Screener
BSV vs NEAR
Vanguard Short-Term Bond Index Fund ETF Shares vs iShares Short Duration Bond Active ETF
Key differences
Both BSV and NEAR are fixed income ETFs. BSV charges 0.03% a year and NEAR 0.25%. The main difference: BSV follows a index tracking strategy; NEAR uses active selection.
- BSV follows a index tracking strategy; NEAR uses active selection.
- BSV costs 0.22% less per year.
- BSV is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NEAR has delivered higher annualized returns.
- BSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSV | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.25% |
| Fund size (AUM) | $70.4B | $4.6B |
| Since | 2007 | 2013 |
| Dividend yield | 3.97% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.7% | +4.1% |
| CAGR 3Y | +4.5% | +5.6% |
| CAGR 5Y | +1.6% | +3.9% |
| Sharpe 3Y | 0.38 | 1.18 |
| Volatility 1Y | 1.79% | 1.37% |
| Max drawdown | -8.54% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.