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SHV vs MEAR

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

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

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.
  • SHV follows a index tracking strategy; MEAR uses active selection.
  • 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

SHVMEAR
Annual cost (TER)0.15%0.26%
Fund size (AUM)$20.6B$1.3B
Since20072015
Dividend yield3.92%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.0%+3.3%
CAGR 3Y+4.7%+3.6%
CAGR 5Y+3.3%+2.4%
Sharpe 3Y4.33-0.02
Volatility 1Y0.21%0.86%
Max drawdown-0.45%-2.68%

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

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