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IWR vs NEAR
iShares Russell Mid-Cap ETF vs iShares Short Duration Bond Active ETF
Key differences
IWR is an equity ETF, while NEAR is a fixed income ETF. IWR charges 0.18% a year and NEAR 0.25%.
- IWR is an equity fund, while NEAR is a fixed income fund. They carry different risk/return profiles.
- IWR follows a index tracking strategy; NEAR uses active selection.
- IWR costs 0.07% less per year.
- IWR is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.25% |
| Fund size (AUM) | $54.8B | $4.6B |
| Since | 2001 | 2013 |
| Dividend yield | 1.16% | 4.47% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.9% | +3.9% |
| CAGR 3Y | +17.8% | +5.6% |
| CAGR 5Y | +7.7% | +3.8% |
| Sharpe 3Y | 0.89 | 1.13 |
| Volatility 1Y | 13.54% | 1.38% |
| Max drawdown | -40.59% | -9.61% |
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