SHV vs IWP
Comparison between ISHARES SHORT TREASURY BOND ETF (SHV, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceIWP has outperformed SHV, delivering a return of +6.3% compared to +3.3%
SHV vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHV
$21B
IWP
$21B
Expense Ratio
Winner
SHV
0.15%
IWP
0.23%
Max Drawdown
Winner
SHV
1.20%
IWP
57.34%
Sharpe Ratio
Winner
SHV
0.67
IWP
0.12
5Y Beta
Winner
SHV
-0.00
IWP
1.15
P/E Ratio
SHV
N/A
IWP
41.46
Forward P/E
SHV
N/A
IWP
24.62
5Y Dividends CAGR
Winner
SHV
74.76%
IWP
9.93%
5Y EPS CAGR
SHV
N/A
IWP
19.30%
Debt to Equity
SHV
N/A
IWP
116.18%
P/S Ratio
SHV
N/A
IWP
2.32
P/B Ratio
SHV
N/A
IWP
9.83
SHV vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
SHV
+0.27%
Winner
IWP
+5.13%
3M
SHV
+0.87%
Winner
IWP
+8.98%
6M
SHV
+1.72%
Winner
IWP
+3.61%
1Y
SHV
+3.87%
Winner
IWP
+6.02%
5Y(CAGR)
SHV
+3.34%
Winner
IWP
+6.25%
10Y(CAGR)
SHV
+2.23%
Winner
IWP
+12.64%
Max(CAGR)
SHV
+1.58%
Winner
IWP
+9.33%
SHV vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SHV | IWP |
|---|---|---|
| 2026 | +1.53% | +3.58% |
| 2025 | +4.19% | +7.84% |
| 2024 | +5.13% | +23.83% |
| 2023 | +5.02% | +26.60% |
| 2022 | +0.95% | -26.14% |
| 2021 | -0.09% | +14.23% |
| 2020 | +0.79% | +33.86% |
| 2019 | +2.35% | +35.72% |
| 2018 | +1.73% | -5.68% |
| 2017 | +0.64% | +24.12% |
| 2016 | +0.41% | +8.86% |
| 2015 | +0.02% | -0.33% |
| 2014 | +0.02% | +12.77% |
| 2013 | +0.01% | +32.21% |
| 2012 | +0.05% | +14.17% |
| 2011 | +0.07% | -2.97% |
| 2010 | +0.12% | +24.30% |
| 2009 | +0.32% | +40.22% |
| 2008 | +2.73% | -43.79% |
| 2007 | +4.99% | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
SHV vs IWP Drawdown Comparison
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current IWP drawdown is -1.36%.
| Rank | SHV | IWP |
|---|---|---|
| #1 | -0.45% Apr 7, 2020 - Oct 7, 2022 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -0.36% Oct 10, 2008 - Oct 15, 2008 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -0.29% Oct 15, 2008 - Nov 6, 2008 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -0.25% Sep 17, 2008 - Oct 2, 2008 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -0.23% Dec 29, 2008 - Apr 15, 2009 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -0.19% Aug 22, 2007 - Sep 5, 2007 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -0.17% Mar 20, 2008 - May 1, 2008 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -0.14% Oct 2, 2008 - Oct 10, 2008 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -0.13% Jun 1, 2009 - Jul 8, 2009 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -0.12% Oct 2, 2015 - Jan 19, 2016 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -0.11% Feb 24, 2017 - Apr 13, 2017 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -0.10% Apr 29, 2009 - May 28, 2009 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -0.09% Dec 12, 2008 - Dec 29, 2008 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -0.08% Dec 11, 2007 - Dec 19, 2007 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -0.08% Nov 4, 2016 - Dec 19, 2016 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between SHV and IWP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2001 - 2026)
SHV vs IWP dividend yield comparison.
| Year | SHV | IWP |
|---|---|---|
| 2026 | 1.48% | 0.15% |
| 2025 | 4.09% | 0.37% |
| 2024 | 5.02% | 0.40% |
| 2023 | 4.73% | 0.54% |
| 2022 | 1.39% | 0.77% |
| 2021 | 0.00% | 0.30% |
| 2020 | 0.74% | 0.38% |
| 2019 | 2.19% | 0.60% |
| 2018 | 1.66% | 1.02% |
| 2017 | 0.72% | 0.78% |
| 2016 | 0.34% | 1.16% |
| 2015 | 0.03% | 0.98% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.01% | 1.32% |
| 2011 | 0.07% | 0.93% |
| 2010 | 0.08% | 0.85% |
| 2009 | 0.34% | 0.87% |
| 2008 | 2.08% | 1.26% |
| 2007 | 4.04% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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