StockComparison Logo
vs

SHY vs CGGR

Comparison between ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF) and CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF).

SHY vs CGGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SHY
$25B
CGGR
$25B
Expense Ratio
Winner
SHY
0.15%
CGGR
0.39%
Max Drawdown
Winner
SHY
7.25%
CGGR
28.97%
Sharpe Ratio
SHY
-0.67
Winner
CGGR
0.48
5Y Beta
Winner
SHY
-0.00
CGGR
1.22
P/E Ratio
SHY
N/A
CGGR
37.61
Forward P/E
SHY
N/A
CGGR
20.06
5Y Dividends CAGR
SHY
51.19%
CGGR
N/A
5Y EPS CAGR
SHY
N/A
CGGR
31.36%
P/S Ratio
SHY
N/A
CGGR
3.19
P/B Ratio
SHY
N/A
CGGR
8.01

SHY vs CGGR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHY
+0.27%
CGGR
-1.55%
3M
SHY
+0.16%
Winner
CGGR
+4.23%
6M
SHY
+0.60%
Winner
CGGR
+3.67%
1Y
SHY
+2.82%
Winner
CGGR
+11.19%
5Y(CAGR)
SHY
+1.76%
Winner
CGGR
+15.63%
10Y(CAGR)
SHY
+1.64%
CGGR
N/A
Max(CAGR)
SHY
+1.95%
Winner
CGGR
+15.63%

SHY vs CGGR - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearSHYCGGR
2026+0.58%+3.20%
2025+4.98%+19.62%
2024+4.04%+33.73%
2023+4.07%+43.26%
2022-3.77%-18.50%
2021-0.73%N/A
2020+2.99%N/A
2019+3.37%N/A
2018+1.50%N/A
2017+0.34%N/A
2016+0.69%N/A
2015+0.32%N/A
2014+0.40%N/A
2013+0.24%N/A
2012+0.34%N/A
2011+1.46%N/A
2010+2.14%N/A
2009+0.89%N/A
2008+6.42%N/A
2007+7.24%N/A
2006+3.75%N/A
2005+1.52%N/A
2004+0.91%N/A
2003+2.19%N/A
2002+2.03%N/A

SHY vs CGGR Drawdown Comparison

The maximum drawdown for SHY was -5.71%, occurring on Oct 20, 2022. Recovery took 713 trading sessions.

The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.

The current SHY drawdown is -0.13%. The current CGGR drawdown is -3.75%.

RankSHYCGGR
#1-5.71%
Aug 2, 2021 - Jun 3, 2024
-28.90%
Mar 29, 2022 - Dec 1, 2023
#2-2.23%
Mar 17, 2008 - Sep 15, 2008
-23.37%
Feb 14, 2025 - Jun 26, 2025
#3-1.90%
Mar 24, 2004 - Oct 20, 2004
-15.13%
Oct 28, 2025 - May 6, 2026
#4-1.19%
Dec 30, 2008 - Jul 8, 2009
-9.89%
Jul 16, 2024 - Sep 19, 2024
#5-1.07%
Sep 7, 2017 - Nov 28, 2018
-7.42%
Feb 28, 2022 - Mar 17, 2022
#6-0.99%
Jul 5, 2016 - Aug 11, 2017
-6.68%
Jun 1, 2026 - Jun 10, 2026
#7-0.98%
Jun 13, 2003 - Sep 30, 2003
-6.62%
Mar 21, 2024 - Jun 10, 2024
#8-0.97%
Sep 24, 2024 - Jan 27, 2025
-5.11%
Dec 16, 2024 - Jan 22, 2025
#9-0.89%
Feb 27, 2026 - Jul 15, 2026
-3.45%
Sep 22, 2025 - Oct 23, 2025
#10-0.88%
Sep 17, 2008 - Oct 2, 2008
-3.27%
Dec 27, 2023 - Jan 19, 2024
#11-0.87%
Oct 25, 2004 - May 5, 2005
-3.24%
Nov 11, 2024 - Nov 29, 2024
#12-0.87%
Dec 1, 2009 - Feb 5, 2010
-3.07%
May 14, 2026 - May 26, 2026
#13-0.81%
Nov 1, 2010 - May 3, 2011
-2.47%
Jan 23, 2025 - Feb 13, 2025
#14-0.80%
Oct 9, 2002 - Oct 31, 2002
-2.44%
Oct 29, 2024 - Nov 6, 2024
#15-0.75%
Jul 10, 2009 - Aug 28, 2009
-2.38%
Aug 12, 2025 - Aug 27, 2025

Correlation

Correlation between SHY and CGGR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2002 - 2026)

SHY vs CGGR dividend yield comparison.

YearSHYCGGR
20261.76%0.06%
20253.81%0.10%
20243.92%0.33%
20232.99%0.40%
20221.30%0.33%
20210.26%0.00%
20200.94%0.00%
20192.12%0.00%
20181.72%0.00%
20170.98%0.00%
20160.71%0.00%
20150.54%0.00%
20140.36%0.00%
20130.26%0.00%
20120.37%0.00%
20110.81%0.00%
20101.03%0.00%
20092.41%0.00%
20083.41%0.00%
20074.27%0.00%
20064.13%0.00%
20053.05%0.00%
20041.94%0.00%
20031.59%0.00%
20020.78%0.00%

Select Stocks to Compare