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BKUI vs NEAR

BNY Mellon Ultra Short Income ETF vs iShares Short Duration Bond Active ETF

BKUI

BNY Mellon Ultra Short Income ETF

BNY Mellon

Annual cost

0.12%

Fund size

$550M

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • BKUI costs 0.13% less per year.
  • NEAR is significantly larger than BKUI — larger funds tend to be more liquid and less likely to close.
  • BKUI follows a index tracking strategy; NEAR uses active selection.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKUINEAR
Annual cost (TER)0.12%0.25%
Fund size (AUM)$550M$4.3B
Since20212013
Dividend yield4.32%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%+4.4%
CAGR 3Y+5.2%+5.6%
CAGR 5YN/A+3.8%
Sharpe 3Y3.181.18
Volatility 1Y0.41%1.37%
Max drawdown-1.72%-9.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BKUI and NEAR