SHV vs SPHQ
Comparison between ISHARES 0-1 YEAR TREASURY BOND ETF (SHV, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).
5-Year PerformanceSPHQ has outperformed SHV, delivering a return of +13.2% compared to +3.4%
SHV vs SPHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHV
$21B
SPHQ
$20B
Expense Ratio
SHV
0.15%
SPHQ
0.15%
Max Drawdown
Winner
SHV
1.20%
SPHQ
57.83%
Sharpe Ratio
SHV
-0.21
Winner
SPHQ
1.17
5Y Beta
Winner
SHV
-0.00
SPHQ
0.86
P/E Ratio
SHV
N/A
SPHQ
28.70
Forward P/E
SHV
N/A
SPHQ
23.81
PEG Ratio
SHV
N/A
SPHQ
0.29
5Y Dividends CAGR
Winner
SHV
84.51%
SPHQ
7.55%
5Y EPS CAGR
SHV
N/A
SPHQ
19.22%
Debt to Equity
SHV
N/A
SPHQ
108.86%
P/S Ratio
SHV
N/A
SPHQ
4.61
P/B Ratio
SHV
N/A
SPHQ
10.28
SHV vs SPHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHV
+0.29%
SPHQ
-4.29%
3M
SHV
+0.85%
Winner
SPHQ
+7.84%
6M
SHV
+1.70%
Winner
SPHQ
+11.65%
1Y
SHV
+3.79%
Winner
SPHQ
+21.42%
5Y(CAGR)
SHV
+3.41%
Winner
SPHQ
+13.17%
10Y(CAGR)
SHV
+2.26%
Winner
SPHQ
+14.60%
Max(CAGR)
SHV
+1.59%
Winner
SPHQ
+10.04%
SHV vs SPHQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SHV | SPHQ |
|---|---|---|
| 2026 | +1.86% | +14.35% |
| 2025 | +4.19% | +13.53% |
| 2024 | +5.13% | +26.32% |
| 2023 | +5.02% | +25.85% |
| 2022 | +0.95% | -16.09% |
| 2021 | -0.09% | +29.54% |
| 2020 | +0.79% | +16.35% |
| 2019 | +2.35% | +33.63% |
| 2018 | +1.73% | -7.53% |
| 2017 | +0.64% | +18.59% |
| 2016 | +0.41% | +15.55% |
| 2015 | +0.02% | +1.80% |
| 2014 | +0.02% | +17.17% |
| 2013 | +0.01% | +29.38% |
| 2012 | +0.05% | +13.50% |
| 2011 | +0.07% | +5.34% |
| 2010 | +0.12% | +19.12% |
| 2009 | +0.32% | +10.06% |
| 2008 | +2.73% | -45.68% |
| 2007 | +4.99% | +16.62% |
| 2006 | N/A | +1.98% |
| 2005 | N/A | -2.05% |
SHV vs SPHQ Drawdown Comparison
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The current SHV drawdown is -0.01%. The current SPHQ drawdown is -4.87%.
| Rank | SHV | SPHQ |
|---|---|---|
| #1 | -0.45% Apr 7, 2020 - Oct 7, 2022 | -57.83% Oct 29, 2007 - May 14, 2013 |
| #2 | -0.36% Oct 10, 2008 - Oct 15, 2008 | -31.58% Feb 12, 2020 - Aug 4, 2020 |
| #3 | -0.29% Oct 15, 2008 - Nov 6, 2008 | -25.05% Jan 4, 2022 - Jul 31, 2023 |
| #4 | -0.25% Sep 17, 2008 - Oct 2, 2008 | -22.35% May 8, 2006 - May 4, 2007 |
| #5 | -0.23% Dec 29, 2008 - Apr 15, 2009 | -20.74% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -0.19% Aug 22, 2007 - Sep 5, 2007 | -16.57% Feb 19, 2025 - Jun 4, 2025 |
| #7 | -0.17% Mar 20, 2008 - May 1, 2008 | -11.71% Jul 19, 2007 - Sep 25, 2007 |
| #8 | -0.14% Oct 2, 2008 - Oct 10, 2008 | -9.77% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -0.13% Jun 1, 2009 - Jul 8, 2009 | -8.90% Feb 27, 2026 - Apr 24, 2026 |
| #10 | -0.12% Oct 2, 2015 - Jan 19, 2016 | -8.76% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -0.11% Feb 24, 2017 - Apr 13, 2017 | -8.51% Dec 1, 2015 - Mar 1, 2016 |
| #12 | -0.10% Apr 29, 2009 - May 28, 2009 | -8.47% Sep 1, 2023 - Dec 11, 2023 |
| #13 | -0.09% Dec 12, 2008 - Dec 29, 2008 | -8.30% May 21, 2015 - Nov 2, 2015 |
| #14 | -0.08% Dec 11, 2007 - Dec 19, 2007 | -6.82% Apr 30, 2019 - Jun 19, 2019 |
| #15 | -0.08% Nov 4, 2016 - Dec 19, 2016 | -6.68% Jul 24, 2019 - Oct 25, 2019 |
Correlation
Correlation between SHV and SPHQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
SHV vs SPHQ dividend yield comparison.
| Year | SHV | SPHQ |
|---|---|---|
| 2026 | 1.77% | 0.57% |
| 2025 | 4.09% | 1.09% |
| 2024 | 5.02% | 1.15% |
| 2023 | 4.73% | 1.42% |
| 2022 | 1.39% | 1.85% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.74% | 1.55% |
| 2019 | 2.19% | 1.51% |
| 2018 | 1.66% | 1.85% |
| 2017 | 0.72% | 1.57% |
| 2016 | 0.34% | 1.67% |
| 2015 | 0.03% | 2.29% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.01% | 1.97% |
| 2011 | 0.07% | 1.76% |
| 2010 | 0.08% | 0.59% |
| 2009 | 0.34% | 0.30% |
| 2008 | 2.08% | 0.11% |
| 2007 | 4.04% | 0.00% |
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