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ISTB vs NEAR

iShares Core 1-5 Year USD Bond ETF vs iShares Short Duration Bond Active ETF

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • ISTB costs 0.19% less per year.
  • ISTB follows a index tracking strategy; NEAR uses active selection.

Side-by-side comparison

ISTBNEAR
Annual cost (TER)0.06%0.25%
Fund size (AUM)$4.7B$4.3B
Since20122013
Dividend yield4.20%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+4.4%
CAGR 3Y+4.7%+5.6%
CAGR 5Y+1.8%+3.8%
Sharpe 3Y0.471.18
Volatility 1Y1.77%1.37%
Max drawdown-9.34%-9.61%

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

Similar to ISTB and NEAR