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SHV vs VGSH

Comparison between ISHARES SHORT TREASURY BOND ETF (SHV, ETF) and VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES (VGSH, ETF).

5-Year PerformanceSHV has outperformed VGSH, delivering a return of +3.3% compared to +1.8%

SHV vs VGSH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHV
$21B
Winner
VGSH
$34B
Expense Ratio
SHV
0.15%
Winner
VGSH
0.03%
Max Drawdown
Winner
SHV
1.20%
VGSH
8.05%
Sharpe Ratio
Winner
SHV
1.14
VGSH
-0.41
5Y Beta
SHV
-0.00
Winner
VGSH
-0.01
5Y Dividends CAGR
Winner
SHV
74.76%
VGSH
24.26%

SHV vs VGSH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHV
+0.31%
VGSH
-0.08%
3M
Winner
SHV
+0.89%
VGSH
-0.09%
6M
Winner
SHV
+1.74%
VGSH
+0.74%
1Y
Winner
SHV
+3.90%
VGSH
+3.24%
5Y(CAGR)
Winner
SHV
+3.32%
VGSH
+1.78%
10Y(CAGR)
Winner
SHV
+2.23%
VGSH
+1.73%
Max(CAGR)
Winner
SHV
+1.57%
VGSH
+1.39%

SHV vs VGSH - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSHVVGSH
2026+1.44%+0.33%
2025+4.19%+5.09%
2024+5.13%+4.14%
2023+5.02%+4.23%
2022+0.95%-3.73%
2021-0.09%-0.64%
2020+0.79%+3.04%
2019+2.35%+3.56%
2018+1.73%+1.60%
2017+0.64%+0.45%
2016+0.41%+1.15%
2015+0.02%+0.44%
2014+0.02%+0.51%
2013+0.01%+0.34%
2012+0.05%+0.52%
2011+0.07%+1.48%
2010+0.12%+2.13%
2009+0.32%-0.52%
2008+2.73%N/A
2007+4.99%N/A

SHV vs VGSH Drawdown Comparison

The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.

The maximum drawdown for VGSH was -5.70%, occurring on Oct 20, 2022. Recovery took 773 trading sessions.

The current VGSH drawdown is -0.41%.

RankSHVVGSH
#1-0.45%
Apr 7, 2020 - Oct 7, 2022
-5.70%
Apr 20, 2021 - May 15, 2024
#2-0.36%
Oct 10, 2008 - Oct 15, 2008
-1.09%
Sep 7, 2017 - Nov 19, 2018
#3-0.29%
Oct 15, 2008 - Nov 6, 2008
-0.97%
Sep 24, 2024 - Jan 24, 2025
#4-0.25%
Sep 17, 2008 - Oct 2, 2008
-0.94%
Jul 5, 2016 - Jul 28, 2017
#5-0.23%
Dec 29, 2008 - Apr 15, 2009
-0.88%
Feb 27, 2026 - Mar 26, 2026
#6-0.19%
Aug 22, 2007 - Sep 5, 2007
-0.83%
Nov 3, 2010 - May 5, 2011
#7-0.17%
Mar 20, 2008 - May 1, 2008
-0.74%
Dec 1, 2009 - Jan 22, 2010
#8-0.14%
Oct 2, 2008 - Oct 10, 2008
-0.73%
Apr 30, 2025 - Jun 23, 2025
#9-0.13%
Jun 1, 2009 - Jul 8, 2009
-0.72%
Oct 14, 2015 - Feb 2, 2016
#10-0.12%
Oct 2, 2015 - Jan 19, 2016
-0.65%
Sep 4, 2019 - Oct 2, 2019
#11-0.11%
Feb 24, 2017 - Apr 13, 2017
-0.60%
Mar 2, 2010 - May 4, 2010
#12-0.10%
Apr 29, 2009 - May 28, 2009
-0.53%
Oct 15, 2014 - Jan 14, 2015
#13-0.09%
Dec 12, 2008 - Dec 29, 2008
-0.48%
Mar 9, 2020 - Mar 20, 2020
#14-0.08%
Dec 11, 2007 - Dec 19, 2007
-0.47%
Feb 11, 2016 - Apr 7, 2016
#15-0.08%
Nov 4, 2016 - Dec 19, 2016
-0.47%
Jan 15, 2015 - Apr 1, 2015

Correlation

Correlation between SHV and VGSH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2007 - 2026)

SHV vs VGSH dividend yield comparison.

YearSHVVGSH
20261.48%1.56%
20254.09%4.00%
20245.02%4.18%
20234.73%3.31%
20221.39%1.15%
20210.00%0.66%
20200.74%1.74%
20192.19%2.28%
20181.66%1.79%
20170.72%1.10%
20160.34%0.84%
20150.03%0.69%
20140.00%0.46%
20130.00%0.34%
20120.01%0.52%
20110.07%0.76%
20100.08%0.78%
20090.34%0.08%
20082.08%0.00%
20074.04%0.00%

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