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FCSH vs NEAR

Federated Hermes Short Duration Corporate ETF vs iShares Short Duration Bond Active ETF

FCSH

Federated Hermes Short Duration Corporate ETF

Annual cost

0.30%

Fund size

$65M

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

Key differences

Both FCSH and NEAR are fixed income ETFs. FCSH charges 0.30% a year and NEAR 0.25%. The main difference: NEAR is much larger than FCSH. Larger funds are usually more liquid and less likely to close.

  • NEAR is much larger than FCSH. Larger funds are usually more liquid and less likely to close.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FCSHNEAR
Annual cost (TER)0.30%0.25%
Fund size (AUM)$65M$4.6B
Since20212013
Dividend yield4.09%4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+4.1%
CAGR 3Y+5.2%+5.6%
CAGR 5YN/A+3.9%
Sharpe 3Y0.641.18
Volatility 1Y1.97%1.37%
Max drawdown-8.47%-9.61%

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

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