OEF vs SHV
Comparison between ISHARES S&P 100 ETF (OEF, ETF) and ISHARES 0-1 YEAR TREASURY BOND ETF (SHV, ETF).
5-Year PerformanceOEF has outperformed SHV, delivering a return of +14.4% compared to +3.5%
OEF vs SHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OEF
$20B
Winner
SHV
$21B
Expense Ratio
OEF
0.20%
Winner
SHV
0.15%
Max Drawdown
OEF
57.29%
Winner
SHV
1.20%
Sharpe Ratio
Winner
OEF
1.16
SHV
-0.48
5Y Beta
OEF
1.03
Winner
SHV
-0.00
P/E Ratio
OEF
26.19
SHV
N/A
Forward P/E
OEF
21.11
SHV
N/A
PEG Ratio
OEF
0.30
SHV
N/A
5Y Dividends CAGR
OEF
5.69%
Winner
SHV
81.00%
5Y EPS CAGR
OEF
30.62%
SHV
N/A
Debt to Equity
OEF
28.99%
SHV
N/A
P/S Ratio
OEF
5.03
SHV
N/A
P/B Ratio
OEF
6.57
SHV
N/A
OEF vs SHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OEF
+2.21%
SHV
+0.36%
3M
Winner
OEF
+2.22%
SHV
+0.92%
6M
Winner
OEF
+12.38%
SHV
+1.77%
1Y
Winner
OEF
+21.18%
SHV
+3.79%
5Y(CAGR)
Winner
OEF
+14.42%
SHV
+3.48%
10Y(CAGR)
Winner
OEF
+16.35%
SHV
+2.30%
Max(CAGR)
Winner
OEF
+8.52%
SHV
+1.60%
OEF vs SHV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | OEF | SHV |
|---|---|---|
| 2026 | +10.91% | +2.23% |
| 2025 | +20.13% | +4.19% |
| 2024 | +31.60% | +5.13% |
| 2023 | +33.30% | +5.02% |
| 2022 | -21.91% | +0.95% |
| 2021 | +30.85% | -0.09% |
| 2020 | +19.79% | +0.79% |
| 2019 | +31.43% | +2.35% |
| 2018 | -4.86% | +1.73% |
| 2017 | +20.87% | +0.64% |
| 2016 | +13.07% | +0.41% |
| 2015 | +2.55% | +0.02% |
| 2014 | +13.43% | +0.02% |
| 2013 | +26.61% | +0.01% |
| 2012 | +13.86% | +0.05% |
| 2011 | +1.76% | +0.07% |
| 2010 | +10.53% | +0.12% |
| 2009 | +18.79% | +0.32% |
| 2008 | -34.69% | +2.73% |
| 2007 | +6.16% | +4.99% |
| 2006 | +16.48% | N/A |
| 2005 | +1.65% | N/A |
| 2004 | +6.48% | N/A |
| 2003 | +21.32% | N/A |
| 2002 | -23.52% | N/A |
| 2001 | -10.74% | N/A |
| 2000 | -4.82% | N/A |
OEF vs SHV Drawdown Comparison
The maximum drawdown for OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 1238 trading sessions.
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The current OEF drawdown is -1.55%.
| Rank | OEF | SHV |
|---|---|---|
| #1 | -54.12% Oct 9, 2007 - Sep 6, 2012 | -0.45% Apr 7, 2020 - Oct 7, 2022 |
| #2 | -47.06% Nov 7, 2000 - Apr 25, 2007 | -0.36% Oct 10, 2008 - Oct 15, 2008 |
| #3 | -31.44% Feb 19, 2020 - Aug 3, 2020 | -0.29% Oct 15, 2008 - Nov 6, 2008 |
| #4 | -26.46% Jan 3, 2022 - Dec 7, 2023 | -0.25% Sep 17, 2008 - Oct 2, 2008 |
| #5 | -19.80% Feb 19, 2025 - Jun 26, 2025 | -0.23% Dec 29, 2008 - Apr 15, 2009 |
| #6 | -19.59% Oct 3, 2018 - Apr 22, 2019 | -0.19% Aug 22, 2007 - Sep 5, 2007 |
| #7 | -13.13% Jul 20, 2015 - Nov 3, 2015 | -0.17% Mar 20, 2008 - May 1, 2008 |
| #8 | -12.26% Nov 3, 2015 - Apr 19, 2016 | -0.14% Oct 2, 2008 - Oct 10, 2008 |
| #9 | -11.06% Oct 29, 2025 - Apr 17, 2026 | -0.13% Jun 1, 2009 - Jul 8, 2009 |
| #10 | -10.85% Jan 26, 2018 - Aug 6, 2018 | -0.12% Oct 2, 2015 - Jan 19, 2016 |
| #11 | -10.48% Sep 2, 2020 - Dec 1, 2020 | -0.11% Feb 24, 2017 - Apr 13, 2017 |
| #12 | -9.73% Jul 10, 2024 - Sep 24, 2024 | -0.10% Apr 29, 2009 - May 28, 2009 |
| #13 | -8.47% Jul 19, 2007 - Sep 27, 2007 | -0.09% Dec 12, 2008 - Dec 29, 2008 |
| #14 | -8.14% Oct 4, 2012 - Jan 17, 2013 | -0.08% Dec 11, 2007 - Dec 19, 2007 |
| #15 | -7.51% Apr 29, 2019 - Jun 20, 2019 | -0.08% Nov 4, 2016 - Dec 19, 2016 |
Correlation
Correlation between OEF and SHV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
OEF vs SHV dividend yield comparison.
| Year | OEF | SHV |
|---|---|---|
| 2026 | 0.44% | 2.07% |
| 2025 | 0.81% | 4.09% |
| 2024 | 1.03% | 5.02% |
| 2023 | 1.19% | 4.73% |
| 2022 | 1.55% | 1.39% |
| 2021 | 1.06% | 0.00% |
| 2020 | 1.43% | 0.74% |
| 2019 | 1.87% | 2.19% |
| 2018 | 2.09% | 1.66% |
| 2017 | 1.81% | 0.72% |
| 2016 | 2.07% | 0.34% |
| 2015 | 2.11% | 0.03% |
| 2014 | 1.85% | 0.00% |
| 2013 | 1.96% | 0.00% |
| 2012 | 2.17% | 0.01% |
| 2011 | 2.07% | 0.07% |
| 2010 | 1.93% | 0.08% |
| 2009 | 2.17% | 0.34% |
| 2008 | 3.38% | 2.08% |
| 2007 | 1.91% | 4.04% |
| 2006 | 1.59% | 0.00% |
| 2005 | 1.86% | 0.00% |
| 2004 | 2.17% | 0.00% |
| 2003 | 1.50% | 0.00% |
| 2002 | 1.53% | 0.00% |
| 2001 | 1.01% | 0.00% |
| 2000 | 0.21% | 0.00% |
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