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