IUSV vs SHY

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

5-Year PerformanceIUSV has outperformed SHY, delivering a return of +11.0% compared to +1.7%

IUSV vs SHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IUSV(ETF)	SHY(ETF)
Net Assets	$26B	$25B
Expense Ratio	0.04%	0.15%
Max Drawdown	61.95%	7.25%
Sharpe Ratio	1.68	-0.24
5Y Beta	0.71	-0.00
P/E Ratio	24.77	N/A
Forward P/E	18.92	N/A
5Y Dividends CAGR	8.20%	44.93%
5Y EPS CAGR	13.18%	N/A
Debt to Equity	68.99%	N/A
P/S Ratio	1.94	N/A
P/B Ratio	3.46	N/A

Net Assets

Winner

IUSV

$26B

SHY

$25B

Expense Ratio

Winner

IUSV

0.04%

SHY

0.15%

Max Drawdown

IUSV

61.95%

Winner

SHY

7.25%

Sharpe Ratio

Winner

IUSV

1.68

SHY

-0.24

5Y Beta

IUSV

0.71

Winner

SHY

-0.00

P/E Ratio

IUSV

24.77

SHY

N/A

Forward P/E

IUSV

18.92

SHY

N/A

5Y Dividends CAGR

IUSV

8.20%

Winner

SHY

44.93%

5Y EPS CAGR

IUSV

13.18%

SHY

N/A

Debt to Equity

IUSV

68.99%

SHY

N/A

P/S Ratio

IUSV

1.94

SHY

N/A

P/B Ratio

IUSV

3.46

SHY

N/A

IUSV vs SHY - Historical Returns

Returns include dividend reinvestment.

Period	IUSV	SHY
1 month	+3.35%	-0.08%
3 months	+2.81%	-0.07%
6 months	+7.02%	+0.94%
1 year	+20.07%	+3.53%
5 years(CAGR)	+11.04%	+1.71%
10 years(CAGR)	+12.16%	+1.64%
Max(CAGR)	+11.39%	+1.95%

Winner

IUSV

+3.35%

SHY

-0.08%

Winner

IUSV

+2.81%

SHY

-0.07%

Winner

IUSV

+7.02%

SHY

+0.94%

Winner

IUSV

+20.07%

SHY

+3.53%

5Y(CAGR)

Winner

IUSV

+11.04%

SHY

+1.71%

10Y(CAGR)

Winner

IUSV

+12.16%

SHY

+1.64%

Max(CAGR)

Winner

IUSV

+11.39%

SHY

+1.95%

IUSV vs SHY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IUSV	SHY
2026	+6.05%	+0.32%
2025	+13.34%	+4.98%
2024	+11.50%	+4.04%
2023	+21.28%	+4.07%
2022	-5.82%	-3.77%
2021	+27.06%	-0.73%
2020	+1.23%	+2.99%
2019	+30.87%	+3.37%
2018	-9.66%	+1.50%
2017	+14.27%	+0.34%
2016	+23.15%	+0.69%
2015	+0.85%	+0.32%
2014	+18.09%	+0.40%
2013	+34.59%	+0.24%
2012	+20.94%	+0.34%
2011	+2.85%	+1.46%
2010	+18.76%	+2.14%
2009	+23.56%	+0.89%
2008	-31.56%	+6.42%
2007	+3.44%	+7.24%
2006	+25.10%	+3.75%
2005	+12.83%	+1.52%
2004	+21.73%	+0.91%
2003	+32.31%	+2.19%
2002	-12.09%	+2.03%
2001	+0.72%	N/A
2000	+9.53%	N/A

IUSV vs SHY Drawdown Comparison

The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.

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

The current IUSV drawdown is -0.19%. The current SHY drawdown is -0.37%.

Rank	IUSV	SHY
#1	-56.91% Oct 9, 2007 - Feb 8, 2011	-5.71% Aug 2, 2021 - Jun 3, 2024
#2	-37.54% Jan 17, 2020 - Dec 31, 2020	-2.23% Mar 17, 2008 - Sep 15, 2008
#3	-30.83% Mar 19, 2002 - Sep 18, 2003	-1.90% Mar 24, 2004 - Oct 20, 2004
#4	-20.41% Jul 7, 2011 - Feb 3, 2012	-1.19% Dec 30, 2008 - Jul 8, 2009
#5	-19.50% May 22, 2001 - Mar 11, 2002	-1.07% Sep 7, 2017 - Nov 28, 2018
#6	-18.96% Jan 26, 2018 - Apr 23, 2019	-0.99% Jul 5, 2016 - Aug 11, 2017
#7	-17.94% Apr 20, 2022 - Feb 1, 2023	-0.98% Jun 13, 2003 - Sep 30, 2003
#8	-17.76% Nov 29, 2024 - Aug 22, 2025	-0.97% Sep 24, 2024 - Jan 27, 2025
#9	-13.64% Jul 16, 2015 - Apr 1, 2016	-0.89% Feb 27, 2026 - Mar 26, 2026
#10	-12.99% Feb 12, 2001 - May 16, 2001	-0.88% Sep 17, 2008 - Oct 2, 2008
#11	-11.27% Jul 31, 2023 - Dec 1, 2023	-0.87% Oct 25, 2004 - May 5, 2005
#12	-10.44% Jul 13, 2007 - Oct 5, 2007	-0.87% Dec 1, 2009 - Feb 5, 2010
#13	-10.11% Mar 26, 2012 - Aug 6, 2012	-0.81% Nov 1, 2010 - May 3, 2011
#14	-9.83% Feb 2, 2023 - Jun 15, 2023	-0.80% Oct 9, 2002 - Oct 31, 2002
#15	-7.87% May 3, 2019 - Jul 1, 2019	-0.75% Jul 10, 2009 - Aug 28, 2009

Correlation

Correlation between IUSV and SHY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

IUSV vs SHY dividend yield comparison.

Year	IUSV	SHY
2026	0.36%	1.17%
2025	1.78%	3.81%
2024	2.15%	3.92%
2023	1.75%	2.99%
2022	2.22%	1.30%
2021	1.87%	0.26%
2020	2.40%	0.94%
2019	2.19%	2.12%
2018	2.66%	1.72%
2017	1.93%	0.98%
2016	4.44%	0.71%
2015	7.63%	0.54%
2014	5.58%	0.36%
2013	5.85%	0.26%
2012	6.73%	0.37%
2011	6.69%	0.81%
2010	5.94%	1.03%
2009	6.89%	2.41%
2008	10.74%	3.41%
2007	7.17%	4.27%
2006	5.76%	4.13%
2005	6.74%	3.05%
2004	5.61%	1.94%
2003	5.64%	1.59%
2002	6.14%	0.78%
2001	5.05%	0.00%
2000	2.49%	0.00%