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

In the year to Sep 13, 2026, with distributions reinvested, SHY returned +1.7% and SPHQ returned +17.4%, so SPHQ returned more. One year is one year; the longer windows are in the table.

Which is cheaper, SHY or SPHQ?

SHY charges 0.15% a year and SPHQ charges 0.15%, so SHY 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

SHY vs SPHQ: how they differ

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

iShares 1-3 Year Treasury Bond ETF and Invesco S&P 500 Quality ETF.

What they hold in common

By the books each fund has filed, SHY and SPHQ 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 SHY	Only in SPHQ
USD CASH 0.88%	Mastercard Inc 5.78%
TREASURY NOTE (2OLD) 0.80%	Visa Inc 5.68%
TREASURY NOTE (OLD) 0.76%	Apple Inc 5.60%
TREASURY NOTE (OTR) 0.58%	Lam Research Corp 4.10%
BLK CSH FND TREASURY SL AGENCY 0.26%	Netflix Inc 4.00%
TREASURY NOTE 0.06%	GE Vernova Inc 3.92%
	Costco Wholesale Corp 3.85%
	General Electric Co 3.62%

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.

SHY and SPHQ on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	SHY iShares 1-3 Year Treasury Bond ETF	SPHQ Invesco S&P 500 Quality ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	Invesco
What it is	1-3 Year Treasury Bond	S&P 500 Quality
Total return, 1 year	+1.7%	+17.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−15.8 pts	−0.1 pts
Expense ratio	0.15%	0.15%
Holdings	93	100

SHY in plain words

SHY is a bond fund tracking the 1-3 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +1.7% 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.

SPHQ in plain words

SPHQ is an index equity fund tracking the S&P 500 Quality. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 43.4%. It sat 6.1% below its high of Jun 30, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, SHY or SPHQ?: In the year to Sep 13, 2026, with distributions reinvested, SHY returned +1.7% and SPHQ returned +17.4%, so SPHQ returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SHY or SPHQ?: SHY charges 0.15% a year and SPHQ charges 0.15%, so SHY is cheaper. Fees come from each fund's prospectus.

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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.

SHY against SPHQ, 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, SHY against SPHQ, data as of Sep 13, 2026. https://etfiq.com/compare/any/shy-vs-sphq Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources