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SDY vs SHV

Comparison between SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and iShares 0-1 Year Treasury Bond ETF (SHV, ETF).

5-Year PerformanceSDY has outperformed SHV, delivering a return of +5.9% compared to +3.3%

SDY vs SHV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDY
$21B
Winner
SHV
$21B
Expense Ratio
SDY
0.35%
Winner
SHV
0.15%
Max Drawdown
SDY
58.57%
Winner
SHV
1.20%
Sharpe Ratio
SDY
1.05
Winner
SHV
1.43
5Y Beta
SDY
0.48
Winner
SHV
-0.00
P/E Ratio
SDY
21.14
SHV
N/A
Forward P/E
SDY
17.23
SHV
N/A
PEG Ratio
SDY
0.92
SHV
N/A
5Y Dividends CAGR
SDY
7.36%
Winner
SHV
65.56%
5Y EPS CAGR
SDY
8.33%
SHV
N/A
Debt to Equity
SDY
35.03%
SHV
N/A
P/S Ratio
SDY
1.86
SHV
N/A
P/B Ratio
SDY
3.01
SHV
N/A

SDY vs SHV - Historical Returns

Returns include dividend reinvestment.

1M
SDY
-0.14%
Winner
SHV
+0.32%
3M
SDY
-2.68%
Winner
SHV
+0.85%
6M
Winner
SDY
+9.30%
SHV
+1.79%
1Y
Winner
SDY
+14.99%
SHV
+3.97%
5Y(CAGR)
Winner
SDY
+5.88%
SHV
+3.27%
10Y(CAGR)
Winner
SDY
+9.42%
SHV
+2.20%
Max(CAGR)
Winner
SDY
+8.87%
SHV
+1.57%

SDY vs SHV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSDYSHV
2026+6.33%+1.19%
2025+8.85%+4.19%
2024+8.00%+5.13%
2023+2.35%+5.02%
2022-0.44%+0.95%
2021+27.12%-0.09%
2020+2.06%+0.79%
2019+24.12%+2.35%
2018-2.82%+1.73%
2017+15.46%+0.64%
2016+21.95%+0.41%
2015-0.69%+0.02%
2014+15.05%+0.02%
2013+27.23%+0.01%
2012+10.85%+0.05%
2011+6.44%+0.07%
2010+14.94%+0.12%
2009+16.62%+0.32%
2008-21.76%+2.73%
2007-7.06%+4.99%
2006+16.23%N/A
2005+1.10%N/A

SDY vs SHV Drawdown Comparison

The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.

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

The current SDY drawdown is -4.50%.

RankSDYSHV
#1-54.78%
Jun 1, 2007 - Apr 28, 2011		-0.45%
Apr 7, 2020 - Oct 7, 2022
#2-36.66%
Feb 14, 2020 - Nov 24, 2020		-0.36%
Oct 10, 2008 - Oct 15, 2008
#3-16.06%
Jul 7, 2011 - Dec 27, 2011		-0.29%
Oct 15, 2008 - Nov 6, 2008
#4-15.21%
Aug 16, 2022 - Dec 2, 2022		-0.25%
Sep 17, 2008 - Oct 2, 2008
#5-15.02%
Feb 2, 2023 - Mar 12, 2024		-0.23%
Dec 29, 2008 - Apr 15, 2009
#6-14.40%
Nov 29, 2024 - Aug 13, 2025		-0.19%
Aug 22, 2007 - Sep 5, 2007
#7-14.22%
Sep 21, 2018 - Feb 19, 2019		-0.17%
Mar 20, 2008 - May 1, 2008
#8-13.20%
Apr 20, 2022 - Aug 15, 2022		-0.14%
Oct 2, 2008 - Oct 10, 2008
#9-10.85%
Dec 29, 2014 - Nov 2, 2015		-0.13%
Jun 1, 2009 - Jul 8, 2009
#10-9.42%
Jan 26, 2018 - Aug 6, 2018		-0.12%
Oct 2, 2015 - Jan 19, 2016
#11-9.33%
Nov 3, 2015 - Mar 1, 2016		-0.11%
Feb 24, 2017 - Apr 13, 2017
#12-7.67%
Feb 27, 2026 - Mar 20, 2026		-0.10%
Apr 29, 2009 - May 28, 2009
#13-6.96%
Jan 7, 2022 - Mar 29, 2022		-0.09%
Dec 12, 2008 - Dec 29, 2008
#14-6.93%
May 21, 2013 - Jul 18, 2013		-0.08%
Dec 11, 2007 - Dec 19, 2007
#15-6.87%
May 10, 2021 - Nov 3, 2021		-0.08%
Nov 4, 2016 - Dec 19, 2016

Correlation

Correlation between SDY and SHV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2005 - 2026)

SDY vs SHV dividend yield comparison.

YearSDYSHV
20260.59%1.18%
20252.61%4.09%
20242.56%5.02%
20232.64%4.73%
20222.55%1.39%
20212.63%0.00%
20202.85%0.74%
20192.45%2.19%
20182.73%1.66%
20174.69%0.72%
20163.30%0.34%
20156.20%0.03%
20144.74%0.00%
20133.95%0.00%
20123.28%0.01%
20113.23%0.07%
20103.35%0.08%
20093.75%0.34%
20085.44%2.08%
20075.03%4.04%
20062.86%0.00%
20050.57%0.00%

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