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IGEB vs NEAR

iShares Investment Grade Systematic Bond ETF vs iShares Short Duration Bond Active ETF

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • IGEB costs 0.07% less per year.
  • NEAR is significantly larger than IGEB — larger funds tend to be more liquid and less likely to close.
  • IGEB follows a index tracking strategy; NEAR uses active selection.

Side-by-side comparison

IGEBNEAR
Annual cost (TER)0.18%0.25%
Fund size (AUM)$1.4B$4.3B
Since20172013
Dividend yield5.03%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.7%+4.5%
CAGR 3Y+6.2%+5.7%
CAGR 5Y+1.3%+3.9%
Sharpe 3Y0.461.24
Volatility 1Y4.18%1.37%
Max drawdown-21.13%-9.61%

Similar to IGEB and NEAR