Screener
BGRO vs NEAR
iShares Large Cap Growth Active ETF vs iShares Short Duration Bond Active ETF
Key differences
BGRO is an alternative ETF, while NEAR is a fixed income ETF. BGRO charges 0.55% a year and NEAR 0.25%.
- BGRO is an alternative fund, while NEAR is a fixed income fund. They carry different risk/return profiles.
- NEAR costs 0.30% less per year.
- NEAR is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BGRO | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $10M | $4.6B |
| Since | 2024 | 2013 |
| Dividend yield | 0.03% | 4.47% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.3% | +4.1% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | 18.88% | 1.37% |
| Max drawdown | -24.94% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.