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CGCB vs NEAR

Capital Group Core Bond ETF vs iShares Short Duration Bond Active ETF

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

Key differences

Both CGCB and NEAR are fixed income ETFs. CGCB charges 0.27% a year and NEAR 0.25%. The main difference: NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGCBNEAR
Annual cost (TER)0.27%0.25%
Fund size (AUM)$5.2B$4.6B
Since20232013
Dividend yield4.21%4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.9%+4.1%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.8%
Sharpe 3YN/A1.14
Volatility 1Y3.90%1.37%
Max drawdown-5.16%-9.61%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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