SHV vs SHY

Both SHV and SHY are ETFs. SHV has a lower 5-year return than SHY (1.18% vs 1.65%). SHV and SHY have the same expense ratio (0.15%). Below is the comparison between SHV and SHY.

SHV SHY
Segment Fixed Income: U.S. Government Treasury Cash Equivalents Fixed Income: U.S. Government Treasury Short-Term
Issuer BlackRock BlackRock
Net Assets $25.05B $23.6B
Expense Ratio 0.15% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.00% 1.95%
Underlying Index ICE U.S. Treasury Short Bond Index ICE U.S. Treasury 1-3 Year Bond Index
YTD Return 0.80% 2.98%
1-Year Return 1.15% 3.27%
3-Year Return 1.68% 2.52%
5-Year Return 1.18% 1.65%
10-Year Return 0.61% 1.14%

SHV description

The Fund seeks investment results that correspond to the short-term sector of the U.S. Treasury market as defined by the Barclays Capital Short U.S. Treasury Index. The Index includes all publicly issued U.S. Treasury securities that have a remaining maturity of between 1 and 12 months and are rated investment grade.

SHV performance & returns

YTD Return 0.80%
1-Month Return 0.02%
3-Month Return 0.01%
1-Year Return 1.15%
3-Year Return 1.68%
5-Year Return 1.18%
10-Year Return 0.61%
SHV expense ratio is 0.15%.

SHV holdings

Top 10 Holdings (16.78% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 2.25% N/A 4.77%
United States Treasury Notes 2% N/A 2.62%
United States Treasury Notes 2.13% N/A 2.59%
United States Treasury Notes 1.38% N/A 2.48%
United States Treasury Notes 2.63% N/A 2.25%
United States Treasury Bills 0% N/A 2.07%

Other relevant SHV comparisons

You may also want to check out the following SHV comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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 performance & returns

YTD Return 2.98%
1-Month Return -0.02%
3-Month Return 0.02%
1-Year Return 3.27%
3-Year Return 2.52%
5-Year Return 1.65%
10-Year Return 1.14%
SHY expense ratio is 0.15%.

SHY holdings

Top 10 Holdings (36.80% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 2.13% N/A 5.63%
United States Treasury Notes 1.63% N/A 5.50%
United States Treasury Notes 1.88% N/A 5.39%
United States Treasury Notes 2.25% N/A 4.41%
United States Treasury Notes 2.5% N/A 4.41%
United States Treasury Notes 0.25% N/A 3.86%
United States Treasury Notes 1.75% N/A 3.85%
United States Treasury Notes 1.13% N/A 3.75%

Other relevant SHY comparisons

You may also want to check out the following SHY comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us