Which returned more over the last year, IBTJ or SHY?

In the year to Oct 28, 2026, with distributions reinvested, IBTJ returned +0.5% and SHY +1.6%.

Which is cheaper, IBTJ or SHY?

IBTJ is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IBTJ vs SHY: Differences, Returns & Fees

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IBTJ's duration was 2.6 years on Jul 31, 2026 and SHY's 1.8 on Aug 31, 2026; IBTJ charges 0.07% to SHY's 0.15%.

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Net assets on Oct 27, 2026: $1.5bn for iShares iBonds Dec 2029 Term Treasury ETF and $27.4bn for iShares 1-3 Year Treasury Bond ETF.

IBTJ on its own →SHY on its own →

At a glance

+0.5%

IBTJ total return, 1 year

+1.6%

SHY total return, 1 year

0.07%

IBTJ expense ratio

0.15%

SHY expense ratio

Pair scorecard

IBTJ costs 0.08 points a year less; their one-year returns differ by 1.1 points; SHY is 18.3 times larger.

IBTJ vs SHY: Differences, Returns & Fees
Measure	IBTJ	SHY
Return
Measure	IBTJ	SHY
Total return, 1 year	+0.5%	+1.6%
Drawdown
Measure	IBTJ	SHY
Below its high	6.2%, high on Aug 4, 2020
Benchmark
Measure	IBTJ	SHY
What it tracks	ICE 2029 Maturity US Treasury Index	ICE U.S. Treasury 1-3 Year Bond Index
Cost and size
Measure	IBTJ	SHY
Expense ratio	0.07%	0.15%
Net assets, as of Oct 27, 2026	$1.5bn	$27.4bn
Holdings
Measure	IBTJ	SHY
Holdings in common	23%

Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method

Risk and return

Mar 6, 2020 to Oct 23, 2026 · 346 weekly returns

IBTJ SHY

Return

Total return edge SHY −3.5% +10.5%

Annualized edge SHY −0.5% +1.5%

Price return edge SHY −18.8% −5.5%

Risk

Volatility edge SHY 5.2% 1.6%

Max drawdown edge SHY −19.6% −5.6%

Risk-adjusted

Sharpe edge IBTJ −0.65 −0.89

Sortino edge IBTJ −0.87 −1.21

Calmar edge SHY −0.03 0.27

Reading

SHY returned more: +10.5% to −3.5%. SHY swung less: 1.6% to 5.2%. SHY fell less at its worst: −5.6% to −19.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IBTJ vs SHY: Differences, Returns & Fees
Measure	IBTJ	SHY	Edge	How it is measured
Return
Total return	−3.5%	+10.5%	SHY	Price change plus distributions, reinvested.
Annualized	−0.5%	+1.5%	SHY	Total return as a yearly rate.
Price return	−18.8%	−5.5%	SHY	Price change alone, distributions left out.
Risk
Volatility	5.2%	1.6%	SHY	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	3.9%	1.2%	SHY	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−19.6%	−5.6%	SHY	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	−0.65	−0.89	IBTJ	Return above Treasury bills per unit of volatility.
Sortino	−0.87	−1.21	IBTJ	Return above Treasury bills per unit of downside deviation.
Calmar	−0.03	0.27	SHY	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 346 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

23%

By the books each fund has filed, IBTJ and SHY hold 23% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.

50%

0 half 100%

half

23% in common

Positions both hold · largest shared weight first IBTJ SHY

U.S. Treasury Notes, due Apr 30, 2029 4.10% 1.51%

U.S. Treasury Notes, due May 31, 2029 4.02% 1.49%

U.S. Treasury Notes, due Jun 30, 2029 4.05% 1.47%

U.S. Treasury Notes, due Mar 31, 2029 3.88% 1.35%

U.S. Treasury Notes, due Jul 31, 2029 4.02% 1.30%

U.S. Treasury Notes, due Feb 28, 2029 3.70% 1.29%

U.S. Treasury Notes, due Jan 31, 2029 3.51% 1.24%

U.S. Treasury Notes, due Feb 15, 2029 3.31% 1.16%

U.S. Treasury Notes, due Mar 15, 2029 3.20% 1.07%

U.S. Treasury Notes, due Jan 31, 2029 2.87% 1.02%

U.S. Treasury Notes, due Jun 15, 2029 3.32% 1.00%

U.S. Treasury Notes, due Apr 15, 2029 3.34% 0.99%

Only in one fund ↓

Only in IBTJ

U.S. Treasury Notes, due Nov 30, 2029 4.07%

U.S. Treasury Notes, due Oct 31, 2029 4.03%

U.S. Treasury Notes, due Aug 31, 2029 3.99%

U.S. Treasury Notes, due Sep 30, 2029 3.97%

U.S. Treasury Notes, due Aug 15, 2029 2.45%

U.S. Treasury Notes, due Sep 30, 2029 2.05%

U.S. Treasury Notes, due Aug 31, 2029 2.03%

U.S. Treasury Notes, due Oct 31, 2029 2.01%

Only in SHY

U.S. Treasury Notes, due Apr 30, 2028 1.97%

U.S. Treasury Notes, due Jan 31, 2028 1.71%

U.S. Treasury Notes, due Jun 30, 2028 1.61%

U.S. Treasury Notes, due Aug 15, 2027 1.48%

U.S. Treasury Notes, due Feb 15, 2028 1.40%

U.S. Treasury Notes, due Sep 15, 2027 1.39%

U.S. Treasury Notes, due Oct 15, 2027 1.39%

U.S. Treasury Notes, due Sep 30, 2028 1.39%

Check overlap with more funds →

Side by side

IBTJ iShares iBonds Dec 2029 Term Treasury ETF SHY iShares 1-3 Year Treasury Bond ETF

Where it sits Bond ETF Bond ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index of 1-3 Year Treasury Bond

Total return, 1 year +0.5% +1.6%

Its benchmark over the same days not measured +1.7% (BBSB)

Gap to its benchmark not measured −0.1 pts vs BBSB

Expense ratio 0.07% 0.15%

Holdings 37 90

Net assets, as of Oct 27, 2026 $1.5bn $27.4bn

IBTJ and SHY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-EAE348FF86

IBTJ and SHY are built for the same job. How do they differ in cost, holdings and results?

What each follows. IBTJ follows ICE 2029 Maturity US Treasury Index and SHY follows ICE U.S. Treasury 1-3 Year Bond Index.
Holdings in common. 23% of the weight is in the same securities (holdings dated Jul 31, 2026 and Aug 31, 2026).
Size. IBTJ has $1.5bn in net assets and SHY $27.4bn (net assets, as of Oct 27, 2026); SHY is 18.3 times larger.

Data as of Oct 28, 2026.

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About each fund

IBTJ

IBTJ tracks an index. Over the year to Oct 28, 2026 it returned +0.5% with distributions reinvested. The prospectus expense ratio is 0.07% a year. It sat 6.2% below its high of Aug 4, 2020 on Oct 28, 2026.

SHY

SHY tracks an index of 1-3 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +1.6% with distributions reinvested, against +1.7% for its benchmark, the ICE U.S. Treasury 1-3 Year Bond Index. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, IBTJ or SHY?: In the year to Oct 28, 2026, with distributions reinvested, IBTJ returned +0.5% and SHY +1.6%.
Which is cheaper, IBTJ or SHY?: IBTJ is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

IBTJ vs VGSH IBTJ vs SCHO IBTJ vs IBTK IBTJ vs IEI SHY vs VGSH IBTK vs SHY SHY vs SPTS IEI vs SHY

Where to next

IBTJ on its own →SHY on its own →Hold both: look the portfolio through →Rankings →IBTJ dividend history →IBTJ holdings →SHY dividend history →SHY holdings →Standards and sources →

Sources and dates

IBTJ and SHY filings on SEC EDGAR ↗

IBTJ prospectus with the expense ratio (SEC) ↗

iShares page for IBTJ ↗

SHY prospectus with the expense ratio (SEC) ↗

iShares page for SHY ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IBTJ against SHY, data as of Oct 28, 2026. https://etfiq.com/compare/any/ibtj-vs-shy

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.