IDV vs. SHV
IDV (iShares International Select Dividend ETF) and SHV (iShares 0-1 Year Treasury Bond ETF) are both exchange-traded funds - IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend, while SHV is a Government Bonds fund tracking the ICE Short US Treasury Securities Index. Both are passively managed. Over the past 10 years, IDV returned 10.33%/yr vs 2.23%/yr for SHV. At a correlation of -0.05, they often move in opposite directions. IDV charges 0.49%/yr vs 0.15%/yr for SHV.
Performance
IDV vs. SHV - Performance Comparison
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Returns By Period
In the year-to-date period, IDV achieves a 10.84% return, which is significantly higher than SHV's 1.47% return. Over the past 10 years, IDV has outperformed SHV with an annualized return of 10.33%, while SHV has yielded a comparatively lower 2.23% annualized return.
IDV
- 1D
- 0.23%
- 1M
- -2.36%
- YTD
- 10.84%
- 6M
- 14.01%
- 1Y
- 33.84%
- 3Y*
- 24.24%
- 5Y*
- 11.70%
- 10Y*
- 10.33%
SHV
- 1D
- 0.01%
- 1M
- 0.26%
- YTD
- 1.47%
- 6M
- 1.74%
- 1Y
- 3.90%
- 3Y*
- 4.63%
- 5Y*
- 3.33%
- 10Y*
- 2.23%
IDV vs. SHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 10.84% | 52.16% | 4.00% | 10.32% | -6.40% | 12.00% | -5.94% | 23.56% | -10.37% | 19.74% |
SHV iShares 0-1 Year Treasury Bond ETF | 1.47% | 4.21% | 5.12% | 5.04% | 0.94% | -0.10% | 0.81% | 2.36% | 1.72% | 0.67% |
Correlation
The correlation between IDV and SHV is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2007 | -0.05 |
The correlation between IDV and SHV shifts across timeframes, from -0.05 (all time) to 0.09 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IDV vs. SHV — Risk / Return Rank
IDV
SHV
IDV vs. SHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) and iShares 0-1 Year 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.
| IDV | SHV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -16.86 | ||
| Sortino ratioReturn per unit of downside risk | -146.12 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 53.77 | -52.29 |
| Calmar ratioReturn relative to maximum drawdown | 3.99 | 431.38 | -427.39 |
| Martin ratioReturn relative to average drawdown | 15.00 | 2,419.80 | -2,404.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDV | SHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 19.49 | -16.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 11.62 | -10.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 8.09 | -7.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 4.50 | -4.29 |
Drawdowns
IDV vs. SHV - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than SHV's maximum drawdown of -0.45%. Use the drawdown chart below to compare losses from any high point for IDV and SHV.
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Drawdown Indicators
| IDV | SHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.14% | -0.45% | -69.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.52% | -0.01% | -8.51% |
Max Drawdown (3Y)Largest decline over 3 years | -11.86% | -0.03% | -11.83% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | -0.39% | -28.80% |
Max Drawdown (10Y)Largest decline over 10 years | -42.50% | -0.45% | -42.05% |
Current DrawdownCurrent decline from peak | -4.08% | 0.00% | -4.08% |
Average DrawdownAverage peak-to-trough decline | -15.39% | -0.03% | -15.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 0.00% | +2.26% |
Volatility
IDV vs. SHV - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 3.91% compared to iShares 0-1 Year Treasury Bond ETF (SHV) at 0.05%. This indicates that IDV'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.
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Volatility by Period
| IDV | SHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 0.05% | +3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 0.12% | +10.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.96% | 0.20% | +12.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 0.29% | +15.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 0.28% | +17.66% |
IDV vs. SHV - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is higher than SHV's 0.15% expense ratio.
Dividends
IDV vs. SHV - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 4.51%, more than SHV's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 4.51% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
SHV iShares 0-1 Year Treasury Bond ETF | 3.83% | 4.09% | 5.02% | 4.73% | 1.39% | 0.00% | 0.74% | 2.19% | 1.66% | 0.72% | 0.34% | 0.03% |
Frequently Asked Questions
IDV and SHV have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDV has higher volatility (3.91%) compared to SHV (0.05%). In terms of maximum drawdown, IDV dropped -70.14% vs SHV's -0.45%.
On 10-year performance, IDV leads with 10.33% vs 2.23% for SHV. On fees, SHV is cheaper at 0.15% per year. On volatility, SHV has been the lower-risk option at 0.05%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, IDV has performed better with a 10.33% return vs 2.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SHV is cheaper with a 0.15% expense ratio, compared with 0.49% for IDV.
IDV has the higher dividend yield at 4.51%, compared with 3.83% for SHV.
IDV is categorized as Global Equities, while SHV is Government Bonds. IDV tracks Dow Jones EPAC Select Dividend, while SHV tracks ICE Short US Treasury Securities Index. Their fees differ too: 0.49% for IDV and 0.15% for SHV.
SHV currently has the higher Sharpe Ratio (19.49 vs 2.63), 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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