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SHV
-0.03 · -0.02%
$110.25 · NASDAQ

iShares Trust (SHV) ETF Analysis | Ultrashort Bond

iShares · United States
AUM:$20.2B
#– of – in Ultrashort Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

SHV returned +4.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is SHV?

The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in U. Treasury securities that BFA believes will help the fund track the underlying index.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
SHV returned 4.0% over the past year.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 8.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$20.2B
Expense Ratio0.15%
Dividend Yield4.08%
Holdings1
Inception DateJan 2007
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.02
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.5%
1Y
+2.5%
3Y
+12.8%
5Y
+17.4%
OpenBook InsightIf you had invested £10,000 in SHV 5 years ago, it would have grown to £11,735 — a gain of £1,735.

Annual Returns

Calendar year performance

SHV delivered positive returns in 5 of the last 5 calendar years.
YearSHV
2026 YTD+1.1%
2025+4.2%
2024+5.1%
2023+5.0%
2022+1.0%
CAGR 4yr+3.8%
5/5 positive yearsAvg return: +3.3%Worst year: +1.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
0.9%
Low
Momentum
+0.1%
30-day change
Support Level
110.08
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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