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WOOD vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WOOD vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Timber & Forestry ETF (WOOD) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WOOD achieves a -6.95% return, which is significantly lower than SGOV's 1.51% return.


WOOD

1D
-0.73%
1M
-0.81%
YTD
-6.95%
6M
-3.23%
1Y
-6.85%
3Y*
-0.20%
5Y*
-3.93%
10Y*
5.20%

SGOV

1D
0.01%
1M
0.29%
YTD
1.51%
6M
1.80%
1Y
3.95%
3Y*
4.72%
5Y*
3.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WOOD vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
WOOD
iShares Global Timber & Forestry ETF
-6.95%-3.27%-4.21%13.84%-19.39%17.03%48.29%
SGOV
iShares 0-3 Month Treasury Bond ETF
1.51%4.24%5.27%5.12%1.58%0.04%0.05%

Correlation

The correlation between WOOD and SGOV is -0.08, 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

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

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

-0.01

Correlation (All Time)
Calculated using the full available price history since May 29, 2020

-0.04

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Return for Risk

WOOD vs. SGOV — Risk / Return Rank

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

WOOD
WOOD Risk / Return Rank: 55
Overall Rank
WOOD Sharpe Ratio Rank: 55
Sharpe Ratio Rank
WOOD Sortino Ratio Rank: 55
Sortino Ratio Rank
WOOD Omega Ratio Rank: 55
Omega Ratio Rank
WOOD Calmar Ratio Rank: 66
Calmar Ratio Rank
WOOD Martin Ratio Rank: 55
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
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.

WOOD vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Timber & Forestry ETF (WOOD) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


WOODSGOVDifference
Sharpe ratioReturn per unit of total volatility

-20.65

Sortino ratioReturn per unit of downside risk

-276.09

Omega ratioGain probability vs. loss probability

0.95

195.55

-194.60

Calmar ratioReturn relative to maximum drawdown

-0.32

398.20

-398.52

Martin ratioReturn relative to average drawdown

-0.74

4,462.00

-4,462.74

WOOD vs. SGOV - Sharpe Ratio Comparison

The current WOOD Sharpe Ratio is -0.37, which is lower than the SGOV Sharpe Ratio of 20.28. The chart below compares the historical Sharpe Ratios of WOOD and SGOV, 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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Sharpe Ratios by Period


WOODSGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.37

20.28

-20.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.20

14.73

-14.93

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

12.48

-12.33

Drawdowns

WOOD vs. SGOV - Drawdown Comparison

The maximum WOOD drawdown since its inception was -63.25%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for WOOD and SGOV.


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Drawdown Indicators


WOODSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-63.25%

-0.03%

-63.22%

Max Drawdown (1Y)

Largest decline over 1 year

-21.64%

-0.01%

-21.63%

Max Drawdown (3Y)

Largest decline over 3 years

-22.79%

-0.01%

-22.78%

Max Drawdown (5Y)

Largest decline over 5 years

-30.71%

-0.03%

-30.68%

Max Drawdown (10Y)

Largest decline over 10 years

-50.20%

Current Drawdown

Current decline from peak

-24.31%

0.00%

-24.31%

Average Drawdown

Average peak-to-trough decline

-14.76%

-0.00%

-14.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.27%

0.00%

+9.27%

Volatility

WOOD vs. SGOV - Volatility Comparison

iShares Global Timber & Forestry ETF (WOOD) has a higher volatility of 5.70% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that WOOD's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WOODSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.70%

0.05%

+5.65%

Volatility (6M)

Calculated over the trailing 6-month period

13.96%

0.13%

+13.83%

Volatility (1Y)

Calculated over the trailing 1-year period

18.70%

0.20%

+18.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.72%

0.24%

+19.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.87%

0.24%

+21.63%

WOOD vs. SGOV - Expense Ratio Comparison

WOOD has a 0.46% expense ratio, which is higher than SGOV's 0.09% expense ratio.


Dividends

WOOD vs. SGOV - Dividend Comparison

WOOD's dividend yield for the trailing twelve months is around 2.69%, less than SGOV's 3.86% yield.


PositionTTM20252024202320222021202020192018201720162015
SGOV
iShares 0-3 Month Treasury Bond ETF
3.86%4.10%5.10%4.87%1.45%0.03%0.05%0.00%0.00%0.00%0.00%0.00%
WOOD
iShares Global Timber & Forestry ETF
2.69%2.51%2.09%1.64%2.26%1.24%0.98%1.85%2.82%1.19%1.65%2.04%

Frequently Asked Questions


WOOD and SGOV have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WOOD has higher volatility (5.70%) compared to SGOV (0.05%). In terms of maximum drawdown, WOOD dropped -63.25% vs SGOV's -0.03%.

On 5-year performance, SGOV leads with 3.54% vs -3.93% for WOOD. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV 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 5-year period, SGOV has performed better with a 3.54% return vs -3.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV is cheaper with a 0.09% expense ratio, compared with 0.46% for WOOD.

SGOV has the higher dividend yield at 3.86%, compared with 2.69% for WOOD.

WOOD is categorized as Materials, while SGOV is Ultrashort Bond. WOOD tracks S&P Global Timber & Forestry Index, while SGOV tracks ICE 0-3 Month US Treasury Securities Index. Their fees differ too: 0.46% for WOOD and 0.09% for SGOV.

SGOV currently has the higher Sharpe Ratio (20.28 vs -0.37), 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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