Pro challenge
Sign in
Get 3 actionable money tips every week. Sign up for the tips now!
BSV vs SHY
Both BSV and SHY are ETFs. BSV has a higher 5-year return than SHY (1.47% vs 0.87%). BSV has a lower expense ratio than SHY (0.07% vs 0.15%). Below is the comparison between BSV and SHY.
| BSV | SHY | |
|---|---|---|
| Segment | Fixed Income: U.S. - Government/Credit Investment Grade Short-Term | Fixed Income: U.S. Government Treasury Short-Term |
| Issuer | Vanguard | BlackRock |
| Net Assets | $22.45B | $19.18B |
| Expense Ratio | 0.07% | 0.15% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.06 | 1.87 |
| Underlying Index | Bloomberg Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index | ICE U.S. Treasury 1-3 Year Bond Index |
| YTD Return | 1.85% | 1.15% |
| 1-Year Return | 4.01% | 3.02% |
| 3-Year Return | 1.35% | 0.92% |
| 5-Year Return | 1.47% | 0.87% |
| 10-Year Return | 1.98% | 0.94% |
BSV description
The Fund seeks to track the performance of a market-weighted bond index with a short-term dollar-weighted average maturity. The Fund employs an indexing investment approach designed to track the performance of the Barclays Capital U.S. 1-5 Year Government/ Credit Float Adjusted Index.
BSV returns
| YTD Return | 1.85% |
| 1-Month Return | 0.16% |
| 3-Month Return | 1.22% |
| 1-Year Return | 4.01% |
| 3-Year Return | 1.35% |
| 5-Year Return | 1.47% |
| 10-Year Return | 1.98% |
BSV expense ratio is 0.07%.
BSV holdings
Top 10 Holdings (14.48% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| United States Treasury Notes 1.25% | N/A | 2.18% |
| United States Treasury Notes 1.38% | N/A | 1.97% |
| United States Treasury Notes 1.25% | N/A | 1.75% |
| United States Treasury Notes 1.12% | N/A | 1.43% |
| United States Treasury Notes 2.38% | N/A | 1.35% |
| United States Treasury Notes 1.88% | N/A | 1.26% |
| United States Treasury Notes 1.62% | N/A | 1.15% |
| United States Treasury Notes 1.62% | N/A | 1.14% |
| United States Treasury Notes 1.62% | N/A | 1.13% |
| United States Treasury Notes 1.12% | N/A | 1.12% |
SHY description
The Fund seeks investment results that correspond generally to the price and yield performance of the short-term sector of the U.S. Treasury market as defined by the Barclays Capital 1-3 Year Treasury Index.
SHY returns
| YTD Return | 1.15% |
| 1-Month Return | 0.18% |
| 3-Month Return | 0.90% |
| 1-Year Return | 3.02% |
| 3-Year Return | 0.92% |
| 5-Year Return | 0.87% |
| 10-Year Return | 0.94% |
SHY expense ratio is 0.15%.
SHY holdings
Top 10 Holdings (45.09% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| United States Treasury Notes 2.25% | N/A | 8.43% |
| United States Treasury Notes 2.13% | N/A | 5.65% |
| United States Treasury Notes 2.5% | N/A | 4.39% |
| United States Treasury Notes 1.63% | N/A | 4.32% |
| United States Treasury Notes 2.5% | N/A | 4.25% |
| United States Treasury Notes 1.5% | N/A | 3.82% |
| United States Treasury Notes 1.13% | N/A | 3.72% |
| United States Treasury Notes 2.63% | N/A | 3.71% |
| United States Treasury Notes 2% | N/A | 3.5% |
| United States Treasury Notes 2% | N/A | 3.3% |
