SHV vs SOXX
Comparison between iShares 0-1 Year Treasury Bond ETF (SHV, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed SHV, delivering a return of +30.9% compared to +3.3%
SHV vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHV
$21B
SOXX
$21B
Expense Ratio
Winner
SHV
0.15%
SOXX
0.34%
Max Drawdown
Winner
SHV
1.20%
SOXX
70.50%
Sharpe Ratio
SHV
1.43
Winner
SOXX
3.11
5Y Beta
Winner
SHV
-0.00
SOXX
1.92
P/E Ratio
SHV
N/A
SOXX
58.65
Forward P/E
SHV
N/A
SOXX
25.61
PEG Ratio
SHV
N/A
SOXX
0.30
5Y Dividends CAGR
Winner
SHV
65.56%
SOXX
13.49%
5Y EPS CAGR
SHV
N/A
SOXX
29.36%
P/S Ratio
SHV
N/A
SOXX
3.84
P/B Ratio
SHV
N/A
SOXX
10.25
SHV vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
SHV
+0.32%
Winner
SOXX
+40.47%
3M
SHV
+0.85%
Winner
SOXX
+47.58%
6M
SHV
+1.79%
Winner
SOXX
+77.11%
1Y
SHV
+3.97%
Winner
SOXX
+173.07%
5Y(CAGR)
SHV
+3.27%
Winner
SOXX
+30.93%
10Y(CAGR)
SHV
+2.20%
Winner
SOXX
+34.95%
Max(CAGR)
SHV
+1.57%
Winner
SOXX
+14.09%
SHV vs SOXX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SHV | SOXX |
|---|---|---|
| 2026 | +1.19% | +65.97% |
| 2025 | +4.19% | +39.87% |
| 2024 | +5.13% | +17.14% |
| 2023 | +5.02% | +68.77% |
| 2022 | +0.95% | -36.35% |
| 2021 | -0.09% | +44.70% |
| 2020 | +0.79% | +49.64% |
| 2019 | +2.35% | +61.39% |
| 2018 | +1.73% | -8.95% |
| 2017 | +0.64% | +39.79% |
| 2016 | +0.41% | +39.97% |
| 2015 | +0.02% | -1.92% |
| 2014 | +0.02% | +31.66% |
| 2013 | +0.01% | +35.65% |
| 2012 | +0.05% | +5.30% |
| 2011 | +0.07% | -11.08% |
| 2010 | +0.12% | +12.93% |
| 2009 | +0.32% | +67.17% |
| 2008 | +2.73% | -50.36% |
| 2007 | +4.99% | -1.86% |
| 2006 | N/A | -2.41% |
| 2005 | N/A | +15.31% |
| 2004 | N/A | -14.60% |
| 2003 | N/A | +69.70% |
| 2002 | N/A | -49.88% |
| 2001 | N/A | -8.47% |
SHV vs SOXX Drawdown Comparison
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
| Rank | SHV | SOXX |
|---|---|---|
| #1 | -0.45% Apr 7, 2020 - Oct 7, 2022 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -0.36% Oct 10, 2008 - Oct 15, 2008 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -0.29% Oct 15, 2008 - Nov 6, 2008 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -0.25% Sep 17, 2008 - Oct 2, 2008 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -0.23% Dec 29, 2008 - Apr 15, 2009 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -0.19% Aug 22, 2007 - Sep 5, 2007 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -0.17% Mar 20, 2008 - May 1, 2008 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -0.14% Oct 2, 2008 - Oct 10, 2008 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #9 | -0.13% Jun 1, 2009 - Jul 8, 2009 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #10 | -0.12% Oct 2, 2015 - Jan 19, 2016 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #11 | -0.11% Feb 24, 2017 - Apr 13, 2017 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #12 | -0.10% Apr 29, 2009 - May 28, 2009 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -0.09% Dec 12, 2008 - Dec 29, 2008 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #14 | -0.08% Dec 11, 2007 - Dec 19, 2007 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
| #15 | -0.08% Nov 4, 2016 - Dec 19, 2016 | -12.14% Jul 24, 2019 - Oct 15, 2019 |
Correlation
Correlation between SHV and SOXX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2003 - 2026)
SHV vs SOXX dividend yield comparison.
| Year | SHV | SOXX |
|---|---|---|
| 2026 | 1.18% | 0.04% |
| 2025 | 4.09% | 0.57% |
| 2024 | 5.02% | 0.67% |
| 2023 | 4.73% | 0.78% |
| 2022 | 1.39% | 1.25% |
| 2021 | 0.00% | 0.64% |
| 2020 | 0.74% | 0.81% |
| 2019 | 2.19% | 1.23% |
| 2018 | 1.66% | 1.37% |
| 2017 | 0.72% | 0.90% |
| 2016 | 0.34% | 1.08% |
| 2015 | 0.03% | 1.29% |
| 2014 | 0.00% | 1.56% |
| 2013 | 0.00% | 1.18% |
| 2012 | 0.01% | 1.24% |
| 2011 | 0.07% | 0.84% |
| 2010 | 0.08% | 0.96% |
| 2009 | 0.34% | 0.71% |
| 2008 | 2.08% | 1.37% |
| 2007 | 4.04% | 0.53% |
| 2006 | 0.00% | 0.16% |
| 2005 | 0.00% | 0.05% |
| 2003 | 0.00% | 0.01% |
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