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LDUR vs NEAR

PIMCO Enhanced Low Duration Active Exchange-Traded Fund vs iShares Short Duration Bond Active ETF

LDUR

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

Annual cost

0.54%

Fund size

$1.4B

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR costs 0.29% less per year.
  • NEAR is significantly larger than LDUR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LDURNEAR
Annual cost (TER)0.54%0.25%
Fund size (AUM)$1.4B$4.3B
Since20142013
Dividend yield4.42%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.7%+4.5%
CAGR 3Y+5.2%+5.7%
CAGR 5Y+2.3%+3.9%
Sharpe 3Y0.791.24
Volatility 1Y1.57%1.37%
Max drawdown-8.68%-9.61%

Similar to LDUR and NEAR