Screener
DFSD vs NEAR
Dimensional Short-Duration Fixed Income ETF vs iShares Short Duration Bond Active ETF
Key differences
Both DFSD and NEAR are fixed income ETFs. DFSD charges 0.16% a year and NEAR 0.25%. The main difference: DFSD covers global markets; NEAR covers North America.
- DFSD covers global markets; NEAR covers North America.
- DFSD costs 0.09% less per year.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSD | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.16% | 0.25% |
| Fund size (AUM) | $6.8B | $4.6B |
| Since | 2021 | 2013 |
| Dividend yield | 3.97% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +4.1% |
| CAGR 3Y | +5.5% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.86 | 1.18 |
| Volatility 1Y | 1.90% | 1.37% |
| Max drawdown | -8.45% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.