Which returned more over the last year, DFUS or SHV?

In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and SHV returned +3.6%, so DFUS returned more. One year is one year; the longer windows are in the table.

Which is cheaper, DFUS or SHV?

DFUS charges 0.09% a year and SHV charges 0.15%, so DFUS is cheaper. Fees come from each fund's prospectus.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DFUS vs SHV: how they differ

DFUS and SHV hold 0% of their weight in the same names, and DFUS returned more over the year.

Dimensional U.S. Equity Market ETF and iShares 0-1 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, DFUS and SHV hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in DFUS	Only in SHV
NVIDIA CORPORATION 6.97%	United States of America 17.17%
APPLE INC. 5.86%	United States of America 12.38%
MICROSOFT CORPORATION 4.52%	United States of America 9.88%
AMAZON.COM, INC. 3.84%	United States of America 8.60%
ALPHABET INC. 3.31%	United States of America 8.55%
BROADCOM INC. 2.90%	United States of America 8.38%
ALPHABET INC. 2.74%	United States of America 6.85%
META PLATFORMS, INC. 2.01%	United States of America 6.81%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

DFUS and SHV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	DFUS Dimensional U.S. Equity Market ETF	SHV iShares 0-1 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	Dimensional	iShares
What it is	U.S. Equity Market	0-1 Year Treasury Bond
Total return, 1 year	+17.5%	+3.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	0.0 pts	−13.9 pts
Expense ratio	0.09%	0.15%
Holdings	2231	13

DFUS in plain words

DFUS is an index equity fund tracking the U.S. Equity Market. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Apr 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 2231 positions, with the top ten at 35.2%.

SHV in plain words

SHV is a bond fund tracking the 0-1 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +3.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, DFUS or SHV?: In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and SHV returned +3.6%, so DFUS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DFUS or SHV?: DFUS charges 0.09% a year and SHV charges 0.15%, so DFUS is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DFUS against SHV, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DFUS against SHV, data as of Sep 12, 2026. https://etfiq.com/compare/any/DFUS-SHV Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources