Screener
APCB vs NEAR
ActivePassive Core Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both APCB and NEAR are fixed income ETFs. APCB charges 0.36% a year and NEAR 0.25%. The main difference: NEAR costs 0.11% less per year.
- NEAR costs 0.11% less per year.
- NEAR is much larger than APCB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NEAR has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| APCB | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.25% |
| Fund size (AUM) | $936M | $4.6B |
| Since | 2023 | 2013 |
| Dividend yield | 4.15% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.6% | +4.1% |
| CAGR 3Y | +4.1% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.13 | 1.18 |
| Volatility 1Y | 3.43% | 1.37% |
| Max drawdown | -6.42% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.