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GOVT vs NEAR

iShares U.S. Treasury Bond ETF vs iShares Short Duration Bond Active ETF

GOVT

iShares U.S. Treasury Bond ETF

iShares

Annual cost

0.05%

Fund size

$41.0B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • GOVT costs 0.20% less per year.
  • GOVT is significantly larger than NEAR — larger funds tend to be more liquid and less likely to close.
  • GOVT follows a index tracking strategy; NEAR uses active selection.
  • Over the last 3 years, NEAR has delivered higher annualized returns.

Side-by-side comparison

GOVTNEAR
Annual cost (TER)0.05%0.25%
Fund size (AUM)$41.0B$4.3B
Since20122013
Dividend yield3.53%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.2%+4.4%
CAGR 3Y+2.4%+5.6%
CAGR 5Y-0.4%+3.8%
Sharpe 3Y-0.181.18
Volatility 1Y3.70%1.37%
Max drawdown-19.07%-9.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GOVT and NEAR