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CME vs. SHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CME vs. SHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CME Group Inc. (CME) and iShares 1-3 Year Treasury Bond ETF (SHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CME achieves a 1.58% return, which is significantly higher than SHY's 0.55% return. Over the past 10 years, CME has outperformed SHY with an annualized return of 15.38%, while SHY has yielded a comparatively lower 1.65% annualized return.


CME

1D
2.80%
1M
-8.82%
YTD
1.58%
6M
1.41%
1Y
3.34%
3Y*
19.92%
5Y*
9.17%
10Y*
15.38%

SHY

1D
-0.02%
1M
0.15%
YTD
0.55%
6M
0.80%
1Y
3.22%
3Y*
4.15%
5Y*
1.74%
10Y*
1.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CME vs. SHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CME
CME Group Inc.
1.58%19.83%15.41%31.32%-22.89%29.47%-6.34%9.67%32.15%32.35%
SHY
iShares 1-3 Year Treasury Bond ETF
0.55%4.95%3.92%4.16%-3.88%-0.71%3.03%3.38%1.46%0.26%

Correlation

The correlation between CME and SHY is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.03

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

-0.04

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2002

-0.14

The correlation between CME and SHY shifts across timeframes, from -0.14 (all time) to 0.01 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

CME vs. SHY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CME
CME Risk / Return Rank: 4545
Overall Rank
CME Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
CME Sortino Ratio Rank: 4040
Sortino Ratio Rank
CME Omega Ratio Rank: 4040
Omega Ratio Rank
CME Calmar Ratio Rank: 4646
Calmar Ratio Rank
CME Martin Ratio Rank: 4848
Martin Ratio Rank

SHY
SHY Risk / Return Rank: 8686
Overall Rank
SHY Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SHY Sortino Ratio Rank: 9292
Sortino Ratio Rank
SHY Omega Ratio Rank: 8989
Omega Ratio Rank
SHY Calmar Ratio Rank: 8080
Calmar Ratio Rank
SHY Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CME vs. SHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CME Group Inc. (CME) and iShares 1-3 Year Treasury Bond ETF (SHY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CMESHYDifference
Sharpe ratioReturn per unit of total volatility

-2.27

Sortino ratioReturn per unit of downside risk

-3.62

Omega ratioGain probability vs. loss probability

1.05

1.50

-0.45

Calmar ratioReturn relative to maximum drawdown

0.16

3.64

-3.48

Martin ratioReturn relative to average drawdown

0.50

14.45

-13.95

CME vs. SHY - Sharpe Ratio Comparison

The current CME Sharpe Ratio is 0.16, which is lower than the SHY Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of CME and SHY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CME vs. SHY - Drawdown Comparison

The maximum CME drawdown since its inception was -77.50%, which is greater than SHY's maximum drawdown of -5.71%. Use the drawdown chart below to compare losses from any high point for CME and SHY.


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Drawdown Indicators


CMESHYDifference

Max Drawdown

Largest peak-to-trough decline

-77.50%

-5.71%

-71.79%

Max Drawdown (1Y)

Largest decline over 1 year

-21.42%

-0.89%

-20.53%

Max Drawdown (3Y)

Largest decline over 3 years

-21.42%

-0.97%

-20.45%

Max Drawdown (5Y)

Largest decline over 5 years

-31.74%

-5.71%

-26.03%

Max Drawdown (10Y)

Largest decline over 10 years

-37.36%

-5.71%

-31.65%

Current Drawdown

Current decline from peak

-15.03%

-0.18%

-14.85%

Average Drawdown

Average peak-to-trough decline

-20.68%

-0.52%

-20.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.70%

0.22%

+6.48%

Volatility

CME vs. SHY - Volatility Comparison

CME Group Inc. (CME) has a higher volatility of 10.45% compared to iShares 1-3 Year Treasury Bond ETF (SHY) at 0.40%. This indicates that CME's price experiences larger fluctuations and is considered to be riskier than SHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CMESHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.45%

0.40%

+10.05%

Volatility (6M)

Calculated over the trailing 6-month period

17.44%

0.95%

+16.49%

Volatility (1Y)

Calculated over the trailing 1-year period

20.74%

1.33%

+19.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.15%

1.99%

+18.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.93%

1.57%

+22.36%

Dividends

CME vs. SHY - Dividend Comparison

CME's dividend yield for the trailing twelve months is around 4.17%, more than SHY's 3.68% yield.


PositionTTM20252024202320222021202020192018201720162015
CME
CME Group Inc.
4.17%1.83%4.48%4.58%5.05%3.00%3.24%2.74%2.42%4.20%4.90%5.41%
SHY
iShares 1-3 Year Treasury Bond ETF
3.68%3.81%3.92%2.99%1.30%0.26%0.94%2.12%1.72%0.98%0.71%0.54%

Frequently Asked Questions


CME and SHY have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CME has higher volatility (10.45%) compared to SHY (0.40%). In terms of maximum drawdown, CME dropped -77.50% vs SHY's -5.71%.

SHY currently has the higher Sharpe Ratio (2.43 vs 0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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