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GSY vs NEAR

Invesco Ultra Short Duration ETF vs iShares Short Duration Bond Active ETF

GSY

Invesco Ultra Short Duration ETF

Invesco

Annual cost

0.22%

Fund size

$3.5B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • GSY follows a index tracking strategy; NEAR uses active selection.
  • GSY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GSYNEAR
Annual cost (TER)0.22%0.25%
Fund size (AUM)$3.5B$4.3B
Since20082013
Dividend yield4.38%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.6%+4.4%
CAGR 3Y+5.4%+5.6%
CAGR 5Y+3.6%+3.8%
Sharpe 3Y3.351.18
Volatility 1Y0.40%1.37%
Max drawdown-5.25%-9.61%

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

Similar to GSY and NEAR