Screener
IGBH vs SHV
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs iShares 0–1 Year Treasury Bond ETF
Key differences
Both IGBH and SHV are fixed income ETFs. IGBH charges 0.14% a year and SHV 0.15%. The main difference: SHV is much larger than IGBH. Larger funds are usually more liquid and less likely to close.
- SHV is much larger than IGBH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGBH has delivered higher annualized returns.
- SHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGBH | SHV | |
|---|---|---|
| Annual cost (TER) | 0.14% | 0.15% |
| Fund size (AUM) | $189M | $20.7B |
| Since | 2015 | 2007 |
| Dividend yield | 5.75% | 3.88% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.0% | +3.9% |
| CAGR 3Y | +9.1% | +4.7% |
| CAGR 5Y | +5.5% | +3.3% |
| Sharpe 3Y | 1.07 | 4.18 |
| Volatility 1Y | 4.04% | 0.21% |
| Max drawdown | -33.67% | -0.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.