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SHV vs TLT

iShares 0–1 Year Treasury Bond ETF vs iShares 20+ Year Treasury Bond ETF

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • Over the last 3 years, SHV has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHVTLT
Annual cost (TER)0.15%0.15%
Fund size (AUM)$20.6B$42.9B
Since20072002
Dividend yield3.92%4.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.0%+5.4%
CAGR 3Y+4.7%-2.3%
CAGR 5Y+3.3%-6.1%
Sharpe 3Y4.33-0.35
Volatility 1Y0.21%9.95%
Max drawdown-0.45%-48.35%

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

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