SMR vs. SHV
SMR (Nuscale Power Corp) is a stock, while SHV (iShares 0-1 Year Treasury Bond ETF) is Government Bonds fund tracking the ICE Short US Treasury Securities Index. Over the past 5 years, SMR returned 4.24%/yr vs 3.31%/yr for SHV. At a correlation of -0.04, they often move in opposite directions.
Performance
SMR vs. SHV - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -13.41% return, which is significantly lower than SHV's 1.42% return.
SMR
- 1D
- -12.04%
- 1M
- 0.74%
- YTD
- -13.41%
- 6M
- -39.08%
- 1Y
- -61.40%
- 3Y*
- 16.95%
- 5Y*
- 4.24%
- 10Y*
- —
SHV
- 1D
- 0.00%
- 1M
- 0.27%
- YTD
- 1.42%
- 6M
- 1.75%
- 1Y
- 3.90%
- 3Y*
- 4.64%
- 5Y*
- 3.31%
- 10Y*
- 2.23%
SMR vs. SHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMR Nuscale Power Corp | -13.41% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.71% |
SHV iShares 0-1 Year Treasury Bond ETF | 1.42% | 4.21% | 5.12% | 5.04% | 0.94% | -0.10% | 0.01% |
Correlation
The correlation between SMR and SHV is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2020 | -0.04 |
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Return for Risk
SMR vs. SHV — Risk / Return Rank
SMR
SHV
SMR vs. SHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuscale Power Corp (SMR) 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.
| SMR | SHV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -20.08 | ||
| Sortino ratioReturn per unit of downside risk | -150.15 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 53.77 | -52.83 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 431.38 | -432.13 |
| Martin ratioReturn relative to average drawdown | -1.10 | 2,419.80 | -2,420.90 |
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
| SMR | SHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | 19.49 | -20.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 11.56 | -11.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 8.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 4.50 | -4.45 |
Drawdowns
SMR vs. SHV - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than SHV's maximum drawdown of -0.45%. Use the drawdown chart below to compare losses from any high point for SMR and SHV.
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Drawdown Indicators
| SMR | SHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -0.45% | -87.02% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -0.01% | -82.85% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -0.03% | -82.83% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -0.40% | -87.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.45% | — |
Current DrawdownCurrent decline from peak | -77.04% | 0.00% | -77.04% |
Average DrawdownAverage peak-to-trough decline | -34.87% | -0.03% | -34.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.79% | 0.00% | +55.79% |
Volatility
SMR vs. SHV - Volatility Comparison
Nuscale Power Corp (SMR) has a higher volatility of 30.10% compared to iShares 0-1 Year Treasury Bond ETF (SHV) at 0.05%. This indicates that SMR'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
| SMR | SHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 30.10% | 0.05% | +30.05% |
Volatility (6M)Calculated over the trailing 6-month period | 69.57% | 0.12% | +69.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 103.97% | 0.20% | +103.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.22% | 0.29% | +92.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.27% | 0.28% | +88.99% |
Dividends
SMR vs. SHV - Dividend Comparison
SMR has not paid dividends to shareholders, while SHV's dividend yield for the trailing twelve months is around 3.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SMR Nuscale Power Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMR and SHV have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (30.10%) compared to SHV (0.05%). In terms of maximum drawdown, SMR dropped -87.47% vs SHV's -0.45%.
SHV currently has the higher Sharpe Ratio (19.49 vs -0.59), 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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