BVDAX vs. SHV

In the year-to-date period, BVDAX achieves a 3.59% return, which is significantly higher than SHV's 1.69% return. Over the past 10 years, BVDAX has outperformed SHV with an annualized return of 6.85%, while SHV has yielded a comparatively lower 1.85% annualized return.

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BVDAX has a 0.19% expense ratio, which is higher than SHV's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) and iShares Short Treasury Bond ETF (SHV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BVDAX Sharpe Ratio is 0.84, which is lower than the SHV Sharpe Ratio of 20.67. The chart below compares the historical Sharpe Ratios of BVDAX and SHV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BVDAX's dividend yield for the trailing twelve months is around 8.13%, more than SHV's 4.69% yield.

The maximum BVDAX drawdown since its inception was -22.25%, which is greater than SHV's maximum drawdown of -0.46%. Use the drawdown chart below to compare losses from any high point for BVDAX and SHV.

BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) has a higher volatility of 2.76% compared to iShares Short Treasury Bond ETF (SHV) at 0.05%. This indicates that BVDAX's price experiences larger fluctuations and is considered to be riskier than SHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.