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IJH vs NEAR
iShares Core S&P Mid-Cap ETF vs iShares Short Duration Bond Active ETF
Key differences
IJH is an equity ETF, while NEAR is a fixed income ETF. IJH charges 0.05% a year and NEAR 0.25%.
- IJH is an equity fund, while NEAR is a fixed income fund. They carry different risk/return profiles.
- IJH follows a index tracking strategy; NEAR uses active selection.
- IJH costs 0.20% less per year.
- IJH is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJH | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.25% |
| Fund size (AUM) | $119.2B | $4.6B |
| Since | 2000 | 2013 |
| Dividend yield | 1.19% | 4.47% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.7% | +3.9% |
| CAGR 3Y | +17.1% | +5.6% |
| CAGR 5Y | +7.8% | +3.8% |
| Sharpe 3Y | 0.77 | 1.13 |
| Volatility 1Y | 15.64% | 1.38% |
| Max drawdown | -42.18% | -9.61% |
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