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HYDB vs NEAR

iShares High Yield Systematic Bond ETF vs iShares Short Duration Bond Active ETF

HYDB

iShares High Yield Systematic Bond ETF

iShares

Annual cost

0.35%

Fund size

$1.5B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR costs 0.10% less per year.
  • HYDB follows a index tracking strategy; NEAR uses active selection.
  • Over the last 3 years, HYDB has delivered higher annualized returns.

Side-by-side comparison

HYDBNEAR
Annual cost (TER)0.35%0.25%
Fund size (AUM)$1.5B$4.3B
Since20172013
Dividend yield7.11%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+8.0%+4.4%
CAGR 3Y+9.5%+5.6%
CAGR 5Y+4.7%+3.8%
Sharpe 3Y1.061.18
Volatility 1Y3.82%1.37%
Max drawdown-21.58%-9.61%

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

Similar to HYDB and NEAR