BVDAX vs. SHV
Compare and contrast key facts about BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) and iShares Short Treasury Bond ETF (SHV).
BVDAX is managed by Blackrock. It was launched on Apr 29, 2014. SHV is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Short Treasury Bond Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BVDAX or SHV.
Correlation
The correlation between BVDAX and SHV is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BVDAX vs. SHV - Performance Comparison
Key characteristics
BVDAX:
0.62
SHV:
20.57
BVDAX:
0.82
SHV:
186.22
BVDAX:
1.13
SHV:
78.57
BVDAX:
0.69
SHV:
278.01
BVDAX:
2.26
SHV:
3,029.47
BVDAX:
2.95%
SHV:
0.00%
BVDAX:
10.72%
SHV:
0.25%
BVDAX:
-25.92%
SHV:
-0.46%
BVDAX:
-5.96%
SHV:
0.00%
Returns By Period
In the year-to-date period, BVDAX achieves a 3.00% return, which is significantly higher than SHV's 0.45% return. Over the past 10 years, BVDAX has outperformed SHV with an annualized return of 5.25%, while SHV has yielded a comparatively lower 1.73% annualized return.
BVDAX
3.00%
3.99%
-0.42%
6.35%
4.41%
5.25%
SHV
0.45%
0.34%
2.32%
5.01%
2.40%
1.73%
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BVDAX vs. SHV - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
BVDAX vs. SHV — Risk-Adjusted Performance Rank
BVDAX
SHV
BVDAX vs. SHV - Risk-Adjusted Performance Comparison
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.
Dividends
BVDAX vs. SHV - Dividend Comparison
BVDAX's dividend yield for the trailing twelve months is around 2.37%, less than SHV's 4.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVDAX BlackRock 60/40 Target Allocation ETF VI Fund | 2.37% | 2.44% | 2.01% | 2.24% | 2.02% | 1.50% | 2.35% | 1.07% | 1.88% | 2.16% | 1.94% | 1.00% |
SHV iShares Short Treasury Bond ETF | 4.96% | 5.02% | 4.73% | 1.39% | 0.00% | 0.74% | 2.19% | 1.66% | 0.72% | 0.34% | 0.03% | 0.00% |
Drawdowns
BVDAX vs. SHV - Drawdown Comparison
The maximum BVDAX drawdown since its inception was -25.92%, 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. For additional features, visit the drawdowns tool.
Volatility
BVDAX vs. SHV - Volatility Comparison
BlackRock 60/40 Target Allocation ETF VI Fund (BVDAX) has a higher volatility of 2.42% 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.