SHY vs VOOG

Comparison between ISHARES 1-3 YEAR TREASURY BOND ETF (SHY, ETF) and VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF).

5-Year PerformanceVOOG has outperformed SHY, delivering a return of +16.4% compared to +1.7%

SHY vs VOOG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHY(ETF)	VOOG(ETF)
Net Assets	$25B	$24B
Expense Ratio	0.15%	0.07%
Max Drawdown	7.25%	33.14%
Sharpe Ratio	-0.24	1.96
5Y Beta	-0.00	1.21
P/E Ratio	N/A	32.01
Forward P/E	N/A	25.86
PEG Ratio	N/A	0.61
5Y Dividends CAGR	44.93%	11.71%
5Y EPS CAGR	N/A	34.08%
Debt to Equity	N/A	30.90%
P/S Ratio	N/A	6.26
P/B Ratio	N/A	8.85

Net Assets

Winner

SHY

$25B

VOOG

$24B

Expense Ratio

SHY

0.15%

Winner

VOOG

0.07%

Max Drawdown

Winner

SHY

7.25%

VOOG

33.14%

Sharpe Ratio

SHY

-0.24

Winner

VOOG

1.96

5Y Beta

Winner

SHY

-0.00

VOOG

1.21

P/E Ratio

SHY

N/A

VOOG

32.01

Forward P/E

SHY

N/A

VOOG

25.86

PEG Ratio

SHY

N/A

VOOG

0.61

5Y Dividends CAGR

Winner

SHY

44.93%

VOOG

11.71%

5Y EPS CAGR

SHY

N/A

VOOG

34.08%

Debt to Equity

SHY

N/A

VOOG

30.90%

P/S Ratio

SHY

N/A

VOOG

6.26

P/B Ratio

SHY

N/A

VOOG

8.85

SHY vs VOOG - Historical Returns

Returns include dividend reinvestment.

Period	SHY	VOOG
1 month	-0.08%	+11.16%
3 months	-0.07%	+13.80%
6 months	+0.94%	+10.10%
1 year	+3.53%	+35.51%
5 years(CAGR)	+1.71%	+16.41%
10 years(CAGR)	+1.64%	+18.02%
Max(CAGR)	+1.95%	+16.94%

SHY

-0.08%

Winner

VOOG

+11.16%

SHY

-0.07%

Winner

VOOG

+13.80%

SHY

+0.94%

Winner

VOOG

+10.10%

SHY

+3.53%

Winner

VOOG

+35.51%

5Y(CAGR)

SHY

+1.71%

Winner

VOOG

+16.41%

10Y(CAGR)

SHY

+1.64%

Winner

VOOG

+18.02%

Max(CAGR)

SHY

+1.95%

Winner

VOOG

+16.94%

SHY vs VOOG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SHY	VOOG
2026	+0.32%	+10.24%
2025	+4.98%	+22.07%
2024	+4.04%	+38.05%
2023	+4.07%	+31.59%
2022	-3.77%	-30.01%
2021	-0.73%	+33.81%
2020	+2.99%	+31.48%
2019	+3.37%	+31.11%
2018	+1.50%	-1.19%
2017	+0.34%	+26.26%
2016	+0.69%	+8.82%
2015	+0.32%	+5.46%
2014	+0.40%	+15.66%
2013	+0.24%	+29.59%
2012	+0.34%	+12.99%
2011	+1.46%	+3.57%
2010	+2.14%	+15.80%
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 VOOG Drawdown Comparison

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

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

The current SHY drawdown is -0.37%. The current VOOG drawdown is -0.29%.

Rank	SHY	VOOG
#1	-5.71% Aug 2, 2021 - Jun 3, 2024	-32.74% Dec 27, 2021 - Mar 1, 2024
#2	-2.23% Mar 17, 2008 - Sep 15, 2008	-31.42% Feb 19, 2020 - Jun 10, 2020
#3	-1.90% Mar 24, 2004 - Oct 20, 2004	-22.18% Feb 19, 2025 - Jun 24, 2025
#4	-1.19% Dec 30, 2008 - Jul 8, 2009	-20.78% Oct 1, 2018 - Apr 23, 2019
#5	-1.07% Sep 7, 2017 - Nov 28, 2018	-16.17% Jul 7, 2011 - Feb 3, 2012
#6	-0.99% Jul 5, 2016 - Aug 11, 2017	-13.71% Oct 29, 2025 - Apr 15, 2026
#7	-0.98% Jun 13, 2003 - Sep 30, 2003	-13.25% Nov 3, 2015 - Jul 8, 2016
#8	-0.97% Sep 24, 2024 - Jan 27, 2025	-12.86% Jul 10, 2024 - Oct 14, 2024
#9	-0.89% Feb 27, 2026 - Mar 26, 2026	-11.79% Jul 20, 2015 - Oct 29, 2015
#10	-0.88% Sep 17, 2008 - Oct 2, 2008	-11.09% Sep 2, 2020 - Dec 4, 2020
#11	-0.87% Oct 25, 2004 - May 5, 2005	-9.99% Jan 26, 2018 - Jun 5, 2018
#12	-0.87% Dec 1, 2009 - Feb 5, 2010	-8.64% Feb 12, 2021 - Apr 5, 2021
#13	-0.81% Nov 1, 2010 - May 3, 2011	-8.51% Apr 2, 2012 - Aug 6, 2012
#14	-0.80% Oct 9, 2002 - Oct 31, 2002	-7.90% Sep 21, 2012 - Jan 22, 2013
#15	-0.75% Jul 10, 2009 - Aug 28, 2009	-7.40% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.96

-101

Dividend Comparison (2002 - 2026)

SHY vs VOOG dividend yield comparison.

Year	SHY	VOOG
2026	1.17%	0.12%
2025	3.81%	0.49%
2024	3.92%	0.49%
2023	2.99%	1.12%
2022	1.30%	0.93%
2021	0.26%	0.53%
2020	0.94%	0.88%
2019	2.12%	1.26%
2018	1.72%	1.34%
2017	0.98%	1.32%
2016	0.71%	1.47%
2015	0.54%	1.56%
2014	0.36%	1.28%
2013	0.26%	1.46%
2012	0.37%	1.75%
2011	0.81%	1.60%
2010	1.03%	0.36%
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%