SHV vs VOOG

Comparison between iShares 0-1 Year Treasury Bond ETF (SHV, ETF) and VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF).

5-Year PerformanceVOOG has outperformed SHV, delivering a return of +15.2% compared to +3.3%

SHV vs VOOG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHV(ETF)	VOOG(ETF)
Net Assets	$21B	$21B
Expense Ratio	0.15%	0.07%
Max Drawdown	1.20%	33.14%
Sharpe Ratio	1.43	2.00
5Y Beta	-0.00	1.21
P/E Ratio	N/A	32.01
Forward P/E	N/A	25.94
PEG Ratio	N/A	0.61
5Y Dividends CAGR	65.56%	11.71%
5Y EPS CAGR	N/A	34.08%
Debt to Equity	N/A	30.90%
P/S Ratio	N/A	6.42
P/B Ratio	N/A	8.94

Net Assets

Winner

SHV

$21B

VOOG

$21B

Expense Ratio

SHV

0.15%

Winner

VOOG

0.07%

Max Drawdown

Winner

SHV

1.20%

VOOG

33.14%

Sharpe Ratio

SHV

1.43

Winner

VOOG

2.00

5Y Beta

Winner

SHV

-0.00

VOOG

1.21

P/E Ratio

SHV

N/A

VOOG

32.01

Forward P/E

SHV

N/A

VOOG

25.94

PEG Ratio

SHV

N/A

VOOG

0.61

5Y Dividends CAGR

Winner

SHV

65.56%

VOOG

11.71%

5Y EPS CAGR

SHV

N/A

VOOG

34.08%

Debt to Equity

SHV

N/A

VOOG

30.90%

P/S Ratio

SHV

N/A

VOOG

6.42

P/B Ratio

SHV

N/A

VOOG

8.94

SHV vs VOOG - Historical Returns

Returns include dividend reinvestment.

Period	SHV	VOOG
1 month	+0.32%	+14.01%
3 months	+0.85%	+10.98%
6 months	+1.79%	+12.04%
1 year	+3.97%	+40.42%
5 years(CAGR)	+3.27%	+15.25%
10 years(CAGR)	+2.20%	+18.03%
Max(CAGR)	+1.57%	+16.96%

SHV

+0.32%

Winner

VOOG

+14.01%

SHV

+0.85%

Winner

VOOG

+10.98%

SHV

+1.79%

Winner

VOOG

+12.04%

SHV

+3.97%

Winner

VOOG

+40.42%

5Y(CAGR)

SHV

+3.27%

Winner

VOOG

+15.25%

10Y(CAGR)

SHV

+2.20%

Winner

VOOG

+18.03%

Max(CAGR)

SHV

+1.57%

Winner

VOOG

+16.96%

SHV vs VOOG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHV	VOOG
2026	+1.19%	+10.26%
2025	+4.19%	+22.07%
2024	+5.13%	+38.05%
2023	+5.02%	+31.59%
2022	+0.95%	-30.01%
2021	-0.09%	+33.81%
2020	+0.79%	+31.48%
2019	+2.35%	+31.11%
2018	+1.73%	-1.19%
2017	+0.64%	+26.26%
2016	+0.41%	+8.82%
2015	+0.02%	+5.46%
2014	+0.02%	+15.66%
2013	+0.01%	+29.59%
2012	+0.05%	+12.99%
2011	+0.07%	+3.57%
2010	+0.12%	+15.80%
2009	+0.32%	N/A
2008	+2.73%	N/A
2007	+4.99%	N/A

SHV vs VOOG Drawdown Comparison

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

The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

Rank	SHV	VOOG
#1	-0.45% Apr 7, 2020 - Oct 7, 2022	-32.74% Dec 27, 2021 - Mar 1, 2024
#2	-0.36% Oct 10, 2008 - Oct 15, 2008	-31.42% Feb 19, 2020 - Jun 10, 2020
#3	-0.29% Oct 15, 2008 - Nov 6, 2008	-22.18% Feb 19, 2025 - Jun 24, 2025
#4	-0.25% Sep 17, 2008 - Oct 2, 2008	-20.78% Oct 1, 2018 - Apr 23, 2019
#5	-0.23% Dec 29, 2008 - Apr 15, 2009	-16.17% Jul 7, 2011 - Feb 3, 2012
#6	-0.19% Aug 22, 2007 - Sep 5, 2007	-13.71% Oct 29, 2025 - Apr 15, 2026
#7	-0.17% Mar 20, 2008 - May 1, 2008	-13.25% Nov 3, 2015 - Jul 8, 2016
#8	-0.14% Oct 2, 2008 - Oct 10, 2008	-12.86% Jul 10, 2024 - Oct 14, 2024
#9	-0.13% Jun 1, 2009 - Jul 8, 2009	-11.79% Jul 20, 2015 - Oct 29, 2015
#10	-0.12% Oct 2, 2015 - Jan 19, 2016	-11.09% Sep 2, 2020 - Dec 4, 2020
#11	-0.11% Feb 24, 2017 - Apr 13, 2017	-9.99% Jan 26, 2018 - Jun 5, 2018
#12	-0.10% Apr 29, 2009 - May 28, 2009	-8.64% Feb 12, 2021 - Apr 5, 2021
#13	-0.09% Dec 12, 2008 - Dec 29, 2008	-8.51% Apr 2, 2012 - Aug 6, 2012
#14	-0.08% Dec 11, 2007 - Dec 19, 2007	-7.90% Sep 21, 2012 - Jan 22, 2013
#15	-0.08% Nov 4, 2016 - Dec 19, 2016	-7.40% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SHV and VOOG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

SHV vs VOOG dividend yield comparison.

Year	SHV	VOOG
2026	1.18%	0.12%
2025	4.09%	0.49%
2024	5.02%	0.49%
2023	4.73%	1.12%
2022	1.39%	0.93%
2021	0.00%	0.53%
2020	0.74%	0.88%
2019	2.19%	1.26%
2018	1.66%	1.34%
2017	0.72%	1.32%
2016	0.34%	1.47%
2015	0.03%	1.56%
2014	0.00%	1.28%
2013	0.00%	1.46%
2012	0.01%	1.75%
2011	0.07%	1.60%
2010	0.08%	0.36%
2009	0.34%	0.00%
2008	2.08%	0.00%
2007	4.04%	0.00%