SHV vs SHY: Holdings Overlap
SHViShares 0-1 Year Treasury Bond ETF
iShares · 13 holdings · $20.6B · as of 2026-05-31
SHYiShares 1-3 Year Treasury Bond ETF
iShares · 89 holdings · $25.2B · as of 2026-05-31
How similar are SHV and SHY?
iShares 0-1 Year Treasury Bond ETF (SHV, by iShares) holds 13 positions; iShares 1-3 Year Treasury Bond ETF (SHY, by iShares) holds 89. They have 1 holdings in common, and by portfolio weight the two funds are 1.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1SHV holds 13 · SHY holds 89
- Weight in Shared Holdings
- SHV 1%·SHY 2%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in SHV
12 of 13 positions (13.2% of the fund) are not held by SHY.
- U.S. Treasury Notes2.42%
- U.S. Treasury Notes1.75%
- U.S. Treasury Notes1.40%
- U.S. Treasury Notes1.21%
- U.S. Treasury Notes1.21%
- U.S. Treasury Notes1.18%
Only in SHY
88 of 89 positions (97.2% of the fund) are not held by SHV. Showing the top 30 by weight.
- U.S. Treasury Notes1.96%
- U.S. Treasury Notes1.71%
- U.S. Treasury Notes1.60%
- U.S. Treasury Notes1.60%
- U.S. Treasury Notes1.52%
- U.S. Treasury Notes1.48%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| SHV | +0.3% | +2.1% | +3.8% | +4.6% | +3.5% | +2.3% | 3.74% |
| SHY | +0.4% | +1.0% | +2.8% | +4.2% | +1.8% | +1.7% | 3.63% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in SHV vs SHY →
Shared Holdings(1)
| U.S. Treasury Notes | 0.97% | 1.84% | 0.97% |
|---|
Frequently Asked Questions
How much do SHV and SHY overlap?
SHV and SHY overlap by 1.0% of portfolio weight. They share 1 holdings (SHV holds 13 positions and SHY holds 89), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SHV and SHY?
The two portfolios are 1.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of SHV and SHY?
The largest positions held by both funds are U.S. Treasury Notes. Together the top 1 shared positions account for 100% of the total overlap.
What does SHV own that SHY doesn't?
12 positions (13.2% of SHV) are unique to SHV, led by U.S. Treasury Notes, U.S. Treasury Notes and U.S. Treasury Notes. In the other direction, 88 positions (97.2% of SHY) are unique to SHY.