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

In the year to Oct 28, 2026, with distributions reinvested, SHY returned +1.6% and SPHQ +14.1%.

Which is cheaper, SHY or SPHQ?

Neither: SHY and SPHQ both charge 0.15% a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

SHY vs SPHQ: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SHY returned +1.6% to SPHQ's +14.1%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $27.4bn for iShares 1-3 Year Treasury Bond ETF and $18.7bn for Invesco S&P 500 Quality ETF.

SHY on its own →SPHQ on its own →

At a glance

+1.6%

SHY total return, 1 year

+14.1%

SPHQ total return, 1 year

0.15%

SHY expense ratio

0.15%

SPHQ expense ratio

Pair scorecard

Both cost 0.15% a year; their one-year returns differ by 12.5 points; SHY is 1.5 times larger.

Points (pts) are percentage points.

SHY vs SPHQ: Differences, Returns & Fees
Measure	SHY	SPHQ
Return
Measure	SHY	SPHQ
Total return, 1 year	+1.6%	+14.1%
Drawdown
Measure	SHY	SPHQ
Below its high		6.4%, high on Jun 30, 2026
Benchmark
Measure	SHY	SPHQ
What it tracks	ICE U.S. Treasury 1-3 Year Bond Index	S&P 500 Quality Index
Cost and size
Measure	SHY	SPHQ
Expense ratio	0.15%	0.15%
Net assets, as of Oct 27, 2026	$27.4bn	$18.7bn
Holdings
Measure	SHY	SPHQ
Holdings in common	0%
In the S&P 500, by weight		100%
Top ten holdings, share of the fund		43.3%

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

What they share

By the books each fund has filed, SHY and SPHQ 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 SHY SPHQ

Only in one fund ↓

Only in SHY

TREASURY NOTE 2.11%

TREASURY NOTE 1.99%

TREASURY NOTE 1.83%

TREASURY NOTE 1.73%

TREASURY NOTE 1.62%

TREASURY NOTE 1.54%

TREASURY NOTE 1.51%

TREASURY NOTE 1.49%

Only in SPHQ

Mastercard Inc 6.25%

Visa Inc 6.23%

Apple Inc 5.96%

Costco Wholesale Corp 4.24%

GE Vernova Inc 3.81%

Cisco Systems Inc 3.65%

General Electric Co 3.33%

Lam Research Corp 3.32%

Check overlap with more funds →

Side by side

SHY iShares 1-3 Year Treasury Bond ETF SPHQ Invesco S&P 500 Quality ETF

Where it sits Bond ETF Stock ETF

Issuer iShares Invesco

What it is Tracks an index of 1-3 Year Treasury Bond Tracks the S&P 500 Quality

Total return, 1 year +1.6% +14.1%

Its benchmark over the same days +1.7% (BBSB) +13.7% (IVV)

Gap to its benchmark −0.1 pts vs BBSB +0.4 pts vs IVV

Expense ratio 0.15% 0.15%

Holdings 90 102

Net assets, as of Oct 27, 2026 $27.4bn $18.7bn

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

Alert

About each fund

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.

SPHQ

SPHQ tracks the S&P 500 Quality. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 43.3%. It sat 6.4% below its high of Jun 30, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, SHY or SPHQ?: In the year to Oct 28, 2026, with distributions reinvested, SHY returned +1.6% and SPHQ +14.1%.
Which is cheaper, SHY or SPHQ?: Neither: SHY and SPHQ both charge 0.15% a year. Fees come from each fund's prospectus.

Other comparisons

DFUS vs SHY DGRW vs SHY SHY vs SPMO AVUS vs SHY SPHQ vs VGSH IEI vs SPHQ SPHQ vs USHY SPHQ vs VTIP

Where to next

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

Sources and dates

SHY filings on SEC EDGAR ↗

SHY prospectus with the expense ratio (SEC) ↗

iShares page for SHY ↗

SPHQ filings on SEC EDGAR ↗

SPHQ prospectus with the expense ratio (SEC) ↗

Invesco page for SPHQ ↗

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

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