Screener
HYGH vs NEAR
iShares Interest Rate Hedged High Yield Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both HYGH and NEAR are fixed income ETFs. HYGH charges 0.52% a year and NEAR 0.25%. The main difference: HYGH follows a index tracking strategy; NEAR uses active selection.
- HYGH follows a index tracking strategy; NEAR uses active selection.
- NEAR costs 0.27% less per year.
- NEAR is much larger than HYGH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYGH has delivered higher annualized returns.
Side-by-side comparison
| HYGH | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.52% | 0.25% |
| Fund size (AUM) | $529M | $4.6B |
| Since | 2014 | 2013 |
| Dividend yield | 6.65% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.8% | +4.1% |
| CAGR 3Y | +9.9% | +5.6% |
| CAGR 5Y | +7.0% | +3.9% |
| Sharpe 3Y | 1.11 | 1.18 |
| Volatility 1Y | 3.66% | 1.37% |
| Max drawdown | -23.88% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.