Screener
FSIG vs NEAR
First Trust Limited Duration Investment Grade Corporate ETF vs iShares Short Duration Bond Active ETF
Key differences
Both FSIG and NEAR are fixed income ETFs. FSIG charges 0.44% a year and NEAR 0.25%. The main difference: FSIG follows a index tracking strategy; NEAR uses active selection.
- FSIG follows a index tracking strategy; NEAR uses active selection.
- NEAR costs 0.19% less per year.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSIG | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.25% |
| Fund size (AUM) | $1.5B | $4.6B |
| Since | 2021 | 2013 |
| Dividend yield | 4.60% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.2% | +4.1% |
| CAGR 3Y | +5.3% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 0.60 | 1.18 |
| Volatility 1Y | 2.24% | 1.37% |
| Max drawdown | -6.89% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.