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MEAR vs SHV

iShares Short Maturity Municipal Bond Active ETF vs iShares 0–1 Year Treasury Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

Key differences

  • SHV costs 0.11% less per year.
  • SHV is significantly larger than MEAR — larger funds tend to be more liquid and less likely to close.
  • MEAR follows a active selection strategy; SHV uses index tracking.
  • Over the last 3 years, SHV has delivered higher annualized returns.
  • SHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARSHV
Annual cost (TER)0.26%0.15%
Fund size (AUM)$1.3B$20.6B
Since20152007
Dividend yield2.87%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+4.0%
CAGR 3Y+3.6%+4.7%
CAGR 5Y+2.4%+3.3%
Sharpe 3Y-0.024.33
Volatility 1Y0.86%0.21%
Max drawdown-2.68%-0.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MEAR and SHV