IWP vs SHV
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and ISHARES 0-1 YEAR TREASURY BOND ETF (SHV, ETF).
5-Year PerformanceIWP has outperformed SHV, delivering a return of +5.2% compared to +3.4%
IWP vs SHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWP
$21B
Winner
SHV
$21B
Expense Ratio
IWP
0.23%
Winner
SHV
0.15%
Max Drawdown
IWP
57.34%
Winner
SHV
1.20%
Sharpe Ratio
IWP
0.13
Winner
SHV
0.20
5Y Beta
IWP
1.15
Winner
SHV
-0.00
P/E Ratio
IWP
42.53
SHV
N/A
Forward P/E
IWP
24.16
SHV
N/A
5Y Dividends CAGR
IWP
9.93%
Winner
SHV
74.76%
5Y EPS CAGR
IWP
18.56%
SHV
N/A
Debt to Equity
IWP
118.69%
SHV
N/A
P/S Ratio
IWP
2.23
SHV
N/A
P/B Ratio
IWP
9.93
SHV
N/A
IWP vs SHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+0.47%
SHV
+0.26%
3M
Winner
IWP
+7.74%
SHV
+0.87%
6M
IWP
+0.42%
Winner
SHV
+1.70%
1Y
IWP
+3.69%
Winner
SHV
+3.83%
5Y(CAGR)
Winner
IWP
+5.19%
SHV
+3.35%
10Y(CAGR)
Winner
IWP
+12.57%
SHV
+2.24%
Max(CAGR)
Winner
IWP
+10.13%
SHV
+1.58%
IWP vs SHV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | SHV |
|---|---|---|
| 2026 | +1.40% | +1.58% |
| 2025 | +7.84% | +4.19% |
| 2024 | +23.83% | +5.13% |
| 2023 | +26.60% | +5.02% |
| 2022 | -26.14% | +0.95% |
| 2021 | +14.23% | -0.09% |
| 2020 | +34.44% | +0.79% |
| 2019 | +36.59% | +2.35% |
| 2018 | -4.81% | +1.73% |
| 2017 | +25.18% | +0.64% |
| 2016 | +10.16% | +0.41% |
| 2015 | +0.63% | +0.02% |
| 2014 | +13.97% | +0.02% |
| 2013 | +33.37% | +0.01% |
| 2012 | +15.69% | +0.05% |
| 2011 | -2.10% | +0.07% |
| 2010 | +25.49% | +0.12% |
| 2009 | +41.66% | +0.32% |
| 2008 | -42.83% | +2.73% |
| 2007 | +13.43% | +4.99% |
| 2006 | +11.11% | N/A |
| 2005 | +15.23% | N/A |
| 2004 | +16.75% | N/A |
| 2003 | +38.47% | N/A |
| 2002 | -27.50% | N/A |
| 2001 | -2.70% | N/A |
IWP vs SHV Drawdown Comparison
The maximum drawdown for IWP was -56.10%, occurring on Nov 20, 2008. Recovery took 800 trading sessions.
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The current IWP drawdown is -3.44%.
| Rank | IWP | SHV |
|---|---|---|
| #1 | -56.10% Oct 9, 2007 - Dec 10, 2010 | -0.45% Apr 7, 2020 - Oct 7, 2022 |
| #2 | -39.55% Aug 1, 2001 - Dec 1, 2003 | -0.36% Oct 10, 2008 - Oct 15, 2008 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -0.29% Oct 15, 2008 - Nov 6, 2008 |
| #4 | -35.87% Feb 19, 2020 - Jul 6, 2020 | -0.25% Sep 17, 2008 - Oct 2, 2008 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -0.23% Dec 29, 2008 - Apr 15, 2009 |
| #6 | -24.88% Jul 7, 2011 - Mar 19, 2012 | -0.19% Aug 22, 2007 - Sep 5, 2007 |
| #7 | -22.11% Sep 14, 2018 - Mar 21, 2019 | -0.17% Mar 20, 2008 - May 1, 2008 |
| #8 | -19.65% Apr 23, 2015 - Jul 26, 2016 | -0.14% Oct 2, 2008 - Oct 10, 2008 |
| #9 | -14.79% Oct 27, 2025 - Mar 30, 2026 | -0.13% Jun 1, 2009 - Jul 8, 2009 |
| #10 | -13.98% Apr 5, 2004 - Nov 11, 2004 | -0.12% Oct 2, 2015 - Jan 19, 2016 |
| #11 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -0.11% Feb 24, 2017 - Apr 13, 2017 |
| #12 | -12.91% May 8, 2006 - Nov 8, 2006 | -0.10% Apr 29, 2009 - May 28, 2009 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -0.09% Dec 12, 2008 - Dec 29, 2008 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -0.08% Dec 11, 2007 - Dec 19, 2007 |
| #15 | -9.99% Sep 5, 2014 - Nov 6, 2014 | -0.08% Nov 4, 2016 - Dec 19, 2016 |
Correlation
Correlation between IWP and SHV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2001 - 2026)
IWP vs SHV dividend yield comparison.
| Year | IWP | SHV |
|---|---|---|
| 2026 | 0.15% | 1.48% |
| 2025 | 0.37% | 4.09% |
| 2024 | 0.40% | 5.02% |
| 2023 | 0.54% | 4.73% |
| 2022 | 0.77% | 1.39% |
| 2021 | 0.30% | 0.00% |
| 2020 | 0.68% | 0.74% |
| 2019 | 1.19% | 2.19% |
| 2018 | 2.04% | 1.66% |
| 2017 | 1.56% | 0.72% |
| 2016 | 2.33% | 0.34% |
| 2015 | 1.97% | 0.03% |
| 2014 | 2.05% | 0.00% |
| 2013 | 1.59% | 0.00% |
| 2012 | 2.63% | 0.01% |
| 2011 | 1.86% | 0.07% |
| 2010 | 1.69% | 0.08% |
| 2009 | 1.75% | 0.34% |
| 2008 | 3.74% | 2.08% |
| 2007 | 2.53% | 4.04% |
| 2006 | 2.78% | 0.00% |
| 2005 | 1.87% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 0.73% | 0.00% |
| 2002 | 0.50% | 0.00% |
| 2001 | 0.12% | 0.00% |
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