SHFSW vs. VT
SHFSW (SHF Holdings Inc) is a stock, while VT (Vanguard Total World Stock ETF) is Global Equities fund tracking the FTSE Global All Cap Index. Over the past 3 years, SHFSW returned -0.93%/yr vs 19.92%/yr for VT. At a 0.00 correlation, their price movements are largely independent.
Performance
SHFSW vs. VT - Performance Comparison
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Returns By Period
In the year-to-date period, SHFSW achieves a -34.83% return, which is significantly lower than VT's 10.06% return.
SHFSW
- 1D
- 0.00%
- 1M
- -2.37%
- YTD
- -34.83%
- 6M
- -46.30%
- 1Y
- 11.18%
- 3Y*
- -0.93%
- 5Y*
- —
- 10Y*
- —
VT
- 1D
- -2.05%
- 1M
- -0.44%
- YTD
- 10.06%
- 6M
- 9.32%
- 1Y
- 25.71%
- 3Y*
- 19.92%
- 5Y*
- 10.51%
- 10Y*
- 12.96%
SHFSW vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SHFSW SHF Holdings Inc | -34.83% | -11.57% | -48.85% | 33.44% | -86.64% | -14.56% |
VT Vanguard Total World Stock ETF | 10.06% | 22.43% | 16.49% | 22.02% | -18.00% | 5.08% |
Correlation
The correlation between SHFSW and VT 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 | -0.00 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2021 | 0.00 |
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Return for Risk
SHFSW vs. VT — Risk / Return Rank
SHFSW
VT
SHFSW vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SHF Holdings Inc (SHFSW) and Vanguard Total World Stock ETF (VT). 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.
| SHFSW | VT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.67 | -2.47 |
| Martin ratioReturn relative to average drawdown | 0.37 | 11.57 | -11.20 |
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Drawdowns
SHFSW vs. VT - Drawdown Comparison
The maximum SHFSW drawdown since its inception was -97.54%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SHFSW and VT.
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Drawdown Indicators
| SHFSW | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.54% | -50.27% | -47.27% |
Max Drawdown (1Y)Largest decline over 1 year | -55.67% | -9.67% | -46.00% |
Max Drawdown (3Y)Largest decline over 3 years | -83.41% | -16.51% | -66.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.38% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.24% | — |
Current DrawdownCurrent decline from peak | -95.81% | -2.80% | -93.01% |
Average DrawdownAverage peak-to-trough decline | -81.81% | -7.00% | -74.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.96% | 2.23% | +27.73% |
Volatility
SHFSW vs. VT - Volatility Comparison
SHF Holdings Inc (SHFSW) has a higher volatility of 51.62% compared to Vanguard Total World Stock ETF (VT) at 5.65%. This indicates that SHFSW's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHFSW | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 51.62% | 5.65% | +45.97% |
Volatility (6M)Calculated over the trailing 6-month period | 92.20% | 11.32% | +80.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 223.56% | 13.58% | +209.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 230.39% | 16.19% | +214.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 230.39% | 17.20% | +213.19% |
Dividends
SHFSW vs. VT - Dividend Comparison
SHFSW has not paid dividends to shareholders, while VT's dividend yield for the trailing twelve months is around 1.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHFSW SHF Holdings Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.61% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Frequently Asked Questions
SHFSW and VT 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.
SHFSW has higher volatility (51.62%) compared to VT (5.65%). In terms of maximum drawdown, SHFSW dropped -97.54% vs VT's -50.27%.
VT currently has the higher Sharpe Ratio (1.91 vs 0.05), 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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