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BOND vs NEAR

PIMCO Active Bond Exchange-Traded Fund vs iShares Short Duration Bond Active ETF

BOND

PIMCO Active Bond Exchange-Traded Fund

Annual cost

0.54%

Fund size

$7.9B

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR costs 0.29% less per year.

Side-by-side comparison

BONDNEAR
Annual cost (TER)0.54%0.25%
Fund size (AUM)$7.9B$4.3B
Since20122013
Dividend yield5.17%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.2%+4.5%
CAGR 3Y+5.2%+5.7%
CAGR 5Y+0.6%+3.9%
Sharpe 3Y0.321.24
Volatility 1Y3.99%1.37%
Max drawdown-19.71%-9.61%

Similar to BOND and NEAR