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SHV vs VONV

Comparison between iShares 0-1 Year Treasury Bond ETF (SHV, ETF) and VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF).

5-Year PerformanceVONV has outperformed SHV, delivering a return of +10.7% compared to +3.3%

SHV vs VONV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SHV
$21B
VONV
$20B
Expense Ratio
SHV
0.15%
Winner
VONV
0.06%
Max Drawdown
Winner
SHV
1.20%
VONV
38.21%
Sharpe Ratio
SHV
1.25
Winner
VONV
2.00
5Y Beta
Winner
SHV
-0.00
VONV
0.72
P/E Ratio
SHV
N/A
VONV
22.58
Forward P/E
SHV
N/A
VONV
17.17
5Y Dividends CAGR
Winner
SHV
65.56%
VONV
9.21%
5Y EPS CAGR
SHV
N/A
VONV
13.38%
Debt to Equity
SHV
N/A
VONV
14.41%
P/S Ratio
SHV
N/A
VONV
2.26
P/B Ratio
SHV
N/A
VONV
3.10

SHV vs VONV - Historical Returns

Returns include dividend reinvestment.

1M
SHV
+0.29%
Winner
VONV
+4.74%
3M
SHV
+0.84%
Winner
VONV
+5.85%
6M
SHV
+1.78%
Winner
VONV
+13.63%
1Y
SHV
+3.94%
Winner
VONV
+26.26%
5Y(CAGR)
SHV
+3.27%
Winner
VONV
+10.65%
10Y(CAGR)
SHV
+2.20%
Winner
VONV
+11.32%
Max(CAGR)
SHV
+1.57%
Winner
VONV
+11.72%

SHV vs VONV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSHVVONV
2026+1.20%+10.85%
2025+4.19%+15.97%
2024+5.13%+13.92%
2023+5.02%+11.46%
2022+0.95%-7.91%
2021-0.09%+26.80%
2020+0.79%+2.23%
2019+2.35%+26.23%
2018+1.73%-8.90%
2017+0.64%+12.75%
2016+0.41%+18.67%
2015+0.02%-4.06%
2014+0.02%+14.11%
2013+0.01%+29.86%
2012+0.05%+15.25%
2011+0.07%-0.69%
2010+0.12%+10.91%
2009+0.32%N/A
2008+2.73%N/A
2007+4.99%N/A

SHV vs VONV Drawdown Comparison

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

The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current VONV drawdown is -0.18%.

RankSHVVONV
#1-0.45%
Apr 7, 2020 - Oct 7, 2022
-38.21%
Feb 12, 2020 - Dec 4, 2020
#2-0.36%
Oct 10, 2008 - Oct 15, 2008
-20.97%
Apr 29, 2011 - Mar 13, 2012
#3-0.29%
Oct 15, 2008 - Nov 6, 2008
-18.88%
Jan 12, 2022 - Dec 14, 2023
#4-0.25%
Sep 17, 2008 - Oct 2, 2008
-18.27%
Jan 26, 2018 - Apr 30, 2019
#5-0.23%
Dec 29, 2008 - Apr 15, 2009
-16.12%
May 21, 2015 - Jun 8, 2016
#6-0.19%
Aug 22, 2007 - Sep 5, 2007
-15.70%
Nov 29, 2024 - Jul 3, 2025
#7-0.17%
Mar 20, 2008 - May 1, 2008
-10.39%
Apr 2, 2012 - Aug 9, 2012
#8-0.14%
Oct 2, 2008 - Oct 10, 2008
-7.69%
Sep 19, 2014 - Nov 5, 2014
#9-0.13%
Jun 1, 2009 - Jul 8, 2009
-7.23%
Oct 18, 2012 - Dec 18, 2012
#10-0.12%
Oct 2, 2015 - Jan 19, 2016
-6.82%
Feb 27, 2026 - Apr 14, 2026
#11-0.11%
Feb 24, 2017 - Apr 13, 2017
-6.80%
Jul 26, 2019 - Sep 12, 2019
#12-0.10%
Apr 29, 2009 - May 28, 2009
-6.41%
Apr 30, 2019 - Jun 20, 2019
#13-0.09%
Dec 12, 2008 - Dec 29, 2008
-5.99%
Jan 15, 2014 - Feb 28, 2014
#14-0.08%
Dec 11, 2007 - Dec 19, 2007
-5.96%
Nov 8, 2021 - Dec 27, 2021
#15-0.08%
Nov 4, 2016 - Dec 19, 2016
-5.59%
Jun 8, 2016 - Jul 8, 2016

Correlation

Correlation between SHV and VONV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2007 - 2026)

SHV vs VONV dividend yield comparison.

YearSHVVONV
20261.18%0.40%
20254.09%1.82%
20245.02%1.97%
20234.73%2.10%
20221.39%2.22%
20210.00%1.67%
20200.74%2.25%
20192.19%2.30%
20181.66%2.56%
20170.72%2.18%
20160.34%2.39%
20150.03%2.38%
20140.00%2.10%
20130.00%1.92%
20120.01%2.26%
20110.07%2.07%
20100.08%0.15%
20090.34%0.00%
20082.08%0.00%
20074.04%0.00%

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