VOOG vs SHV

Comparison between VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF) and iShares 0-1 Year Treasury Bond ETF (SHV, ETF).

5-Year PerformanceVOOG has outperformed SHV, delivering a return of +15.2% compared to +3.3%

VOOG vs SHV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOOG(ETF)	SHV(ETF)
Net Assets	$21B	$21B
Expense Ratio	0.07%	0.15%
Max Drawdown	33.14%	1.20%
Sharpe Ratio	2.00	1.43
5Y Beta	1.21	-0.00
P/E Ratio	32.01	N/A
Forward P/E	25.94	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	11.71%	65.56%
5Y EPS CAGR	34.08%	N/A
Debt to Equity	30.90%	N/A
P/S Ratio	6.42	N/A
P/B Ratio	8.94	N/A

Net Assets

VOOG

$21B

Winner

SHV

$21B

Expense Ratio

Winner

VOOG

0.07%

SHV

0.15%

Max Drawdown

VOOG

33.14%

Winner

SHV

1.20%

Sharpe Ratio

Winner

VOOG

2.00

SHV

1.43

5Y Beta

VOOG

1.21

Winner

SHV

-0.00

P/E Ratio

VOOG

32.01

SHV

N/A

Forward P/E

VOOG

25.94

SHV

N/A

PEG Ratio

VOOG

0.61

SHV

N/A

5Y Dividends CAGR

VOOG

11.71%

Winner

SHV

65.56%

5Y EPS CAGR

VOOG

34.08%

SHV

N/A

Debt to Equity

VOOG

30.90%

SHV

N/A

P/S Ratio

VOOG

6.42

SHV

N/A

P/B Ratio

VOOG

8.94

SHV

N/A

VOOG vs SHV - Historical Returns

Returns include dividend reinvestment.

Period	VOOG	SHV
1 month	+14.01%	+0.32%
3 months	+10.98%	+0.85%
6 months	+12.04%	+1.79%
1 year	+40.42%	+3.97%
5 years(CAGR)	+15.25%	+3.27%
10 years(CAGR)	+18.03%	+2.20%
Max(CAGR)	+16.96%	+1.57%

Winner

VOOG

+14.01%

SHV

+0.32%

Winner

VOOG

+10.98%

SHV

+0.85%

Winner

VOOG

+12.04%

SHV

+1.79%

Winner

VOOG

+40.42%

SHV

+3.97%

5Y(CAGR)

Winner

VOOG

+15.25%

SHV

+3.27%

10Y(CAGR)

Winner

VOOG

+18.03%

SHV

+2.20%

Max(CAGR)

Winner

VOOG

+16.96%

SHV

+1.57%

VOOG vs SHV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	VOOG	SHV
2026	+10.26%	+1.19%
2025	+22.07%	+4.19%
2024	+38.05%	+5.13%
2023	+31.59%	+5.02%
2022	-30.01%	+0.95%
2021	+33.81%	-0.09%
2020	+31.48%	+0.79%
2019	+31.11%	+2.35%
2018	-1.19%	+1.73%
2017	+26.26%	+0.64%
2016	+8.82%	+0.41%
2015	+5.46%	+0.02%
2014	+15.66%	+0.02%
2013	+29.59%	+0.01%
2012	+12.99%	+0.05%
2011	+3.57%	+0.07%
2010	+15.80%	+0.12%
2009	N/A	+0.32%
2008	N/A	+2.73%
2007	N/A	+4.99%

VOOG vs SHV Drawdown Comparison

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

The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.

Rank	VOOG	SHV
#1	-32.74% Dec 27, 2021 - Mar 1, 2024	-0.45% Apr 7, 2020 - Oct 7, 2022
#2	-31.42% Feb 19, 2020 - Jun 10, 2020	-0.36% Oct 10, 2008 - Oct 15, 2008
#3	-22.18% Feb 19, 2025 - Jun 24, 2025	-0.29% Oct 15, 2008 - Nov 6, 2008
#4	-20.78% Oct 1, 2018 - Apr 23, 2019	-0.25% Sep 17, 2008 - Oct 2, 2008
#5	-16.17% Jul 7, 2011 - Feb 3, 2012	-0.23% Dec 29, 2008 - Apr 15, 2009
#6	-13.71% Oct 29, 2025 - Apr 15, 2026	-0.19% Aug 22, 2007 - Sep 5, 2007
#7	-13.25% Nov 3, 2015 - Jul 8, 2016	-0.17% Mar 20, 2008 - May 1, 2008
#8	-12.86% Jul 10, 2024 - Oct 14, 2024	-0.14% Oct 2, 2008 - Oct 10, 2008
#9	-11.79% Jul 20, 2015 - Oct 29, 2015	-0.13% Jun 1, 2009 - Jul 8, 2009
#10	-11.09% Sep 2, 2020 - Dec 4, 2020	-0.12% Oct 2, 2015 - Jan 19, 2016
#11	-9.99% Jan 26, 2018 - Jun 5, 2018	-0.11% Feb 24, 2017 - Apr 13, 2017
#12	-8.64% Feb 12, 2021 - Apr 5, 2021	-0.10% Apr 29, 2009 - May 28, 2009
#13	-8.51% Apr 2, 2012 - Aug 6, 2012	-0.09% Dec 12, 2008 - Dec 29, 2008
#14	-7.90% Sep 21, 2012 - Jan 22, 2013	-0.08% Dec 11, 2007 - Dec 19, 2007
#15	-7.40% Sep 18, 2014 - Oct 31, 2014	-0.08% Nov 4, 2016 - Dec 19, 2016

Correlation

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

0.96

-101

Dividend Comparison (2007 - 2026)

VOOG vs SHV dividend yield comparison.

Year	VOOG	SHV
2026	0.12%	1.18%
2025	0.49%	4.09%
2024	0.49%	5.02%
2023	1.12%	4.73%
2022	0.93%	1.39%
2021	0.53%	0.00%
2020	0.88%	0.74%
2019	1.26%	2.19%
2018	1.34%	1.66%
2017	1.32%	0.72%
2016	1.47%	0.34%
2015	1.56%	0.03%
2014	1.28%	0.00%
2013	1.46%	0.00%
2012	1.75%	0.01%
2011	1.60%	0.07%
2010	0.36%	0.08%
2009	0.00%	0.34%
2008	0.00%	2.08%
2007	0.00%	4.04%