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TLT vs SHV

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

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

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

TLTSHV
Annual cost (TER)0.15%0.15%
Fund size (AUM)$42.9B$20.6B
Since20022007
Dividend yield4.57%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+4.0%
CAGR 3Y-2.3%+4.7%
CAGR 5Y-6.1%+3.3%
Sharpe 3Y-0.354.33
Volatility 1Y9.95%0.21%
Max drawdown-48.35%-0.45%

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

Similar to TLT and SHV