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SHV vs. META
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SHV vs. META

Last updated Jun 20, 2026

SHV (iShares 0-1 Year Treasury Bond ETF) is Government Bonds fund tracking the ICE Short US Treasury Securities Index, while META (Meta Platforms, Inc.) is a stock. Over the past 10 years, SHV returned 2.24%/yr vs 17.78%/yr for META. At a correlation of -0.02, they often move in opposite directions.

Performance

SHV vs. META - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-1 Year Treasury Bond ETF (SHV) and Meta Platforms, Inc. (META). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHV achieves a 1.59% return, which is significantly higher than META's -12.40% return. Over the past 10 years, SHV has underperformed META with an annualized return of 2.24%, while META has yielded a comparatively higher 17.78% annualized return.

SHV

1D
0.05%
1M
0.27%
YTD
1.59%
6M
1.71%
1Y
3.84%
3Y*
4.62%
5Y*
3.35%
10Y*
2.24%

META

1D
1.70%
1M
-4.88%
YTD
-12.40%
6M
-12.22%
1Y
-15.13%
3Y*
27.49%
5Y*
12.05%
10Y*
17.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHV vs. META - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SHV
iShares 0-1 Year Treasury Bond ETF		1.59%4.21%5.12%5.04%0.94%-0.10%0.81%2.36%1.72%0.67%
META
Meta Platforms, Inc.		-12.40%13.09%66.05%194.13%-64.22%23.13%33.09%56.57%-25.71%53.38%

Correlation

The correlation between SHV and META 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

0.03

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

0.03

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

-0.02

Correlation (All Time)
Calculated using the full available price history since May 18, 2012

-0.02

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares 0-1 Year Treasury Bond ETF

Meta Platforms, Inc.

Often compared with SHV:
SHV vs. BILSHV vs. VGSHSHV vs. SHYSHV vs. SWVXXSHV vs. SCHOSHV vs. TFLOSHV vs. SGOV
Often compared with META:
META vs. MSFTMETA vs. GOOGMETA vs. AMZNMETA vs. AAPLMETA vs. TSLAMETA vs. SPYMETA vs. NVDA

Return for Risk

SHV vs. META — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SHV
SHV Risk / Return Rank: 100100
Overall Rank
SHV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SHV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SHV Omega Ratio Rank: 100100
Omega Ratio Rank
SHV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SHV Martin Ratio Rank: 100100
Martin Ratio Rank
META
META Risk / Return Rank: 2222
Overall Rank
META Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
META Sortino Ratio Rank: 2121
Sortino Ratio Rank
META Omega Ratio Rank: 2121
Omega Ratio Rank
META Calmar Ratio Rank: 2525
Calmar Ratio Rank
META Martin Ratio Rank: 2020
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.

SHV vs. META - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-1 Year Treasury Bond ETF (SHV) and Meta Platforms, Inc. (META). 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.

SHVMETADifference
Sharpe ratioReturn per unit of total volatility
18.81
-0.47

+19.28

Sortino ratioReturn per unit of downside risk
102.07
-0.47

+102.53

Omega ratioGain probability vs. loss probability

39.19

0.94

+38.25

Calmar ratioReturn relative to maximum drawdown

143.22

-0.51

+143.72

Martin ratioReturn relative to average drawdown

1,651.41

-1.03

+1,652.43

SHV vs. META - Sharpe Ratio Comparison

The current SHV Sharpe Ratio is 18.81, which is higher than the META Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of SHV and META, 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

SHV vs. META - Drawdown Comparison

The maximum SHV drawdown since its inception was -0.45%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for SHV and META.

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Drawdown Indicators

SHVMETADifference

Max Drawdown

Largest peak-to-trough decline

-0.45%

-76.74%

+76.29%

Max Drawdown (1Y)

Largest decline over 1 year

-0.03%

-33.30%

+33.27%

Max Drawdown (3Y)

Largest decline over 3 years

-0.03%

-34.15%

+34.12%

Max Drawdown (5Y)

Largest decline over 5 years

-0.39%

-76.74%

+76.35%

Max Drawdown (10Y)

Largest decline over 10 years

-0.45%

-76.74%

+76.29%

Current Drawdown

Current decline from peak

0.00%

-26.69%

+26.69%

Average Drawdown

Average peak-to-trough decline

-0.03%

-15.84%

+15.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

16.38%

-16.38%

Volatility

SHV vs. META - Volatility Comparison

The current volatility for iShares 0-1 Year Treasury Bond ETF (SHV) is 0.07%, while Meta Platforms, Inc. (META) has a volatility of 12.77%. This indicates that SHV experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SHVMETADifference

Volatility (1M)

Calculated over the trailing 1-month period

0.07%

12.77%

-12.70%

Volatility (6M)

Calculated over the trailing 6-month period

0.13%

27.88%

-27.75%

Volatility (1Y)

Calculated over the trailing 1-year period

0.21%

36.16%

-35.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.29%

44.16%

-43.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.28%

38.74%

-38.46%

Dividends

SHV vs. META - Dividend Comparison

SHV's dividend yield for the trailing twelve months is around 3.83%, more than META's 0.36% yield.

PositionTTM20252024202320222021202020192018201720162015
META
Meta Platforms, Inc.		0.36%0.32%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

SHV and META 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.

META has higher volatility (12.77%) compared to SHV (0.07%). In terms of maximum drawdown, SHV dropped -0.45% vs META's -76.74%.

SHV currently has the higher Sharpe Ratio (18.81 vs -0.47), 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.

Portfolio Optimizer

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