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SHY vs. GGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SHY vs. GGOV - Performance Comparison

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

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Returns By Period

In the year-to-date period, SHY achieves a 0.43% return, which is significantly lower than GGOV's 2.30% return.


SHY

1D
-0.05%
1M
0.08%
YTD
0.43%
6M
0.69%
1Y
3.32%
3Y*
4.03%
5Y*
1.71%
10Y*
1.65%

GGOV

1D
-0.16%
1M
0.60%
YTD
2.30%
6M
-1.11%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHY vs. GGOV - Yearly Performance Comparison


Correlation

The correlation between SHY and GGOV is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 27, 2025

0.56

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Return for Risk

SHY vs. GGOV — Risk / Return Rank

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

SHY
SHY Risk / Return Rank: 7979
Overall Rank
SHY Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
SHY Sortino Ratio Rank: 8888
Sortino Ratio Rank
SHY Omega Ratio Rank: 8282
Omega Ratio Rank
SHY Calmar Ratio Rank: 7373
Calmar Ratio Rank
SHY Martin Ratio Rank: 7777
Martin Ratio Rank

GGOV
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.

SHY vs. GGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 1-3 Year Treasury Bond ETF (SHY) and iShares Global Government Bond USD Hedged Active ETF (GGOV). 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.


SHYGGOVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.51

Calmar ratioReturn relative to maximum drawdown

3.75

Martin ratioReturn relative to average drawdown

15.21

SHY vs. GGOV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SHYGGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.06

Sharpe Ratio (All Time)

Calculated using the full available price history

1.28

-0.11

+1.40

Drawdowns

SHY vs. GGOV - Drawdown Comparison

The maximum SHY drawdown since its inception was -5.71%, which is greater than GGOV's maximum drawdown of -4.69%. Use the drawdown chart below to compare losses from any high point for SHY and GGOV.


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Drawdown Indicators


SHYGGOVDifference

Max Drawdown

Largest peak-to-trough decline

-5.71%

-4.69%

-1.02%

Max Drawdown (1Y)

Largest decline over 1 year

-0.89%

Max Drawdown (3Y)

Largest decline over 3 years

-0.97%

Max Drawdown (5Y)

Largest decline over 5 years

-5.71%

Max Drawdown (10Y)

Largest decline over 10 years

-5.71%

Current Drawdown

Current decline from peak

-0.31%

-1.50%

+1.19%

Average Drawdown

Average peak-to-trough decline

-0.52%

-1.59%

+1.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.22%

Volatility

SHY vs. GGOV - Volatility Comparison


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Volatility by Period


SHYGGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.35%

Volatility (6M)

Calculated over the trailing 6-month period

0.92%

Volatility (1Y)

Calculated over the trailing 1-year period

1.34%

5.38%

-4.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.98%

5.38%

-3.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.57%

5.38%

-3.81%

SHY vs. GGOV - Expense Ratio Comparison

SHY has a 0.15% expense ratio, which is lower than GGOV's 0.39% expense ratio.


Dividends

SHY vs. GGOV - Dividend Comparison

SHY's dividend yield for the trailing twelve months is around 3.68%, while GGOV has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
GGOV
iShares Global Government Bond USD Hedged Active ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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


SHY and GGOV have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SHY is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SHY is cheaper with a 0.15% expense ratio, compared with 0.39% for GGOV.

SHY has the higher dividend yield at 3.68%, compared with 0.00% for GGOV.

SHY is categorized as Government Bonds, while GGOV is Global Bonds. Their fees differ too: 0.15% for SHY and 0.39% for GGOV.

Portfolio Optimizer

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