SPHQ vs SHV
Comparison between INVESCO S&P 500 QUALITY ETF (SPHQ, ETF) and ISHARES 0-1 YEAR TREASURY BOND ETF (SHV, ETF).
5-Year PerformanceSPHQ has outperformed SHV, delivering a return of +13.2% compared to +3.4%
SPHQ vs SHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHQ
$20B
Winner
SHV
$21B
Expense Ratio
SPHQ
0.15%
SHV
0.15%
Max Drawdown
SPHQ
57.83%
Winner
SHV
1.20%
Sharpe Ratio
Winner
SPHQ
1.17
SHV
-0.21
5Y Beta
SPHQ
0.86
Winner
SHV
-0.00
P/E Ratio
SPHQ
28.70
SHV
N/A
Forward P/E
SPHQ
23.81
SHV
N/A
PEG Ratio
SPHQ
0.29
SHV
N/A
5Y Dividends CAGR
SPHQ
7.55%
Winner
SHV
84.51%
5Y EPS CAGR
SPHQ
19.22%
SHV
N/A
Debt to Equity
SPHQ
108.86%
SHV
N/A
P/S Ratio
SPHQ
4.61
SHV
N/A
P/B Ratio
SPHQ
10.28
SHV
N/A
SPHQ vs SHV - Historical Returns
Returns include dividend reinvestment.
1M
SPHQ
-4.29%
Winner
SHV
+0.29%
3M
Winner
SPHQ
+7.84%
SHV
+0.85%
6M
Winner
SPHQ
+11.65%
SHV
+1.70%
1Y
Winner
SPHQ
+21.42%
SHV
+3.79%
5Y(CAGR)
Winner
SPHQ
+13.17%
SHV
+3.41%
10Y(CAGR)
Winner
SPHQ
+14.60%
SHV
+2.26%
Max(CAGR)
Winner
SPHQ
+10.04%
SHV
+1.59%
SPHQ vs SHV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPHQ | SHV |
|---|---|---|
| 2026 | +14.35% | +1.86% |
| 2025 | +13.53% | +4.19% |
| 2024 | +26.32% | +5.13% |
| 2023 | +25.85% | +5.02% |
| 2022 | -16.09% | +0.95% |
| 2021 | +29.54% | -0.09% |
| 2020 | +16.35% | +0.79% |
| 2019 | +33.63% | +2.35% |
| 2018 | -7.53% | +1.73% |
| 2017 | +18.59% | +0.64% |
| 2016 | +15.55% | +0.41% |
| 2015 | +1.80% | +0.02% |
| 2014 | +17.17% | +0.02% |
| 2013 | +29.38% | +0.01% |
| 2012 | +13.50% | +0.05% |
| 2011 | +5.34% | +0.07% |
| 2010 | +19.12% | +0.12% |
| 2009 | +10.06% | +0.32% |
| 2008 | -45.68% | +2.73% |
| 2007 | +16.62% | +4.99% |
| 2006 | +1.98% | N/A |
| 2005 | -2.05% | N/A |
SPHQ vs SHV Drawdown Comparison
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
The current SPHQ drawdown is -4.87%. The current SHV drawdown is -0.01%.
| Rank | SPHQ | SHV |
|---|---|---|
| #1 | -57.83% Oct 29, 2007 - May 14, 2013 | -0.45% Apr 7, 2020 - Oct 7, 2022 |
| #2 | -31.58% Feb 12, 2020 - Aug 4, 2020 | -0.36% Oct 10, 2008 - Oct 15, 2008 |
| #3 | -25.05% Jan 4, 2022 - Jul 31, 2023 | -0.29% Oct 15, 2008 - Nov 6, 2008 |
| #4 | -22.35% May 8, 2006 - May 4, 2007 | -0.25% Sep 17, 2008 - Oct 2, 2008 |
| #5 | -20.74% Oct 1, 2018 - Apr 5, 2019 | -0.23% Dec 29, 2008 - Apr 15, 2009 |
| #6 | -16.57% Feb 19, 2025 - Jun 4, 2025 | -0.19% Aug 22, 2007 - Sep 5, 2007 |
| #7 | -11.71% Jul 19, 2007 - Sep 25, 2007 | -0.17% Mar 20, 2008 - May 1, 2008 |
| #8 | -9.77% Jan 26, 2018 - Aug 29, 2018 | -0.14% Oct 2, 2008 - Oct 10, 2008 |
| #9 | -8.90% Feb 27, 2026 - Apr 24, 2026 | -0.13% Jun 1, 2009 - Jul 8, 2009 |
| #10 | -8.76% Sep 2, 2020 - Nov 16, 2020 | -0.12% Oct 2, 2015 - Jan 19, 2016 |
| #11 | -8.51% Dec 1, 2015 - Mar 1, 2016 | -0.11% Feb 24, 2017 - Apr 13, 2017 |
| #12 | -8.47% Sep 1, 2023 - Dec 11, 2023 | -0.10% Apr 29, 2009 - May 28, 2009 |
| #13 | -8.30% May 21, 2015 - Nov 2, 2015 | -0.09% Dec 12, 2008 - Dec 29, 2008 |
| #14 | -6.82% Apr 30, 2019 - Jun 19, 2019 | -0.08% Dec 11, 2007 - Dec 19, 2007 |
| #15 | -6.68% Jul 24, 2019 - Oct 25, 2019 | -0.08% Nov 4, 2016 - Dec 19, 2016 |
Correlation
Correlation between SPHQ and SHV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
SPHQ vs SHV dividend yield comparison.
| Year | SPHQ | SHV |
|---|---|---|
| 2026 | 0.57% | 1.77% |
| 2025 | 1.09% | 4.09% |
| 2024 | 1.15% | 5.02% |
| 2023 | 1.42% | 4.73% |
| 2022 | 1.85% | 1.39% |
| 2021 | 1.19% | 0.00% |
| 2020 | 1.55% | 0.74% |
| 2019 | 1.51% | 2.19% |
| 2018 | 1.85% | 1.66% |
| 2017 | 1.57% | 0.72% |
| 2016 | 1.67% | 0.34% |
| 2015 | 2.29% | 0.03% |
| 2014 | 1.66% | 0.00% |
| 2013 | 1.70% | 0.00% |
| 2012 | 1.97% | 0.01% |
| 2011 | 1.76% | 0.07% |
| 2010 | 0.59% | 0.08% |
| 2009 | 0.30% | 0.34% |
| 2008 | 0.11% | 2.08% |
| 2007 | 0.00% | 4.04% |
Select Stocks to Compare
Popular: SPHQ vs SPYSHV vs SPY
More Comparisons
Compare with similar stocks
Compare SPHQ with:
Compare SHV with:
Popular suggestions:
SHV vs VGSH
ISHARES 0-1 YEAR TREASURY BOND ETF vs VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES
SPHQ vs QUAL
INVESCO S&P 500 QUALITY ETF vs ISHARES MSCI USA QUALITY FACTOR ETF
JQUA vs SPHQ
JPMORGAN U.S. QUALITY FACTOR ETF vs INVESCO S&P 500 QUALITY ETF
SHV vs BIL
ISHARES 0-1 YEAR TREASURY BOND ETF vs STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF
SCHJ vs SHV
SCHWAB 1-5 YEAR CORPORATE BOND ETF vs ISHARES 0-1 YEAR TREASURY BOND ETF
SHV vs SHY
ISHARES 0-1 YEAR TREASURY BOND ETF vs ISHARES 1-3 YEAR TREASURY BOND ETF
SCHO vs SHV
SCHWAB SHORT-TERM U.S. TREASURY ETF vs ISHARES 0-1 YEAR TREASURY BOND ETF