SHV vs YEAR: Differences, Returns & Fees
On May 31, 2026 SHV's duration was 0.3 years and YEAR's 0.9; SHV charges 0.15% to YEAR's 0.25%. Net assets: $23.5bn on Oct 20, 2026 for iShares 0-1 Year Treasury Bond ETF, and $1.6bn on Oct 19, 2026 for AB Ultra Short Income ETF.
SHV costs 0.10 points a year less; their one-year returns differ by 0.8 points; SHV is 14.8 times larger.
| SHV | YEAR | |
|---|---|---|
| Expense ratio | 0.15% | 0.25% |
| Net assets, as of Oct 19, 2026 | $23.5bn | $1.6bn |
| Total return, 1 year | +3.6% | +2.8% |
| What it tracks | ICE Short US Treasury Securities Index | No index, actively managed |
| Holdings in common | 0% | |
Holdings in common uses holdings dated May 31, 2026.
SHV and YEAR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. SHV follows ICE Short US Treasury Securities Index and YEAR follows No index, actively managed.
- Holdings in common. 0% of the weight is in the same securities (holdings dated May 31, 2026).
- Cost. SHV charges 0.15% of assets a year and YEAR 0.25%, a gap of 0.10 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, SHV and YEAR hold 0% of their money in the same securities at the same weight. Holdings dated May 31, 2026.
half
0% in common
On the same fields
SHV and YEAR on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About SHV
SHV tracks an index of 0-1 Year Treasury Bond. Over the year to Oct 20, 2026 it returned +3.6% with distributions reinvested. The prospectus expense ratio is 0.15% a year.
About YEAR
YEAR is actively managed and tracks no index. Over the year to Oct 20, 2026 it returned +2.8% with distributions reinvested, against −1.9% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.25% a year.
Questions people ask
- Which returned more over the last year, SHV or YEAR?
- In the year to Oct 20, 2026, with distributions reinvested, SHV returned +3.6% and YEAR +2.8%.
- Which is cheaper, SHV or YEAR?
- SHV is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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, SHV against YEAR, data as of Oct 20, 2026. https://etfiq.com/compare/any/shv-vs-year
ETFIQ. (Oct 20, 2026). SHV against YEAR. Retrieved from https://etfiq.com/compare/any/shv-vs-year
[SHV against YEAR (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/shv-vs-year)
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