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SHV vs BIL

Comparison between ISHARES SHORT TREASURY BOND ETF (SHV, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF).

5-Year PerformanceBIL has outperformed SHV, delivering a return of +3.4% compared to +3.3%

SHV vs BIL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHV
$21B
Winner
BIL
$46B
Expense Ratio
SHV
0.15%
Winner
BIL
0.14%
Max Drawdown
Winner
SHV
1.20%
BIL
1.36%
Sharpe Ratio
Winner
SHV
1.14
BIL
1.10
5Y Beta
SHV
-0.00
Winner
BIL
-0.00
5Y Dividends CAGR
SHV
74.76%
Winner
BIL
310.45%

SHV vs BIL - Historical Returns

Returns include dividend reinvestment.

1M
SHV
+0.31%
Winner
BIL
+0.32%
3M
SHV
+0.89%
Winner
BIL
+0.91%
6M
SHV
+1.74%
Winner
BIL
+1.78%
1Y
SHV
+3.90%
Winner
BIL
+3.91%
5Y(CAGR)
SHV
+3.32%
Winner
BIL
+3.42%
10Y(CAGR)
Winner
SHV
+2.23%
BIL
+2.19%
Max(CAGR)
Winner
SHV
+1.57%
BIL
+1.36%

SHV vs BIL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSHVBIL
2026+1.44%+1.49%
2025+4.19%+4.13%
2024+5.13%+5.18%
2023+5.02%+4.93%
2022+0.95%+1.41%
2021-0.09%-0.10%
2020+0.79%+0.37%
2019+2.35%+2.04%
2018+1.73%+1.73%
2017+0.64%+0.64%
2016+0.41%+0.09%
2015+0.02%-0.11%
2014+0.02%-0.07%
2013+0.01%-0.09%
2012+0.05%-0.02%
2011+0.07%-0.06%
2010+0.12%+0.00%
2009+0.32%+0.25%
2008+2.73%+1.50%
2007+4.99%+2.50%

SHV vs BIL Drawdown Comparison

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

The maximum drawdown for BIL was -0.78%, occurring on Dec 9, 2015. Recovery took 2321 trading sessions.

RankSHVBIL
#1-0.45%
Apr 7, 2020 - Oct 7, 2022
-0.78%
Sep 29, 2008 - Dec 15, 2017
#2-0.36%
Oct 10, 2008 - Oct 15, 2008
-0.63%
Sep 17, 2008 - Sep 29, 2008
#3-0.29%
Oct 15, 2008 - Nov 6, 2008
-0.24%
Aug 20, 2007 - Sep 7, 2007
#4-0.25%
Sep 17, 2008 - Oct 2, 2008
-0.21%
Mar 20, 2020 - Aug 2, 2022
#5-0.23%
Dec 29, 2008 - Apr 15, 2009
-0.17%
Mar 19, 2008 - Jun 2, 2008
#6-0.19%
Aug 22, 2007 - Sep 5, 2007
-0.15%
Jul 16, 2008 - Aug 5, 2008
#7-0.17%
Mar 20, 2008 - May 1, 2008
-0.13%
Jan 2, 2008 - Jan 14, 2008
#8-0.14%
Oct 2, 2008 - Oct 10, 2008
-0.13%
Sep 25, 2007 - Oct 4, 2007
#9-0.13%
Jun 1, 2009 - Jul 8, 2009
-0.11%
Oct 4, 2007 - Oct 8, 2007
#10-0.12%
Oct 2, 2015 - Jan 19, 2016
-0.11%
Sep 10, 2007 - Sep 12, 2007
#11-0.11%
Feb 24, 2017 - Apr 13, 2017
-0.11%
Jan 24, 2008 - Jan 29, 2008
#12-0.10%
Apr 29, 2009 - May 28, 2009
-0.10%
Jun 27, 2008 - Jul 10, 2008
#13-0.09%
Dec 12, 2008 - Dec 29, 2008
-0.09%
Jun 2, 2008 - Jun 10, 2008
#14-0.08%
Dec 11, 2007 - Dec 19, 2007
-0.09%
Jun 11, 2007 - Jun 14, 2007
#15-0.08%
Nov 4, 2016 - Dec 19, 2016
-0.09%
Sep 17, 2007 - Sep 24, 2007

Correlation

Correlation between SHV and BIL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2007 - 2026)

SHV vs BIL dividend yield comparison.

YearSHVBIL
20261.48%1.44%
20254.09%4.13%
20245.02%5.03%
20234.73%4.93%
20221.39%1.35%
20200.74%0.30%
20192.19%2.05%
20181.66%1.66%
20170.72%0.68%
20160.34%0.07%
20150.03%0.00%
20140.00%0.00%
20130.00%0.00%
20120.01%0.00%
20110.07%0.00%
20100.08%0.00%
20090.34%0.09%
20082.08%1.58%
20074.04%2.50%

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