Screener
FLDR vs NEAR
Fidelity Low Duration Bond Factor ETF vs iShares Short Duration Bond Active ETF
Key differences
Both FLDR and NEAR are fixed income ETFs. FLDR charges 0.15% a year and NEAR 0.25%. The main difference: FLDR follows a index tracking strategy; NEAR uses active selection.
- FLDR follows a index tracking strategy; NEAR uses active selection.
- FLDR costs 0.10% less per year.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLDR | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $1.6B | $4.6B |
| Since | 2018 | 2013 |
| Dividend yield | 4.43% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.8% | +4.1% |
| CAGR 3Y | +5.5% | +5.6% |
| CAGR 5Y | +3.8% | +3.9% |
| Sharpe 3Y | 1.77 | 1.18 |
| Volatility 1Y | 0.81% | 1.37% |
| Max drawdown | -12.23% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.