SHV vs SDY
Comparison between iShares 0-1 Year Treasury Bond ETF (SHV, ETF) and SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceSDY has outperformed SHV, delivering a return of +5.9% compared to +3.3%
SHV vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHV
$21B
SDY
$21B
Expense Ratio
Winner
SHV
0.15%
SDY
0.35%
Max Drawdown
Winner
SHV
1.20%
SDY
58.57%
Sharpe Ratio
Winner
SHV
1.43
SDY
1.05
5Y Beta
Winner
SHV
-0.00
SDY
0.48
P/E Ratio
SHV
N/A
SDY
21.14
Forward P/E
SHV
N/A
SDY
17.23
PEG Ratio
SHV
N/A
SDY
0.92
5Y Dividends CAGR
Winner
SHV
65.56%
SDY
7.36%
5Y EPS CAGR
SHV
N/A
SDY
8.33%
Debt to Equity
SHV
N/A
SDY
35.03%
P/S Ratio
SHV
N/A
SDY
1.86
P/B Ratio
SHV
N/A
SDY
3.01
SHV vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHV
+0.32%
SDY
-0.14%
3M
Winner
SHV
+0.85%
SDY
-2.68%
6M
SHV
+1.79%
Winner
SDY
+9.30%
1Y
SHV
+3.97%
Winner
SDY
+14.99%
5Y(CAGR)
SHV
+3.27%
Winner
SDY
+5.88%
10Y(CAGR)
SHV
+2.20%
Winner
SDY
+9.42%
Max(CAGR)
SHV
+1.57%
Winner
SDY
+8.87%
SHV vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SHV | SDY |
|---|---|---|
| 2026 | +1.19% | +6.33% |
| 2025 | +4.19% | +8.85% |
| 2024 | +5.13% | +8.00% |
| 2023 | +5.02% | +2.35% |
| 2022 | +0.95% | -0.44% |
| 2021 | -0.09% | +27.12% |
| 2020 | +0.79% | +2.06% |
| 2019 | +2.35% | +24.12% |
| 2018 | +1.73% | -2.82% |
| 2017 | +0.64% | +15.46% |
| 2016 | +0.41% | +21.95% |
| 2015 | +0.02% | -0.69% |
| 2014 | +0.02% | +15.05% |
| 2013 | +0.01% | +27.23% |
| 2012 | +0.05% | +10.85% |
| 2011 | +0.07% | +6.44% |
| 2010 | +0.12% | +14.94% |
| 2009 | +0.32% | +16.62% |
| 2008 | +2.73% | -21.76% |
| 2007 | +4.99% | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
SHV vs SDY Drawdown Comparison
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current SDY drawdown is -4.50%.
| Rank | SHV | SDY |
|---|---|---|
| #1 | -0.45% Apr 7, 2020 - Oct 7, 2022 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -0.36% Oct 10, 2008 - Oct 15, 2008 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -0.29% Oct 15, 2008 - Nov 6, 2008 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -0.25% Sep 17, 2008 - Oct 2, 2008 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -0.23% Dec 29, 2008 - Apr 15, 2009 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -0.19% Aug 22, 2007 - Sep 5, 2007 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -0.17% Mar 20, 2008 - May 1, 2008 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -0.14% Oct 2, 2008 - Oct 10, 2008 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -0.13% Jun 1, 2009 - Jul 8, 2009 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -0.12% Oct 2, 2015 - Jan 19, 2016 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -0.11% Feb 24, 2017 - Apr 13, 2017 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -0.10% Apr 29, 2009 - May 28, 2009 | -7.67% Feb 27, 2026 - Mar 20, 2026 |
| #13 | -0.09% Dec 12, 2008 - Dec 29, 2008 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -0.08% Dec 11, 2007 - Dec 19, 2007 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -0.08% Nov 4, 2016 - Dec 19, 2016 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between SHV and SDY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2005 - 2026)
SHV vs SDY dividend yield comparison.
| Year | SHV | SDY |
|---|---|---|
| 2026 | 1.18% | 0.59% |
| 2025 | 4.09% | 2.61% |
| 2024 | 5.02% | 2.56% |
| 2023 | 4.73% | 2.64% |
| 2022 | 1.39% | 2.55% |
| 2021 | 0.00% | 2.63% |
| 2020 | 0.74% | 2.85% |
| 2019 | 2.19% | 2.45% |
| 2018 | 1.66% | 2.73% |
| 2017 | 0.72% | 4.69% |
| 2016 | 0.34% | 3.30% |
| 2015 | 0.03% | 6.20% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 3.95% |
| 2012 | 0.01% | 3.28% |
| 2011 | 0.07% | 3.23% |
| 2010 | 0.08% | 3.35% |
| 2009 | 0.34% | 3.75% |
| 2008 | 2.08% | 5.44% |
| 2007 | 4.04% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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