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

In the year to Sep 13, 2026, with distributions reinvested, IWB returned +16.7% and SHV returned +3.6%, so IWB returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IWB or SHV?

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

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWB vs SHV: how they differ

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

iShares Russell 1000 ETF and iShares 0-1 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, IWB 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 IWB	Only in SHV
NVIDIA 7.26%	BLK CSH FND TREASURY SL AGENCY 1.04%
APPLE 6.73%	TREASURY NOTE 0.47%
MICROSOFT 5.21%	TREASURY BILL 0.06%
AMAZON.COM INC 3.49%
ALPHABET CLASS A 2.77%
BROADCOM INC 2.40%
ALPHABET CLASS C 2.24%
META PLATFORMS CLASS A 2.02%

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 Sep 10, 2026.

IWB and SHV on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	IWB iShares Russell 1000 ETF	SHV iShares 0-1 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	Russell 1000	0-1 Year Treasury Bond
Total return, 1 year	+16.7%	+3.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−0.8 pts	−13.9 pts
Expense ratio	0.15%	0.15%
Holdings	945	66

IWB in plain words

IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% 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. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 945 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.

Questions people ask

Which returned more over the last year, IWB or SHV?: In the year to Sep 13, 2026, with distributions reinvested, IWB returned +16.7% and SHV returned +3.6%, so IWB returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWB or SHV?: IWB charges 0.15% a year and SHV charges 0.15%, so IWB is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

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.

IWB against SHV, ETFIQ, data as of Sep 13, 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, IWB against SHV, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwb-vs-shv Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources