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GVI vs NEAR

iShares Intermediate Government/Credit Bond ETF vs iShares Short Duration Bond Active ETF

GVI

iShares Intermediate Government/Credit Bond ETF

iShares

Annual cost

0.20%

Fund size

$3.8B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • GVI follows a index tracking strategy; NEAR uses active selection.
  • Over the last 3 years, NEAR has delivered higher annualized returns.
  • GVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GVINEAR
Annual cost (TER)0.20%0.25%
Fund size (AUM)$3.8B$4.3B
Since20072013
Dividend yield3.56%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%+4.4%
CAGR 3Y+3.9%+5.6%
CAGR 5Y+1.0%+3.8%
Sharpe 3Y0.121.18
Volatility 1Y2.52%1.37%
Max drawdown-12.93%-9.61%

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

Similar to GVI and NEAR