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BYLD vs NEAR

iShares Yield Optimized Bond ETF vs iShares Short Duration Bond Active ETF

BYLD

iShares Yield Optimized Bond ETF

iShares

Annual cost

0.13%

Fund size

$387M

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • BYLD costs 0.12% less per year.
  • NEAR is significantly larger than BYLD — larger funds tend to be more liquid and less likely to close.
  • BYLD follows a index tracking strategy; NEAR uses active selection.

Side-by-side comparison

BYLDNEAR
Annual cost (TER)0.13%0.25%
Fund size (AUM)$387M$4.3B
Since20142013
Dividend yield5.35%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.5%+4.4%
CAGR 3Y+6.3%+5.6%
CAGR 5Y+2.3%+3.8%
Sharpe 3Y0.581.18
Volatility 1Y3.85%1.37%
Max drawdown-14.75%-9.61%

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

Similar to BYLD and NEAR