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

In the year to Oct 28, 2026, with distributions reinvested, IBTK returned −0.6% and SHY +1.6%.

Which is cheaper, IBTK or SHY?

IBTK 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

IBTK vs SHY: Differences, Returns & Fees

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IBTK's duration was 3.6 years on Jul 31, 2026 and SHY's 1.8 on Aug 31, 2026; IBTK charges 0.07% to SHY's 0.15%.

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Net assets on Oct 27, 2026: $1.2bn for iShares iBonds Dec 2030 Term Treasury ETF and $27.4bn for iShares 1-3 Year Treasury Bond ETF.

IBTK on its own →SHY on its own →

At a glance

−0.6%

IBTK total return, 1 year

+1.6%

SHY total return, 1 year

0.07%

IBTK expense ratio

0.15%

SHY expense ratio

Pair scorecard

IBTK costs 0.08 points a year less; their one-year returns differ by 2.2 points; SHY is far larger, $27.4bn against $1.2bn.

IBTK vs SHY: Differences, Returns & Fees
Measure	IBTK	SHY
Return
Measure	IBTK	SHY
Total return, 1 year	−0.6%	+1.6%
Drawdown
Measure	IBTK	SHY
Below its high	10.4%, high on Jul 30, 2020
Benchmark
Measure	IBTK	SHY
What it tracks	ICE 2030 Maturity US Treasury Index	ICE U.S. Treasury 1-3 Year Bond Index
Cost and size
Measure	IBTK	SHY
Expense ratio	0.07%	0.15%
Net assets, as of Oct 27, 2026	$1.2bn	$27.4bn
Holdings
Measure	IBTK	SHY
Holdings in common	0%

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

Risk and return

Jul 31, 2020 to Oct 23, 2026 · 325 weekly returns

IBTK SHY

Return

Total return edge SHY −10.3% +9.5%

Annualized edge SHY −1.7% +1.5%

Price return edge SHY −24.2% −5.9%

Risk

Volatility edge SHY 6.1% 1.7%

Max drawdown edge SHY −22.5% −5.6%

Risk-adjusted

Sharpe edge IBTK −0.78 −1.00

Sortino edge IBTK −1.03 −1.34

Calmar edge SHY −0.08 0.26

Reading

SHY returned more: +9.5% to −10.3%. SHY swung less: 1.7% to 6.1%. SHY fell less at its worst: −5.6% to −22.5%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IBTK vs SHY: Differences, Returns & Fees
Measure	IBTK	SHY	Edge	How it is measured
Return
Total return	−10.3%	+9.5%	SHY	Price change plus distributions, reinvested.
Annualized	−1.7%	+1.5%	SHY	Total return as a yearly rate.
Price return	−24.2%	−5.9%	SHY	Price change alone, distributions left out.
Risk
Volatility	6.1%	1.7%	SHY	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	4.6%	1.3%	SHY	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−22.5%	−5.6%	SHY	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	−0.78	−1.00	IBTK	Return above Treasury bills per unit of volatility.
Sortino	−1.03	−1.34	IBTK	Return above Treasury bills per unit of downside deviation.
Calmar	−0.08	0.26	SHY	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 325 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IBTK and SHY hold 0% 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

0% in common

Positions both hold · largest shared weight first IBTK SHY

Only in one fund ↓

Only in IBTK

U.S. Treasury Notes, due Feb 28, 2030 7.01%

U.S. Treasury Notes, due Nov 15, 2030 6.40%

U.S. Treasury Notes, due Aug 15, 2030 6.08%

U.S. Treasury Notes, due May 31, 2030 4.73%

U.S. Treasury Notes, due Mar 31, 2030 4.72%

U.S. Treasury Notes, due Jan 31, 2030 4.72%

U.S. Treasury Notes, due May 15, 2030 4.70%

U.S. Treasury Notes, due Jul 31, 2030 4.70%

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 Apr 30, 2029 1.51%

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

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

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

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

Check overlap with more funds →

Side by side

IBTK iShares iBonds Dec 2030 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 −0.6% +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 26 90

Net assets, as of Oct 27, 2026 $1.2bn $27.4bn

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

Client brief · page 1 of 2 Report BR-B0A3ED9177

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

What each follows. IBTK follows ICE 2030 Maturity US Treasury Index and SHY follows ICE U.S. Treasury 1-3 Year Bond Index.
Holdings in common. 0% of the weight is in the same securities (holdings dated Jul 31, 2026 and Aug 31, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IBTK returned −0.6% and SHY +1.6% with distributions reinvested, a gap of 2.2 points.

Data as of Oct 28, 2026.

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About each fund

IBTK

IBTK tracks an index. Over the year to Oct 28, 2026 it returned −0.6% with distributions reinvested. The prospectus expense ratio is 0.07% a year. It sat 10.4% below its high of Jul 30, 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, IBTK or SHY?: In the year to Oct 28, 2026, with distributions reinvested, IBTK returned −0.6% and SHY +1.6%.
Which is cheaper, IBTK or SHY?: IBTK 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

IBTK vs IEI IBTK vs SCHO IBTI vs IBTK IBTK vs VGSH SHY vs SPTS SHY vs VGSH IBTI vs SHY SCHO vs SHY

Where to next

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

Sources and dates

IBTK and SHY filings on SEC EDGAR ↗

IBTK prospectus with the expense ratio (SEC) ↗

iShares page for IBTK ↗

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

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