TBX vs SHRY
Comparison between PROSHARES SHORT 7-10 YEAR TREASURY (TBX, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
5-Year PerformanceSHRY has outperformed TBX, delivering a return of +7.9% compared to +6.1%
TBX vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TBX vs SHRY - Historical Returns
Returns include dividend reinvestment.
TBX vs SHRY - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | TBX | SHRY |
|---|---|---|
| 2026 | +3.40% | +4.04% |
| 2025 | -1.39% | +7.21% |
| 2024 | +8.48% | +17.84% |
| 2023 | +4.81% | +17.52% |
| 2022 | +17.42% | -14.18% |
| 2021 | +1.74% | +31.62% |
| 2020 | -9.69% | +11.50% |
| 2019 | -5.10% | +30.14% |
| 2018 | +0.86% | -9.35% |
| 2017 | -2.24% | +10.12% |
| 2016 | -1.42% | N/A |
| 2015 | -2.91% | N/A |
| 2014 | -9.58% | N/A |
| 2013 | +4.38% | N/A |
| 2012 | -5.20% | N/A |
| 2011 | -14.65% | N/A |
TBX vs SHRY Drawdown Comparison
The maximum drawdown for TBX was -41.04%, occurring on Aug 4, 2020. This drawdown has not yet recovered.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current TBX drawdown is -16.79%. The current SHRY drawdown is -3.39%.
| Rank | TBX | SHRY |
|---|---|---|
| #1 | -41.04% Apr 11, 2011 - Aug 4, 2020 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | N/A | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | N/A | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | N/A | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | N/A | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | N/A | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | N/A | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | N/A | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | N/A | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | N/A | -5.13% Mar 2, 2026 - Mar 18, 2026 |
| #11 | N/A | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | N/A | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | N/A | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | N/A | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | N/A | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between TBX and SHRY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2017 - 2026)
TBX vs SHRY dividend yield comparison.
| Year | TBX | SHRY |
|---|---|---|
| 2026 | 0.47% | 0.27% |
| 2025 | 3.45% | 1.73% |
| 2024 | 6.58% | 1.76% |
| 2023 | 4.07% | 1.49% |
| 2022 | 0.40% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.10% | 1.65% |
| 2019 | 1.53% | 1.54% |
| 2018 | 0.72% | 1.89% |
| 2017 | 0.00% | 0.55% |
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