Screener
HYDW vs NEAR
Xtrackers Low Beta High Yield Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both HYDW and NEAR are fixed income ETFs. HYDW charges 0.20% a year and NEAR 0.25%. The main difference: HYDW follows a index tracking strategy; NEAR uses active selection.
- HYDW follows a index tracking strategy; NEAR uses active selection.
- NEAR is much larger than HYDW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYDW has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HYDW | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $66M | $4.6B |
| Since | 2018 | 2013 |
| Dividend yield | 5.59% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.3% | +4.1% |
| CAGR 3Y | +6.9% | +5.6% |
| CAGR 5Y | +3.6% | +3.8% |
| Sharpe 3Y | 0.74 | 1.14 |
| Volatility 1Y | 2.95% | 1.37% |
| Max drawdown | -17.75% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.