SHY vs TQQQ

Comparison between ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF) and PROSHARES ULTRAPRO QQQ (TQQQ, ETF).

5-Year PerformanceTQQQ has outperformed SHY, delivering a return of +25.2% compared to +1.7%

SHY vs TQQQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHY(ETF)	TQQQ(ETF)
Net Assets	$25B	$25B
Expense Ratio	0.15%	N/A
Max Drawdown	7.25%	81.75%
Sharpe Ratio	-0.22	2.18
5Y Beta	-0.00	3.64
P/E Ratio	N/A	36.32
Forward P/E	N/A	24.34
PEG Ratio	N/A	0.44
5Y Dividends CAGR	44.93%	543.57%
Debt to Equity	N/A	36.14%

Net Assets

Winner

SHY

$25B

TQQQ

$25B

Expense Ratio

SHY

0.15%

TQQQ

N/A

Max Drawdown

Winner

SHY

7.25%

TQQQ

81.75%

Sharpe Ratio

SHY

-0.22

Winner

TQQQ

2.18

5Y Beta

Winner

SHY

-0.00

TQQQ

3.64

P/E Ratio

SHY

N/A

TQQQ

36.32

Forward P/E

SHY

N/A

TQQQ

24.34

PEG Ratio

SHY

N/A

TQQQ

0.44

5Y Dividends CAGR

SHY

44.93%

Winner

TQQQ

543.57%

Debt to Equity

SHY

N/A

TQQQ

36.14%

SHY vs TQQQ - Historical Returns

Returns include dividend reinvestment.

Period	SHY	TQQQ
1 month	+0.15%	+58.92%
3 months	+0.16%	+47.67%
6 months	+1.14%	+44.68%
1 year	+3.57%	+159.88%
5 years(CAGR)	+1.73%	+25.22%
10 years(CAGR)	+1.65%	+45.15%
Max(CAGR)	+1.96%	+43.95%

SHY

+0.15%

Winner

TQQQ

+58.92%

SHY

+0.16%

Winner

TQQQ

+47.67%

SHY

+1.14%

Winner

TQQQ

+44.68%

SHY

+3.57%

Winner

TQQQ

+159.88%

5Y(CAGR)

SHY

+1.73%

Winner

TQQQ

+25.22%

10Y(CAGR)

SHY

+1.65%

Winner

TQQQ

+45.15%

Max(CAGR)

SHY

+1.96%

Winner

TQQQ

+43.95%

SHY vs TQQQ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SHY	TQQQ
2026	+0.49%	+45.95%
2025	+4.98%	+35.23%
2024	+4.04%	+66.68%
2023	+4.07%	+205.14%
2022	-3.77%	-79.67%
2021	-0.73%	+91.35%
2020	+2.99%	+100.13%
2019	+3.37%	+130.53%
2018	+1.50%	-23.72%
2017	+0.34%	+112.91%
2016	+0.69%	+18.63%
2015	+0.32%	+18.20%
2014	+0.40%	+60.84%
2013	+0.24%	+119.27%
2012	+0.34%	+44.08%
2011	+1.46%	-12.02%
2010	+2.14%	+78.04%
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 TQQQ Drawdown Comparison

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

The maximum drawdown for TQQQ was -81.65%, occurring on Dec 28, 2022. Recovery took 763 trading sessions.

The current SHY drawdown is -0.20%.

Rank	SHY	TQQQ
#1	-5.71% Aug 2, 2021 - Jun 3, 2024	-81.65% Nov 19, 2021 - Dec 4, 2024
#2	-2.23% Mar 17, 2008 - Sep 15, 2008	-69.92% Feb 19, 2020 - Jul 10, 2020
#3	-1.90% Mar 24, 2004 - Oct 20, 2004	-58.08% Aug 29, 2018 - Nov 4, 2019
#4	-1.19% Dec 30, 2008 - Jul 8, 2009	-58.04% Dec 16, 2024 - Aug 12, 2025
#5	-1.07% Sep 7, 2017 - Nov 28, 2018	-44.54% Jul 20, 2015 - Sep 22, 2016
#6	-0.99% Jul 5, 2016 - Aug 11, 2017	-43.90% Jul 22, 2011 - Feb 8, 2012
#7	-0.98% Jun 13, 2003 - Sep 30, 2003	-43.11% Apr 23, 2010 - Oct 25, 2010
#8	-0.97% Sep 24, 2024 - Jan 27, 2025	-36.97% Oct 29, 2025 - Apr 22, 2026
#9	-0.89% Feb 27, 2026 - Mar 26, 2026	-35.37% Sep 2, 2020 - Dec 17, 2020
#10	-0.88% Sep 17, 2008 - Oct 2, 2008	-31.94% Apr 3, 2012 - Sep 6, 2012
#11	-0.87% Oct 25, 2004 - May 5, 2005	-31.89% Sep 19, 2012 - Apr 30, 2013
#12	-0.87% Dec 1, 2009 - Feb 5, 2010	-30.43% Feb 12, 2021 - Apr 13, 2021
#13	-0.81% Nov 1, 2010 - May 3, 2011	-29.68% Mar 12, 2018 - Jun 14, 2018
#14	-0.80% Oct 9, 2002 - Oct 31, 2002	-28.56% Jan 26, 2018 - Mar 9, 2018
#15	-0.75% Jul 10, 2009 - Aug 28, 2009	-25.35% Apr 27, 2011 - Jul 22, 2011

Correlation

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

0.93

-101

Dividend Comparison (2002 - 2026)

SHY vs TQQQ dividend yield comparison.

Year	SHY	TQQQ
2026	1.17%	0.09%
2025	3.81%	0.65%
2024	3.92%	1.27%
2023	2.99%	1.26%
2022	1.30%	0.57%
2021	0.26%	0.00%
2020	0.94%	0.00%
2019	2.12%	0.06%
2018	1.72%	0.11%
2017	0.98%	0.00%
2016	0.71%	0.00%
2015	0.54%	0.01%
2014	0.36%	0.02%
2013	0.26%	0.00%
2012	0.37%	0.00%
2011	0.81%	0.00%
2010	1.03%	0.00%
2009	2.41%	0.00%
2008	3.41%	0.00%
2007	4.27%	0.00%
2006	4.13%	0.00%
2005	3.05%	0.00%
2004	1.94%	0.00%
2003	1.59%	0.00%
2002	0.78%	0.00%