SHV vs DFUS

Comparison between iShares 0-1 Year Treasury Bond ETF (SHV, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).

5-Year PerformanceDFUS has outperformed SHV, delivering a return of +13.1% compared to +3.3%

SHV vs DFUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHV(ETF)	DFUS(ETF)
Net Assets	$21B	$20B
Expense Ratio	0.15%	0.09%
Max Drawdown	1.20%	25.36%
Sharpe Ratio	1.25	1.98
5Y Beta	-0.00	0.99
P/E Ratio	N/A	26.08
Forward P/E	N/A	20.44
5Y Dividends CAGR	65.56%	N/A
5Y EPS CAGR	N/A	23.63%
P/S Ratio	N/A	3.03
P/B Ratio	N/A	4.80

Net Assets

Winner

SHV

$21B

DFUS

$20B

Expense Ratio

SHV

0.15%

Winner

DFUS

0.09%

Max Drawdown

Winner

SHV

1.20%

DFUS

25.36%

Sharpe Ratio

SHV

1.25

Winner

DFUS

1.98

5Y Beta

Winner

SHV

-0.00

DFUS

0.99

P/E Ratio

SHV

N/A

DFUS

26.08

Forward P/E

SHV

N/A

DFUS

20.44

5Y Dividends CAGR

SHV

65.56%

DFUS

N/A

5Y EPS CAGR

SHV

N/A

DFUS

23.63%

P/S Ratio

SHV

N/A

DFUS

3.03

P/B Ratio

SHV

N/A

DFUS

4.80

SHV vs DFUS - Historical Returns

Returns include dividend reinvestment.

Period	SHV	DFUS
1 month	+0.29%	+7.24%
3 months	+0.84%	+8.37%
6 months	+1.78%	+8.60%
1 year	+3.94%	+28.09%
5 years(CAGR)	+3.27%	+13.09%
10 years(CAGR)	+2.20%	N/A
Max(CAGR)	+1.57%	+13.09%

SHV

+0.29%

Winner

DFUS

+7.24%

SHV

+0.84%

Winner

DFUS

+8.37%

SHV

+1.78%

Winner

DFUS

+8.60%

SHV

+3.94%

Winner

DFUS

+28.09%

5Y(CAGR)

SHV

+3.27%

Winner

DFUS

+13.09%

10Y(CAGR)

SHV

+2.20%

DFUS

N/A

Max(CAGR)

SHV

+1.57%

Winner

DFUS

+13.09%

SHV vs DFUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHV	DFUS
2026	+1.20%	+8.19%
2025	+4.19%	+17.66%
2024	+5.13%	+25.28%
2023	+5.02%	+26.93%
2022	+0.95%	-18.83%
2021	-0.09%	+11.90%
2020	+0.79%	N/A
2019	+2.35%	N/A
2018	+1.73%	N/A
2017	+0.64%	N/A
2016	+0.41%	N/A
2015	+0.02%	N/A
2014	+0.02%	N/A
2013	+0.01%	N/A
2012	+0.05%	N/A
2011	+0.07%	N/A
2010	+0.12%	N/A
2009	+0.32%	N/A
2008	+2.73%	N/A
2007	+4.99%	N/A

SHV vs DFUS Drawdown Comparison

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

The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.

The current DFUS drawdown is -0.20%.

Rank	SHV	DFUS
#1	-0.45% Apr 7, 2020 - Oct 7, 2022	-24.62% Jan 3, 2022 - Dec 13, 2023
#2	-0.36% Oct 10, 2008 - Oct 15, 2008	-19.44% Feb 19, 2025 - Jun 27, 2025
#3	-0.29% Oct 15, 2008 - Nov 6, 2008	-8.96% Jan 27, 2026 - Apr 14, 2026
#4	-0.25% Sep 17, 2008 - Oct 2, 2008	-8.66% Jul 16, 2024 - Sep 19, 2024
#5	-0.23% Dec 29, 2008 - Apr 15, 2009	-5.53% Mar 28, 2024 - May 14, 2024
#6	-0.19% Aug 22, 2007 - Sep 5, 2007	-5.29% Oct 28, 2025 - Dec 10, 2025
#7	-0.17% Mar 20, 2008 - May 1, 2008	-5.07% Sep 3, 2021 - Oct 20, 2021
#8	-0.14% Oct 2, 2008 - Oct 10, 2008	-4.60% Dec 4, 2024 - Jan 23, 2025
#9	-0.13% Jun 1, 2009 - Jul 8, 2009	-4.52% Nov 16, 2021 - Dec 27, 2021
#10	-0.12% Oct 2, 2015 - Jan 19, 2016	-3.07% Jul 12, 2021 - Jul 23, 2021
#11	-0.11% Feb 24, 2017 - Apr 13, 2017	-3.06% Oct 8, 2025 - Oct 24, 2025
#12	-0.10% Apr 29, 2009 - May 28, 2009	-2.77% Oct 18, 2024 - Nov 6, 2024
#13	-0.09% Dec 12, 2008 - Dec 29, 2008	-2.72% Dec 11, 2025 - Dec 23, 2025
#14	-0.08% Dec 11, 2007 - Dec 19, 2007	-2.50% Jul 28, 2025 - Aug 12, 2025
#15	-0.08% Nov 4, 2016 - Dec 19, 2016	-2.40% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between SHV and DFUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

SHV vs DFUS dividend yield comparison.

Year	SHV	DFUS
2026	1.18%	0.21%
2025	4.09%	0.88%
2024	5.02%	1.04%
2023	4.73%	1.33%
2022	1.39%	1.48%
2021	0.00%	0.85%
2020	0.74%	0.00%
2019	2.19%	0.00%
2018	1.66%	0.00%
2017	0.72%	0.00%
2016	0.34%	0.00%
2015	0.03%	0.00%
2014	0.00%	0.00%
2013	0.00%	0.00%
2012	0.01%	0.00%
2011	0.07%	0.00%
2010	0.08%	0.00%
2009	0.34%	0.00%
2008	2.08%	0.00%
2007	4.04%	0.00%