SGOV vs. SHV - ETF Comparison
SGOV - iShares 0-3 Month Treasury Bond ETF
The iShares 0-3 Month Treasury Bond ETF is an ultra-short term bond fund that tracks the ICE 0-3 Month US Treasury Bill Index, providing investors with low-risk exposure to the US government bond market.
SHV - iShares Short Treasury Bond ETF
The iShares Short Treasury Bond ETF provides exposure to the ultrashort end of the U.S. Treasury securities maturity curve, offering a low-risk investment option with a focus on capital preservation. It tracks the ICE BofA Short US Treasury Securities index, investing in high-quality, short-term government bonds with maturities between one and twelve months.
| SGOV | SHV | |
|---|---|---|
| Fund Name | iShares 0-3 Month Treasury Bond ETF | iShares Short Treasury Bond ETF |
| Fund Provider | BlackRock | BlackRock |
| Index | ICE 0-3 Month US Treasury Bill Index | ICE BofA Short US Treasury Securities |
| Asset Class | Bonds | Bonds |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.15% |
| Inception Date | 2020-05-26 | 2007-01-05 |
| Number Of Holdings | 19 | 40 |
| Currency | USD | USD |
| Region | United States | United States |
| Sector | Financials | Financials |
| Sector Detail | Government Bonds | Government Bonds |
| Bond Type | Government Bonds | Government Bonds |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.