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SHY
SHY
iShares 1-3 Year Treasury Bond ETF
7월 28일 1:04 PM ET (한국 7/29 02:04)
$81.86
+0.01 ▲ +0.01%

SHY ETF 從管理費、持股類別、產業配置、股息、RSI、MACD 等 10 項指標進行分析。

시황 · 실적발표 · 매수매도 신호, 가장 먼저 받아보세요 🔔 구독
總費用率
0.15%
年度運作費用
淨資產 (AUM)
$25.2B
약 35조원
持有標的
91個
股息殖利率
3.66%
運作方式
Passive
Category ⓘ Bonds - Treasury & GovernmentAsset Type ⓘ BondsReturn% 1Y ⓘ 2.79%Total Holdings ⓘ 91Perf Week ⓘ -0.12%
ETF Type ⓘ US BondsActive/Passive ⓘ PassiveReturn% 3Y ⓘ 4.05%AUM ⓘ $25.2BPerf Month ⓘ -0.28%
Expense ⓘ 0.15%NAV ⓘ $81.81Return% 5Y ⓘ 1.77%52W High ⓘ -1.61%Perf Quarter ⓘ -0.86%
Dividend TTM ⓘ $2.99 (3.66%)Div Gr. 3/5Y ⓘ 44.13% 31.17%Return% 10Y ⓘ 1.64%52W Low ⓘ 0.12%Perf Half Y ⓘ -1.18%
Flows% 1M ⓘ -0.33%Flows% YTD ⓘ 8.6%Return% SI ⓘ 1.94%Volatility(W/M) ⓘ 0.07% 0.07%Perf YTD ⓘ -1.16%
SMA20 ⓘ -0.07%SMA50 ⓘ -0.18%SMA200 ⓘ -0.85%RSI (14) ⓘ 45.05Beta ⓘ 0.05
IPO ⓘ 2002/7/26Prev Close ⓘ $81.85Perf Year ⓘ -0.84%Avg Volume ⓘ 3.35MPrice ⓘ $81.86

📊 iShares 1-3 Year Treasury Bond ETF (SHY) 投資分析

ETF 概覽

iShares 1-3 Year Treasury Bond ETF · Bonds - Treasury & Government

채권형 — 채권 ETF (만기 미상)
2002년 상장, 24년 운영 중.

iShares 1-3 Year Treasury Bond ETF는 ICE U.S. Treasury 1-3 Year Bond Index(기초 지수)의 투자 성과를 추종합니다. 이 ETF는 자산의 최소 80%를 기초 지수 구성 증권에 투자하며, 자산의 최소 90%를 BFA가 기초 지수 추종에 도움이 된다고 판단하는 미국 국채에 투자합니다. 기초 지수는 잔존만기 1년 이상 3년 미만의 미국 국채 공개 채무 성과를 측정합니다.

📘 SHY ETF 자세히 알아보기 →
U.S.fixed-incometreasuriesbonds
규모
$25.2B 약 35조원
운용사
iShares (BlackRock)
운용 방식
패시브 (지수 추종)
상장일
2002년

成本效益

年化管理費 · 同類別排名 · 長期成本影響

平均水準的運作費用 — 年 0.15%
在Bonds - Treasury & Government類別中屬平均水準。
實質年化管理費 (Net Expense Ratio)
평균권
0.15%
我的位置中間
後段 平均 前段
依投資金額模擬實際費用
$100.0M
年度經理費
$150K
與類別平均相同
類別中位數年度費用
$150K
依費率 0.15% 計算
10年累計經理費 (假設市場每年上漲 7% 的長期模擬)
$2.7M
若無手續費可獲得的收益中，有 2.8% 被資產管理公司抽走
💡 管理費每年都會侵蝕一部分資產，經 10 年複利累積後，實際損失遠大於單純相加（年費用 × 10）。假設年化 7% 報酬是依據 S&P 500 的長期平均。

Defaults shown against $100K baseline portfolio. 拖動滑桿調整金額，結果即時更新。

同類別中更便宜的替代選擇
VGIT
VGIT
Vanguard Intermediate-Term Treasury ETF
0.03%
每年 -0.12%p
VGSH
VGSH
Vanguard Short-Term Treasury ETF
0.03%
每年 -0.12%p
SCHR
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
0.03%
每年 -0.12%p

* 較低的費用率並不必然代表更優質的 ETF，仍須綜合考量追蹤指數、流動性與稅務等因素。

長期績效

1年 · 3年 · 5年 · 10年報酬率 · 相對基準表現 · 下跌行情防禦力

收益接近平均水準
接近Bonds - Treasury & Government中位數。一年期相對基準(SPY)超額報酬為 -15.0%p。
ℹ️ 下方「1年·3年·5年·10年」為自今日回溯對應期間的年化複合成長率（CAGR）。例如：「3年 +12%」代表過去3年每年以12%複利成長。
若在 10 年前投資，現在價值為
$100.0M
目前資產
$117.7M
→
累計報酬
+$17.7M
年化平均 +1.6%
ℹ️ 報酬構成長條圖讀法
各期間資料列所顯示的長條代表此 ETF 收益來源的比例。
價格上漲 價格下跌 領取股利
以藍色為主 (80%+)：成長型 — 價格上漲為主要收益來源
以橘色為主 (70%+)：收益型 — 股利為主要收益來源（須留意稅後課稅負擔）
紅色 + 橘色：價格持平或下跌型 — 以股利彌補虧損的結構（常見於掩護性買權與高股息個股）
1年
2025.07 ~ 2026.07
年化平均 +2.79%
평균권
價格 -0.84% + 股利 +3.63% = 總計 +2.79%/年
年化落後基準指數 15.0%p
我的位置中間
後段 平均 前段
3年
2023.07 ~ 2026.07
年化平均 +4.05% 累計 +12.6%
평균권
價格 +0.46% + 股利 +3.59% = 總計 +4.05%/年
年化落後基準指數 14.9%p
我的位置中間
後段 平均 前段
5年
2021.07 ~ 2026.07
年化平均 +1.77% 累計 +9.2%
평균권
價格 -0.98% + 股利 +2.75% = 總計 +1.77%/年
年化落後基準指數 11.1%p
我的位置中間
後段 平均 前段
10年
2016.07 ~ 2026.07
年化平均 +1.64% 累計 +17.7%
평균권
價格 -0.33% + 股利 +1.97% = 總計 +1.64%/年
年化落後基準指數 13.3%p
我的位置中間
後段 平均 前段
10年 累計總報酬曲線
自 2016-07-28 起以1億韓元為基準 — 曲線數值可直接以億韓元為單位解讀（例如：308 → 3.08億）。本 ETF 與基準皆以同一起始日的100為基準進行比較。
SHY · 僅股價 SHY · 股價 + 累計配息 SHY · 配息再投資 S&P 500 (SPY)
50
150
250
350
450
2016-07-28 • 起始值 100 • 2026-07-01
僅股價 96 股價＋配息 115 再投資 117 vs S&P 500 (SPY) 403
ℹ️ 僅股價：不計配息，僅追蹤純粹股價。對 Covered Call、高股息 ETF 而言，這條線常呈下跌或停滯，從「本金保全」角度觀察格外有意義。股價＋累計配息：持股張數不變，把領到的配息以現金保留。接近實際帳戶的總資產感受。配息再投資：以領到的配息立即加碼買進（依 adjClose 計算，業界標準的總報酬）。三條線差距越大，越容易看出配息策略的效果。
年度報酬率比較
曆年各年度 ETF vs S&P 500 (SPY) 的年度報酬率
SHY S&P 500 (SPY)
+40%
0%
−40%
+0%
2017
+1%
2018
+3%
2019
+3%
2020
-1%
2021
-4%
2022
+4%
2023
+4%
2024
+5%
2025
+0%
2026 YTD
💡 股票基準指數(SPY)資產類別不同，直接比較僅供參考。
ℹ️ 每年 1 月 1 日至 12 月 31 日的報酬率。當年度 (2026) 欄位以較低透明度標示為 YTD（未完成）。藍色高於灰色，代表該年度該 ETF 勝出基準。
對 S&P 500 (SPY) 的勝率
2 / 9年
表現不及基準 (22%)
+ 2026 YTD：落後 (0.2% vs 8.5%)
2017 ✗
2018 ✓
2019 ✗
2020 ✗
2021 ✗
2022 ✓
2023 ✗
2024 ✗
2025 ✗
2026 ✗ YTD
💡 與 SPY 資產類別不同的標的，勝率僅供參考。
ℹ️ 在完整的曆年（1/1～12/31）中，相對於 S&P 500 (SPY) 勝出的年數。目前年度（YTD）另計。
下跌捕捉比 (Downside Capture)
🛡️ 0%
空頭市場跌幅小於基準——防禦力優異
<85% (防禦) 85~110% (同步) >110% (脆弱)
💡 債券與股票下跌常呈負相關，本指標的解讀因此較為有限。
ℹ️ 當 S&P 500 (SPY) 下跌 1% 時，此 ETF 平均下跌多少 %。以過去 3 年的每日報酬計算（僅納入基準為負的日子）。

風險屬性

波動度 · Beta · 最大回撤 · Sharpe · 下跌後回升紀錄

綜合風險等級
以債券為基準
債券 ETF 本來就比股票波動小，比較時應以同類債券 ETF 為基準，並留意利率與價格呈反向變動的特性。
🏦 債券 ETF — 低波動·低 Beta 為常態
相較於股票，債券波動明顯較低；對照股票基準指數時，Beta 也偏低。「穩健」其實是理所當然的結果，若要進行有意義的比較，應以債券指數（如 AGG／TLT 等）為基準。
Beta (市場敏感度)
평균권
0.05
市場上漲 10% 時 +0.5%
市場下跌 10% 時 -0.5%
我的位置中間
後段 平均 前段
ℹ️ Beta 1.0 表示與市場波動相同；大於 1 代表波動大於市場，小於 1 則波動小於市場。
日均波動幅度 (近 1 個月)
평균권
±0.07%
S&P 500 一般 ±1.0~1.3% · 債券型 ±0.3% · 槓桿型 ETF ±3% 以上
年化波動率走勢（過去 10 年）
最低 0% 目前 2% 最高 5%
ℹ️ 本 ETF 的每日平均價格波動幅度。若為 1%，代表「平均每日波動約 ±1%」。下方滾動曲線為年化波動率（長期標準指標）的時間走勢。
最大回撤（Max Drawdown）· 過去 10 年
-5.7%
回撤持續期間: 15 個月
2021-08-02 → 2022-10-20
約 1.6 年後回檔
2015-07-31 最差 -5% 2026-07-01
ℹ️ 最大回撤是指從過去高點到低點的最大跌幅比率，是長期投資人在心理上必須承受的最極端下跌經驗值。
夏普比率（風險調整後報酬）
-0.94
落後 — 連無風險報酬都未能達到
ℹ️ 將年化報酬率減去無風險利率（年化 3%）後，再除以年化波動度。一般認為 1.0 以上代表「風險調整後報酬表現良好」。
月度最大預估損失（VaR 95%）
-0.6%
根據歷史資料，月度跌幅超過此數值的情況僅佔5%。
ℹ️ 「未來有 95% 機率在一個月內的損失不會超過此水準」的統計估計；其餘 5% 對應金融危機或疫情等級的衝擊情境。

股息分析

殖利率 · 配息紀錄 · 稅後實領金額試算

債券配息 — 年化 3.66%
主要來源為票息利息。5 年配息成長率 +31.2%。
ℹ️ 債券 ETF 的配息主要來自利息收入（票息）。當利率上升時配息會增加，但同時價格會下跌，須一併觀察兩者的關係。
배당수익률
3.66%
주당 배당
$2.99
연간 기준
5년 성장률
31.2%
지급 주기
불규칙
2월 · 3월 · 4월 · 8월 · 9월 · 10월 · 11월 · 12월
📊 총 이력 2002~2026 (284건)
연도별 배당 총액 추이
주당 배당금을 연 단위로 합산한 금액입니다. 막대가 우상향이면 매년 배당이 늘어나고 있다는 뜻입니다.
$0.61 +33.3%
2016
$0.82 +36.0%
2017
$1.44 +74.7%
2018
$1.79 +24.7%
2019
$0.81 -54.7%
2020
$0.22 -72.5%
2021
$1.05 +373.1%
2022
$2.45 +132.4%
2023
$3.21 +30.8%
2024
$3.15 -1.7%
2025
$X.XX 그 해 총 배당금 +X% 전년 대비 증가 -X% 감소
최근 배당 이력 총 284건
아래로 스크롤하면 과거 배당 이력을 볼 수 있습니다.
배당락일
주당 금액
지급일
당시 수익률
2026-04-01
$0.247
—
4.06%
2026-03-02
$0.223
—
4.05%
2026-02-02
$0.250
—
4.11%
2025-12-19
$0.255
—
3.81%
2025-12-01
$0.249
—
4.16%
2025-11-03
$0.263
—
3.86%
2025-10-01
$0.256
—
4.21%
2025-09-02
$0.258
—
4.25%
2025-08-01
$0.270
—
4.27%
2025-07-01
$0.264
—
4.28%
2025-06-02
$0.272
—
4.29%
2025-05-01
$0.259
—
4.26%
2025-04-01
$0.280
—
4.28%
2025-03-03
$0.253
—
3.94%
2025-02-03
$0.273
—
3.95%
2024-12-18
$0.280
—
3.93%
2024-12-02
$0.265
—
3.88%
2024-11-01
$0.283
—
3.86%
2024-10-01
$0.273
—
4.01%
2024-09-03
$0.288
—
3.69%
2024-08-01
$0.272
—
3.61%
2024-07-01
$0.270
—
3.83%
2024-06-03
$0.262
—
3.50%
2024-05-01
$0.262
—
3.43%
2024-04-01
$0.270
—
3.55%
2024-03-01
$0.240
—
3.21%
2024-02-01
$0.242
—
3.28%
2023-12-14
$0.260
—
3.22%
2023-12-01
$0.247
—
3.11%
2023-11-01
$0.230
—
3.00%
2023-10-02
$0.209
—
2.86%
2023-09-01
$0.206
—
2.72%
2023-08-01
$0.212
—
2.58%
2023-07-03
$0.206
—
2.32%
2023-06-01
$0.197
—
2.22%
2023-05-01
$0.191
—
2.02%
2023-04-03
$0.180
—
1.78%
2023-03-01
$0.162
—
1.67%
2023-02-01
$0.152
—
1.48%
2022-12-15
$0.181
—
1.32%
2022-12-01
$0.165
—
1.16%
2022-11-01
$0.141
—
0.98%
2022-10-03
$0.108
—
0.80%
2022-09-01
$0.100
—
0.69%
2022-08-01
$0.088
—
0.57%
2022-07-01
$0.079
—
0.48%
2022-06-01
$0.065
—
0.40%
2022-05-02
$0.044
—
0.34%
2022-04-01
$0.036
—
0.31%
2022-03-01
$0.025
—
0.28%
2022-02-01
$0.023
—
0.29%
2021-12-16
$0.018
—
0.30%
2021-12-01
$0.050
—
0.31%
2021-11-01
$0.011
—
0.30%
2021-10-01
$0.011
—
0.33%
2021-09-01
$0.013
—
0.38%
2021-08-02
$0.012
—
0.42%
2021-07-01
$0.013
—
0.48%
2021-06-01
$0.012
—
0.54%
2021-05-03
$0.012
—
0.53%
2021-04-01
$0.019
—
0.72%
2021-03-01
$0.022
—
0.84%
2021-02-01
$0.030
—
0.97%
2020-12-17
$0.032
—
1.10%
2020-12-01
$0.033
—
1.22%
2020-11-02
$0.039
—
1.18%
2020-10-01
$0.040
—
1.29%
2020-09-01
$0.049
—
1.57%
2020-08-03
$0.050
—
1.51%
2020-07-01
$0.061
—
1.63%
2020-06-01
$0.070
—
1.93%
2020-05-01
$0.072
—
1.85%
2020-04-01
$0.106
—
1.95%
2020-03-02
$0.125
—
2.04%
2020-02-03
$0.135
—
2.09%
2019-12-19
$0.137
—
2.12%
2019-12-02
$0.134
—
2.27%
2019-11-01
$0.140
—
2.28%
2019-10-01
$0.135
—
2.27%
2019-09-03
$0.146
—
2.26%
2019-08-01
$0.150
—
2.26%
2019-07-01
$0.156
—
2.24%
2019-06-03
$0.169
—
2.06%
2019-05-01
$0.156
—
2.14%
2019-04-01
$0.164
—
2.07%
2019-03-01
$0.154
—
1.98%
2019-02-01
$0.152
—
1.90%
2018-12-18
$0.119
—
1.84%
2018-12-03
$0.142
—
1.70%
2018-11-01
$0.146
—
1.72%
2018-10-01
$0.137
—
1.63%
2018-09-04
$0.131
—
1.46%
2018-08-01
$0.138
—
1.48%
2018-07-02
$0.130
—
1.39%
2018-06-01
$0.126
—
1.31%
2018-05-01
$0.103
—
1.24%
2018-04-02
$0.094
—
1.18%
2018-03-01
$0.086
—
1.13%
2018-02-01
$0.086
—
1.09%
2017-12-21
$0.094
—
1.05%
2017-12-01
$0.079
—
1.00%
2017-11-01
$0.078
—
0.96%
2017-10-02
$0.073
—
0.93%
2017-09-01
$0.072
—
0.90%
2017-08-01
$0.071
—
0.87%
2017-07-03
$0.067
—
0.79%
2017-06-01
$0.064
—
0.83%
2017-05-01
$0.062
—
0.81%
2017-04-03
$0.058
—
0.74%
2017-03-01
$0.054
—
0.79%
2017-02-01
$0.051
—
0.72%
2016-12-22
$0.061
—
0.77%
2016-12-01
$0.050
—
0.70%
2016-11-01
$0.051
—
0.73%
2016-10-03
$0.049
—
0.67%
2016-09-01
$0.050
—
0.66%
2016-08-01
$0.051
—
0.69%
2016-07-01
$0.050
—
0.63%
2016-06-01
$0.051
—
0.62%
2016-05-02
$0.049
—
0.60%
2016-04-01
$0.051
—
0.58%
2016-03-01
$0.047
—
0.60%
2016-02-01
$0.045
—
0.59%
2015-12-24
$0.043
—
0.58%
2015-12-01
$0.041
—
0.56%
2015-11-02
$0.041
—
0.54%
2015-10-01
$0.040
—
0.53%
2015-09-01
$0.040
—
0.52%
2015-08-03
$0.038
—
0.47%
2015-07-01
$0.038
—
0.49%
2015-06-01
$0.037
—
0.47%
2015-05-01
$0.035
—
0.45%
2015-04-01
$0.037
—
0.43%
2015-03-02
$0.031
—
0.41%
2015-02-02
$0.033
—
0.40%
2014-12-24
$0.033
—
0.39%
2014-12-01
$0.029
—
0.37%
2014-11-03
$0.029
—
0.34%
2014-10-01
$0.030
—
0.35%
2014-09-02
$0.028
—
0.33%
2014-08-01
$0.027
—
0.32%
2014-07-01
$0.025
—
0.31%
2014-06-02
$0.023
—
0.30%
2014-05-01
$0.021
—
0.29%
2014-04-01
$0.021
—
0.29%
2014-03-03
$0.018
—
0.26%
2014-02-03
$0.023
—
0.26%
2013-12-26
$0.021
—
0.29%
2013-12-02
$0.019
—
0.29%
2013-11-01
$0.019
—
0.26%
2013-10-01
$0.018
—
0.27%
2013-09-03
$0.018
—
0.27%
2013-08-01
$0.018
—
0.28%
2013-07-01
$0.017
—
0.29%
2013-06-03
$0.017
—
0.27%
2013-05-01
$0.017
—
0.32%
2013-04-01
$0.018
—
0.33%
2013-03-01
$0.018
—
0.35%
2013-02-01
$0.021
—
0.33%
2012-12-26
$0.021
—
0.39%
2012-12-03
$0.020
—
0.37%
2012-10-01
$0.022
—
0.51%
2012-09-04
$0.024
—
0.48%
2012-08-01
$0.026
—
0.52%
2012-07-02
$0.026
—
0.56%
2012-06-01
$0.028
—
0.60%
2012-05-01
$0.028
—
0.73%
2012-04-02
$0.030
—
0.69%
2012-03-01
$0.035
—
0.74%
2012-02-01
$0.031
—
0.85%
2011-12-27
$0.039
—
0.89%
2011-12-01
$0.045
—
0.92%
2011-11-01
$0.048
—
0.95%
2011-10-03
$0.049
—
0.89%
2011-09-01
$0.054
—
0.99%
2011-08-01
$0.061
—
1.01%
2011-07-01
$0.061
—
1.03%
2011-06-01
$0.066
—
1.04%
2011-05-02
$0.066
—
1.06%
2011-04-01
$0.067
—
1.08%
2011-03-01
$0.061
—
1.09%
2011-02-01
$0.068
—
1.11%
2010-12-28
$0.068
—
1.14%
2010-12-01
$0.064
—
1.74%
2010-11-01
$0.067
—
1.88%
2010-10-01
$0.065
—
1.93%
2010-09-01
$0.070
—
1.98%
2010-08-02
$0.071
—
2.04%
2010-07-01
$0.073
—
2.09%
2010-06-01
$0.071
—
2.16%
2010-05-03
$0.078
—
2.09%
2010-04-01
$0.080
—
2.37%
2010-03-01
$0.075
—
2.42%
2010-02-01
$0.084
—
2.49%
2009-12-29
$0.085
—
2.81%
2009-12-01
$0.581
—
3.02%
2009-11-02
$0.190
—
2.71%
2009-10-01
$0.104
—
2.81%
2009-09-01
$0.108
—
2.97%
2009-08-03
$0.112
—
2.86%
2009-07-01
$0.112
—
3.30%
2009-06-01
$0.131
—
3.43%
2009-05-01
$0.167
—
3.46%
2009-04-01
$0.141
—
3.46%
2009-03-02
$0.129
—
3.49%
2009-02-02
$0.138
—
3.33%
2008-12-29
$0.336
—
3.41%
2008-12-01
$0.279
—
3.67%
2008-11-03
$0.327
—
3.36%
2008-10-01
$0.280
—
3.36%
2008-09-02
$0.235
—
3.77%
2008-08-01
$0.266
—
3.49%
2008-07-01
$0.219
—
3.91%
2008-06-02
$0.223
—
3.63%
2008-05-01
$0.162
—
3.70%
2008-04-01
$0.176
—
4.17%
2008-03-03
$0.163
—
3.95%
2008-02-01
$0.221
—
4.47%
2007-12-27
$0.279
—
4.58%
2007-12-03
$0.276
—
4.21%
2007-11-01
$0.303
—
4.65%
2007-10-01
$0.297
—
4.66%
2007-09-04
$0.306
—
4.30%
2007-08-01
$0.302
—
4.67%
2007-07-02
$0.302
—
4.66%
2007-06-01
$0.289
—
4.63%
2007-05-01
$0.286
—
4.58%
2007-04-02
$0.295
—
4.55%
2007-03-01
$0.271
—
4.52%
2007-02-01
$0.300
—
4.52%
2006-12-27
$0.246
—
4.44%
2006-12-01
$0.287
—
4.41%
2006-11-01
$0.297
—
4.35%
2006-10-02
$0.294
—
4.27%
2006-09-01
$0.291
—
4.19%
2006-08-01
$0.289
—
4.07%
2006-07-03
$0.278
—
3.72%
2006-06-01
$0.268
—
3.84%
2006-05-01
$0.263
—
3.74%
2006-04-03
$0.266
—
3.40%
2006-03-01
$0.279
—
3.51%
2006-02-01
$0.247
—
3.36%
2005-12-28
$0.249
—
3.24%
2005-12-01
$0.231
—
3.11%
2005-11-01
$0.232
—
3.00%
2005-10-03
$0.234
—
2.70%
2005-09-01
$0.228
—
2.72%
2005-08-01
$0.181
—
2.63%
2005-07-01
$0.186
—
2.57%
2005-06-01
$0.190
—
2.49%
2005-05-02
$0.190
—
2.40%
2005-04-01
$0.190
—
2.32%
2005-03-01
$0.163
—
2.22%
2005-02-01
$0.171
—
2.16%
2004-12-31
$0.154
—
1.94%
2004-12-01
$0.145
—
2.31%
2004-11-01
$0.138
—
2.38%
2004-10-01
$0.132
—
2.22%
2004-09-01
$0.132
—
2.29%
2004-08-02
$0.143
—
2.14%
2004-07-01
$0.147
—
2.09%
2004-06-01
$0.124
—
2.17%
2004-05-03
$0.116
—
2.01%
2004-04-01
$0.120
—
2.00%
2004-03-01
$0.113
—
2.13%
2004-02-02
$0.119
—
2.14%
2003-12-31
$0.116
—
2.17%
2003-12-16
$0.335
—
2.03%
2003-12-01
$0.108
—
1.78%
2003-11-03
$0.111
—
1.64%
2003-10-01
$0.093
—
1.80%
2003-09-02
$0.103
—
1.87%
2003-08-01
$0.102
—
1.74%
2003-07-01
$0.102
—
1.60%
2003-06-02
$0.107
—
1.48%
2003-05-01
$0.130
—
1.35%
2003-04-01
$0.112
—
1.20%
2003-03-03
$0.107
—
1.06%
2003-02-03
$0.122
—
0.93%
2002-12-31
$0.139
—
0.78%
2002-12-02
$0.120
—
0.62%
2002-11-01
$0.133
—
0.47%
2002-10-01
$0.120
—
0.31%
2002-09-03
$0.133
—
0.16%
* "배당락일"은 배당받으려면 이 날 이전에 주식을 보유해야 하는 기준일입니다. 지급일·당시 수익률은 일부 종목에서 데이터가 없을 수 있습니다.
💰 내가 $100K 투자한다면
연간 배당금 (세후) $3K
5년 누적 (세후) $29K
* 환율 1,370 가정, 배당소득세 15.4% 반영. 5년 누적은 배당 성장률 연 31.17% 가정.
* 배당소득세 14% + 지방소득세 1.4% 기준. 종합과세 대상자는 달라질 수 있습니다.

綜合投資吸引力

這檔 ETF 適合哪些用途 — 強項、弱點與投資人輪廓

優缺點並存 請查看下方的適合度，確認是否符合您的投資目標。
🎯 목적별 적합도
내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.
🌳
장기 보유
수년 이상 꾸준히 모아갈 때
보통
💵
배당 인컴
매월·분기 현금흐름이 목적일 때
적합
⚡
단기 트레이딩
며칠~몇 주 단기 방향성 매매
매우 낮음
🧩
포트폴리오 보조
자산 배분·헤지 용도
매우 적합
👤
이런 분에게 어울려요
希望提升投資組合穩定度的投資人
✅ 강점
뚜렷한 강점이 드러나지 않아요.
⚠️ 약점·주의사항
  • 🎯年化落後基準 -11.1%p

投資組合配置

這檔 ETF 實際持有的標的 — 產業權重與成分股

채권 포트폴리오
주식과 달리 "섹터 = 만기·신용등급"으로 해석해야 해요.
ℹ️ 왜 구성을 봐야 하나요?
ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.
🔬 집중도 한눈에 보기
총 보유종목
180개
상위 10개 비중
18.0%
최대 단일 종목
2.20%
집중도(HHI)
240
낮음 (분산)
📋 상위 보유 종목 Top 10 Top 10이 전체의 18.0% 차지
티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)
#1 BNO BNO United States of America
2.20%
#2 USLM USLM United States of America
1.96%
#3 BNO BNO United States of America
1.95%
#4 USLM USLM United States of America
1.84%
#5 BNO BNO United States of America
1.83%
#6 BNO BNO United States of America
1.71%
#7 USLM USLM United States of America
1.71%
#8 BNO BNO United States of America
1.62%
#9 USLM USLM United States of America
1.60%
#10 USLM USLM United States of America
1.60%

同類別比較

類別：Bonds - Treasury & Government

같은 카테고리 6종 중 AUM 2/6위 · 보수율 5/6위
카테고리: Bonds - Treasury & Government
ℹ️ 왜 비교해야 하나요?
같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 SHY보다 유리, ▼ 표시는 SHY보다 불리를 뜻해요.
티커ETF명보수율AUM보유종목배당률YTD1년
SHY SHY
iShares 1-3 Year Treasury Bond ETF0.15% $25.2B 913.66% -1.16% -0.84%
VGSH VGSH
Vanguard Short-Term Treasury ETF0.03% ▲$29.9B ▲923.85% ▲- -0.92% ▼
SCHO SCHO
Schwab Short-Term U.S. Treasury ETF0.03% ▲$12.8B ▼1003.91% ▲- -0.95% ▼
SPTS SPTS
State Street SPDR Portfolio Short Term Treasury ETF0.03% ▲$6.1B ▼983.89% ▲- -0.92% ▼
TBLL TBLL
Invesco Short Term Treasury ETF0.08% ▲$2.6B ▼913.69% ▲- +0.04% ▲
TUA TUA
Simplify Short Term Treasury Futures Strategy ETF0.15% $694M ▼83.37% ▼- -6.77% ▼
AUM 내림차순 정렬 · ▲ SHY보다 유리 · ▼ SHY보다 불리
📊
即時儀表板讓你一眼掌握市場 在同一畫面查看盤前・盤中・盤後即時行情、選股器與熱力圖
→

相同主題的槓桿與覆蓋式買權 ETF

以不同策略詮釋相同主題的 ETF

以與 SHY 相同主題，採用槓桿或覆蓋式買權操作的 ETF 共 9 檔 (槓桿型 2 · 反向型 3 · 掩護性買權 4)
雖然並非 SHY 的直接衍生性商品，但屬於以相同主題、不同策略操作的 ETF。
ℹ️ 這裡彙整了哪些 ETF？
在與 SHY 主題（類別·產業）重疊的 ETF 中，有些採用特殊策略：槓桿型追蹤每日漲跌的 2~3 倍，反向型追求相反方向的報酬，掩護性買權則以選擇權權利金創造月配息。
⚠️ 長期持有提醒
槓桿與反向 ETF 僅 追蹤每日報酬。波動度大時，持有越久與原指數的報酬差距——也就是 波動率衰減（volatility decay）——會持續累積，因此屬於短線交易商品。
📈 槓桿型 2 將同一主題放大 2～3 倍的 ETF（波動較大）
TMF
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares
+1.70%
$2.3B
TYD
TYD
Direxion Daily 7-10 Year Treasury Bull 3X Shares
+0.75%
$32M
📉 反向型 3 押注同一主題下跌的 ETF
IAGG
IAGG
iShares International Aggregate Bond Fund
+0.16%
$10.9B
TMV
TMV
Direxion Daily 20+ Year Treasury Bear -3X Shares
-1.76%
$182M
TYO
TYO
Direxion Daily 7-10 Year Treasury Bear -3X Shares
-0.84%
$12M
💰 掩護性買權・選擇權 4 在相同主題上加入選擇權賣出策略以創造月配息的 ETF
TLTW
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
+0.49%
$1.9B
TLTP
TLTP
Amplify TLT U.S. Treasury 12% Option Income ETF
+0.55%
$22M
LQDM
LQDM
Amplify LQD Investment Grade 12% Target Income ETF
+0.27%
$3M
HYGM
HYGM
Amplify HYG High Yield 10% Target Income ETF
+0.04%
🧺
前往 ETF 中心深入分析 ETF 重複持倉 · 產業曝險 · X-Ray 分析工具全集
→

相關新聞與內容

📘 ETF 介紹
SHY ETF, 어떤 상품일까? - 수익률·보수율·구성종목·대안 ETF 총정리
아이셰어즈 1-3년 국채 ETF(SHY)는 만기 1~3년 단기 미국 국채에 투자해 짧은 듀레이션과 낮은 신용 위험, 월 배당이 강점이며, 유사 단기 국채 ETF인 VGSH·SCHO와 비교한 보수 차이와 유동성이 핵심 선택 기준입니다.
📚 相關投資指南
2026년 미국 배당귀족(Dividend Aristocrats) 완전 가이드
S&P 500 소속, 25년 이상 연속 배당 인상한 배당귀족주 69개 전체 리스트. 섹터별 분포, 배당수익률 순위, NOBL ETF 비교까지 한눈에.
미국주식 세금 총정리 2026 — 초보자를 위한 계산법과 절세 전략
2026년 미국주식 세금 총정리. 양도소득세 22% 계산법, 배당세 15% 원천징수, 손익통산, 절세 전략까지. 실제 금액 시뮬레이션과 세금 계산기로 내 세금을 직접 확인해보세요.

常見問題

SHY 是什麼類型的 ETF？

SHY 屬於 Bonds - Treasury & Government 類別，由 iShares (BlackRock) 發行管理。

SHY 投資了多少檔標的？

SHY 總共持有 91 檔標的，AUM 約為 $25.2B。

SHY 有配息嗎？

SHY 的配息殖利率約為 3.66%。

SHY 的 52 週最高價與最低價是多少？

SHY 在過去 52 週最高為 $83.20，最低為 $81.76。

시황 · 실적발표 · 매수매도 신호, 가장 먼저 받아보세요 🔔 구독

면책조항: 본 콘텐츠는 참고 자료이며 투자 권유가 아닙니다. 모든 투자의 책임은 투자자 본인에게 있습니다.