SHV vs VYMI

Comparison between iShares 0-1 Year Treasury Bond ETF (SHV, ETF) and VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYMI, ETF).

5-Year PerformanceVYMI has outperformed SHV, delivering a return of +13.0% compared to +3.3%

SHV vs VYMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHV(ETF)	VYMI(ETF)
Net Assets	$21B	$20B
Expense Ratio	0.15%	0.07%
Max Drawdown	1.20%	45.17%
Sharpe Ratio	1.25	2.13
5Y Beta	-0.00	0.61
5Y Dividends CAGR	65.56%	15.49%

Net Assets

Winner

SHV

$21B

VYMI

$20B

Expense Ratio

SHV

0.15%

Winner

VYMI

0.07%

Max Drawdown

Winner

SHV

1.20%

VYMI

45.17%

Sharpe Ratio

SHV

1.25

Winner

VYMI

2.13

5Y Beta

Winner

SHV

-0.00

VYMI

0.61

5Y Dividends CAGR

Winner

SHV

65.56%

VYMI

15.49%

SHV vs VYMI - Historical Returns

Returns include dividend reinvestment.

Period	SHV	VYMI
1 month	+0.29%	+0.39%
3 months	+0.84%	+0.64%
6 months	+1.78%	+14.69%
1 year	+3.94%	+34.42%
5 years(CAGR)	+3.27%	+13.05%
10 years(CAGR)	+2.20%	+10.71%
Max(CAGR)	+1.57%	+10.99%

SHV

+0.29%

Winner

VYMI

+0.39%

Winner

SHV

+0.84%

VYMI

+0.64%

SHV

+1.78%

Winner

VYMI

+14.69%

SHV

+3.94%

Winner

VYMI

+34.42%

5Y(CAGR)

SHV

+3.27%

Winner

VYMI

+13.05%

10Y(CAGR)

SHV

+2.20%

Winner

VYMI

+10.71%

Max(CAGR)

SHV

+1.57%

Winner

VYMI

+10.99%

SHV vs VYMI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHV	VYMI
2026	+1.20%	+10.20%
2025	+4.19%	+38.72%
2024	+5.13%	+7.75%
2023	+5.02%	+16.50%
2022	+0.95%	-7.70%
2021	-0.09%	+14.83%
2020	+0.79%	-2.46%
2019	+2.35%	+18.59%
2018	+1.73%	-13.52%
2017	+0.64%	+21.13%
2016	+0.41%	+11.88%
2015	+0.02%	N/A
2014	+0.02%	N/A
2013	+0.01%	N/A
2012	+0.05%	N/A
2011	+0.07%	N/A
2010	+0.12%	N/A
2009	+0.32%	N/A
2008	+2.73%	N/A
2007	+4.99%	N/A

SHV vs VYMI Drawdown Comparison

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

The maximum drawdown for VYMI was -40.01%, occurring on Mar 23, 2020. Recovery took 743 trading sessions.

The current VYMI drawdown is -1.39%.

Rank	SHV	VYMI
#1	-0.45% Apr 7, 2020 - Oct 7, 2022	-40.01% Jan 26, 2018 - Jan 8, 2021
#2	-0.36% Oct 10, 2008 - Oct 15, 2008	-24.08% Feb 9, 2022 - Dec 13, 2023
#3	-0.29% Oct 15, 2008 - Nov 6, 2008	-12.83% Mar 19, 2025 - Apr 28, 2025
#4	-0.25% Sep 17, 2008 - Oct 2, 2008	-10.68% Apr 20, 2016 - Aug 10, 2016
#5	-0.23% Dec 29, 2008 - Apr 15, 2009	-10.12% Feb 25, 2026 - Mar 20, 2026
#6	-0.19% Aug 22, 2007 - Sep 5, 2007	-8.30% Sep 26, 2024 - Feb 26, 2025
#7	-0.17% Mar 20, 2008 - May 1, 2008	-7.17% Jun 7, 2021 - Jan 7, 2022
#8	-0.14% Oct 2, 2008 - Oct 10, 2008	-6.82% Jul 12, 2024 - Aug 19, 2024
#9	-0.13% Jun 1, 2009 - Jul 8, 2009	-5.38% Jan 14, 2021 - Feb 16, 2021
#10	-0.12% Oct 2, 2015 - Jan 19, 2016	-4.96% Sep 6, 2016 - Dec 7, 2016
#11	-0.11% Feb 24, 2017 - Apr 13, 2017	-4.91% Mar 17, 2016 - Apr 13, 2016
#12	-0.10% Apr 29, 2009 - May 28, 2009	-4.45% Apr 9, 2024 - May 6, 2024
#13	-0.09% Dec 12, 2008 - Dec 29, 2008	-4.35% May 17, 2024 - Jul 12, 2024
#14	-0.08% Dec 11, 2007 - Dec 19, 2007	-4.12% Nov 12, 2025 - Dec 4, 2025
#15	-0.08% Nov 4, 2016 - Dec 19, 2016	-3.68% Jan 14, 2022 - Feb 9, 2022

Correlation

Correlation between SHV and VYMI 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 VYMI dividend yield comparison.

Year	SHV	VYMI
2026	1.18%	0.71%
2025	4.09%	3.68%
2024	5.02%	4.84%
2023	4.73%	4.58%
2022	1.39%	4.70%
2021	0.00%	4.30%
2020	0.74%	3.22%
2019	2.19%	4.20%
2018	1.66%	4.29%
2017	0.72%	3.21%
2016	0.34%	2.39%
2015	0.03%	0.00%
2014	0.00%	0.00%
2013	0.00%	0.00%
2012	0.01%	0.00%
2011	0.07%	0.00%
2010	0.08%	0.00%
2009	0.34%	0.00%
2008	2.08%	0.00%
2007	4.04%	0.00%