment.

Period	IUSG	SHY
1 month	+13.61%	+0.15%
3 months	+10.83%	+0.16%
6 months	+12.36%	+1.14%
1 year	+40.13%	+3.57%
5 years(CAGR)	+14.89%	+1.73%
10 years(CAGR)	+17.79%	+1.65%
Max(CAGR)	+8.19%	+1.96%

Winner

IUSG

+13.61%

SHY

+0.15%

Winner

IUSG

+10.83%

SHY

+0.16%

Winner

IUSG

+12.36%

SHY

+1.14%

Winner

IUSG

+40.13%

SHY

+3.57%

5Y(CAGR)

Winner

IUSG

+14.89%

SHY

+1.73%

10Y(CAGR)

Winner

IUSG

+17.79%

SHY

+1.65%

Max(CAGR)

Winner

IUSG

+8.19%

SHY

+1.96%

IUSG vs SHY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IUSG	SHY
2026	+10.55%	+0.49%
2025	+21.33%	+4.98%
2024	+36.86%	+4.04%
2023	+30.83%	+4.07%
2022	-29.33%	-3.77%
2021	+33.12%	-0.73%
2020	+31.02%	+2.99%
2019	+30.94%	+3.37%
2018	-1.58%	+1.50%
2017	+25.94%	+0.34%
2016	+9.35%	+0.69%
2015	+5.40%	+0.32%
2014	+13.35%	+0.40%
2013	+30.64%	+0.24%
2012	+13.49%	+0.34%
2011	+0.87%	+1.46%
2010	+15.79%	+2.14%
2009	+32.45%	+0.89%
2008	-37.63%	+6.42%
2007	+11.12%	+7.24%
2006	+7.90%	+3.75%
2005	+5.85%	+1.52%
2004	+6.64%	+0.91%
2003	+26.11%	+2.19%
2002	-28.32%	+2.03%
2001	-14.40%	N/A
2000	-19.48%	N/A

IUSG vs SHY Drawdown Comparison

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The maximum drawdown for SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 713 trading sessions.

The current SHY drawdown is -0.20%.

Rank	IUSG	SHY
#1	-63.40% Sep 1, 2000 - Aug 1, 2013	-5.71% Aug 2, 2021 - Jun 3, 2024
#2	-32.35% Feb 19, 2020 - Jul 6, 2020	-2.23% Mar 17, 2008 - Sep 15, 2008
#3	-32.21% Dec 27, 2021 - Feb 29, 2024	-1.90% Mar 24, 2004 - Oct 20, 2004
#4	-22.28% Jan 23, 2025 - Jun 24, 2025	-1.19% Dec 30, 2008 - Jul 8, 2009
#5	-20.69% Oct 1, 2018 - Apr 23, 2019	-1.07% Sep 7, 2017 - Nov 28, 2018
#6	-14.84% Jul 20, 2015 - Jul 11, 2016	-0.99% Jul 5, 2016 - Aug 11, 2017
#7	-13.07% Oct 29, 2025 - Apr 15, 2026	-0.98% Jun 13, 2003 - Sep 30, 2003
#8	-12.54% Jul 10, 2024 - Oct 11, 2024	-0.97% Sep 24, 2024 - Jan 27, 2025
#9	-10.96% Sep 2, 2020 - Dec 1, 2020	-0.89% Feb 27, 2026 - Mar 26, 2026
#10	-9.87% Jan 26, 2018 - Jun 5, 2018	-0.88% Sep 17, 2008 - Oct 2, 2008
#11	-8.61% Feb 12, 2021 - Apr 5, 2021	-0.87% Oct 25, 2004 - May 5, 2005
#12	-7.30% Sep 2, 2014 - Oct 31, 2014	-0.87% Dec 1, 2009 - Feb 5, 2010
#13	-7.18% Sep 3, 2021 - Oct 26, 2021	-0.81% Nov 1, 2010 - May 3, 2011
#14	-6.73% Mar 22, 2024 - May 14, 2024	-0.80% Oct 9, 2002 - Oct 31, 2002
#15	-6.41% Apr 29, 2019 - Jun 19, 2019	-0.75% Jul 10, 2009 - Aug 28, 2009

Correlation

Correlation between IUSG and SHY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

IUSG vs SHY dividend yield comparison.

Year	IUSG	SHY
2026	0.09%	1.17%
2025	0.54%	3.81%
2024	0.59%	3.92%
2023	1.12%	2.99%
2022	1.07%	1.30%
2021	0.59%	0.26%
2020	0.93%	0.94%
2019	1.64%	2.12%
2018	1.32%	1.72%
2017	1.28%	0.98%
2016	1.48%	0.71%
2015	1.29%	0.54%
2014	1.21%	0.36%
2013	1.22%	0.26%
2012	1.56%	0.37%
2011	1.31%	0.81%
2010	1.17%	1.03%
2009	1.30%	2.41%
2008	1.49%	3.41%
2007	0.85%	4.27%
2006	0.82%	4.13%
2005	0.84%	3.05%
2004	1.03%	1.94%
2003	0.66%	1.59%
2002	0.81%	0.78%
2001	0.36%	0.00%
2000	0.06%	0.00%