Screener
IYLD vs NEAR
iShares Morningstar Multi-Asset Income ETF vs iShares Short Duration Bond Active ETF
Key differences
- NEAR costs 0.25% less per year.
- NEAR is significantly larger than IYLD — larger funds tend to be more liquid and less likely to close.
- IYLD is classified as mixed asset, while NEAR is fixed income — different risk/return profiles.
- Over the last 3 years, IYLD has delivered higher annualized returns.
Side-by-side comparison
| IYLD | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $129M | $4.3B |
| Since | 2012 | 2013 |
| Dividend yield | 4.55% | 4.48% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.3% | +4.4% |
| CAGR 3Y | +10.9% | +5.6% |
| CAGR 5Y | +3.6% | +3.8% |
| Sharpe 3Y | 1.10 | 1.18 |
| Volatility 1Y | 5.76% | 1.37% |
| Max drawdown | -30.23% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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