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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SHV +3.6%.

Which is cheaper, IJR or SHV?

IJR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IJR vs SHV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to SHV's +3.6%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $104.6bn for iShares Core S&P Small-Cap ETF and $21.7bn for iShares 0-1 Year Treasury Bond ETF.

IJR on its own →SHV on its own →

At a glance

+17.5%

IJR total return, 1 year

+3.6%

SHV total return, 1 year

0.06%

IJR expense ratio

0.15%

SHV expense ratio

Pair scorecard

IJR costs 0.09 points a year less; their one-year returns differ by 13.9 points; IJR is 4.8 times larger.

IJR vs SHV: Differences, Returns & Fees
Measure	IJR	SHV
Return
Measure	IJR	SHV
Total return, 1 year	+17.5%	+3.6%
Drawdown
Measure	IJR	SHV
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	SHV
What it tracks	S&P SmallCap 600	ICE Short US Treasury Securities Index
Cost and size
Measure	IJR	SHV
Expense ratio	0.06%	0.15%
Net assets, as of Oct 27, 2026	$104.6bn	$21.7bn
Holdings
Measure	IJR	SHV
Holdings in common	0%
In the S&P 500, by weight	0%
Top ten holdings, share of the fund	5.3%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IJR and SHV hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IJR SHV

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

Only in SHV

TREASURY BILL 4.98%

TREASURY BILL 4.17%

TREASURY BILL 3.90%

TREASURY BILL 3.72%

TREASURY BILL 3.58%

TREASURY BILL 3.48%

TREASURY BILL 3.35%

TREASURY BILL 3.31%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF SHV iShares 0-1 Year Treasury Bond ETF

Where it sits Stock ETF Bond ETF

Issuer iShares iShares

What it is Tracks the S&P SmallCap 600 Tracks an index of 0-1 Year Treasury Bond

Total return, 1 year +17.5% +3.6%

Its benchmark over the same days +17.6% (SPSM) not measured

Gap to its benchmark −0.1 pts vs SPSM not measured

Expense ratio 0.06% 0.15%

Holdings 642 66

Net assets, as of Oct 27, 2026 $104.6bn $21.7bn

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

Alert

About each fund

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

SHV

SHV tracks an index of 0-1 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +3.6% with distributions reinvested. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, IJR or SHV?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SHV +3.6%.
Which is cheaper, IJR or SHV?: IJR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

IJR vs SGOV IJR vs USFR IJR vs MINT BOXX vs IJR SHV vs VB IWM vs SHV SHV vs VTWO IJT vs SHV

Where to next

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

Sources and dates

IJR and SHV filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

SHV prospectus with the expense ratio (SEC) ↗

iShares page for SHV ↗

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, IJR against SHV, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-shv

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