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WISD vs SHV

Wisdom Short Duration Income ETF vs iShares 0–1 Year Treasury Bond ETF

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

SHV

iShares 0–1 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$20.7B

Key differences

Both WISD and SHV are fixed income ETFs. The main difference: WISD follows a active selection strategy; SHV uses index tracking.

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

Side-by-side comparison

WISDSHV
Annual cost (TER)0.15%
Fund size (AUM)$20.7B
Since2007
Dividend yield3.88%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.9%
CAGR 3YN/A+4.7%
CAGR 5YN/A+3.3%
Sharpe 3YN/A4.11
Volatility 1Y0.21%
Max drawdown-1.02%-0.45%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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