VYMI vs SHV

Comparison between VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYMI, ETF) and iShares 0-1 Year Treasury Bond ETF (SHV, ETF).

5-Year PerformanceVYMI has outperformed SHV, delivering a return of +13.0% compared to +3.3%

VYMI vs SHV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VYMI(ETF)	SHV(ETF)
Net Assets	$20B	$21B
Expense Ratio	0.07%	0.15%
Max Drawdown	45.17%	1.20%
Sharpe Ratio	2.13	1.25
5Y Beta	0.61	-0.00
5Y Dividends CAGR	15.49%	65.56%

Net Assets

VYMI

$20B

Winner

SHV

$21B

Expense Ratio

Winner

VYMI

0.07%

SHV

0.15%

Max Drawdown

VYMI

45.17%

Winner

SHV

1.20%

Sharpe Ratio

Winner

VYMI

2.13

SHV

1.25

5Y Beta

VYMI

0.61

Winner

SHV

-0.00

5Y Dividends CAGR

VYMI

15.49%

Winner

SHV

65.56%

VYMI vs SHV - Historical Returns

Returns include dividend reinvestment.

Period	VYMI	SHV
1 month	+0.39%	+0.29%
3 months	+0.64%	+0.84%
6 months	+14.69%	+1.78%
1 year	+34.42%	+3.94%
5 years(CAGR)	+13.05%	+3.27%
10 years(CAGR)	+10.71%	+2.20%
Max(CAGR)	+10.99%	+1.57%

Winner

VYMI

+0.39%

SHV

+0.29%

VYMI

+0.64%

Winner

SHV

+0.84%

Winner

VYMI

+14.69%

SHV

+1.78%

Winner

VYMI

+34.42%

SHV

+3.94%

5Y(CAGR)

Winner

VYMI

+13.05%

SHV

+3.27%

10Y(CAGR)

Winner

VYMI

+10.71%

SHV

+2.20%

Max(CAGR)

Winner

VYMI

+10.99%

SHV

+1.57%

VYMI vs SHV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	VYMI	SHV
2026	+10.20%	+1.20%
2025	+38.72%	+4.19%
2024	+7.75%	+5.13%
2023	+16.50%	+5.02%
2022	-7.70%	+0.95%
2021	+14.83%	-0.09%
2020	-2.46%	+0.79%
2019	+18.59%	+2.35%
2018	-13.52%	+1.73%
2017	+21.13%	+0.64%
2016	+11.88%	+0.41%
2015	N/A	+0.02%
2014	N/A	+0.02%
2013	N/A	+0.01%
2012	N/A	+0.05%
2011	N/A	+0.07%
2010	N/A	+0.12%
2009	N/A	+0.32%
2008	N/A	+2.73%
2007	N/A	+4.99%

VYMI vs SHV Drawdown Comparison

The maximum drawdown for VYMI was -40.01%, occurring on Mar 23, 2020. Recovery took 743 trading sessions.

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

The current VYMI drawdown is -1.39%.

Rank	VYMI	SHV
#1	-40.01% Jan 26, 2018 - Jan 8, 2021	-0.45% Apr 7, 2020 - Oct 7, 2022
#2	-24.08% Feb 9, 2022 - Dec 13, 2023	-0.36% Oct 10, 2008 - Oct 15, 2008
#3	-12.83% Mar 19, 2025 - Apr 28, 2025	-0.29% Oct 15, 2008 - Nov 6, 2008
#4	-10.68% Apr 20, 2016 - Aug 10, 2016	-0.25% Sep 17, 2008 - Oct 2, 2008
#5	-10.12% Feb 25, 2026 - Mar 20, 2026	-0.23% Dec 29, 2008 - Apr 15, 2009
#6	-8.30% Sep 26, 2024 - Feb 26, 2025	-0.19% Aug 22, 2007 - Sep 5, 2007
#7	-7.17% Jun 7, 2021 - Jan 7, 2022	-0.17% Mar 20, 2008 - May 1, 2008
#8	-6.82% Jul 12, 2024 - Aug 19, 2024	-0.14% Oct 2, 2008 - Oct 10, 2008
#9	-5.38% Jan 14, 2021 - Feb 16, 2021	-0.13% Jun 1, 2009 - Jul 8, 2009
#10	-4.96% Sep 6, 2016 - Dec 7, 2016	-0.12% Oct 2, 2015 - Jan 19, 2016
#11	-4.91% Mar 17, 2016 - Apr 13, 2016	-0.11% Feb 24, 2017 - Apr 13, 2017
#12	-4.45% Apr 9, 2024 - May 6, 2024	-0.10% Apr 29, 2009 - May 28, 2009
#13	-4.35% May 17, 2024 - Jul 12, 2024	-0.09% Dec 12, 2008 - Dec 29, 2008
#14	-4.12% Nov 12, 2025 - Dec 4, 2025	-0.08% Dec 11, 2007 - Dec 19, 2007
#15	-3.68% Jan 14, 2022 - Feb 9, 2022	-0.08% Nov 4, 2016 - Dec 19, 2016

Correlation

Correlation between VYMI and SHV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2026)

VYMI vs SHV dividend yield comparison.

Year	VYMI	SHV
2026	0.71%	1.18%
2025	3.68%	4.09%
2024	4.84%	5.02%
2023	4.58%	4.73%
2022	4.70%	1.39%
2021	4.30%	0.00%
2020	3.22%	0.74%
2019	4.20%	2.19%
2018	4.29%	1.66%
2017	3.21%	0.72%
2016	2.39%	0.34%
2015	0.00%	0.03%
2014	0.00%	0.00%
2013	0.00%	0.00%
2012	0.00%	0.01%
2011	0.00%	0.07%
2010	0.00%	0.08%
2009	0.00%	0.34%
2008	0.00%	2.08%
2007	0.00%	4.04%