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MSTI vs NEAR
Madison Short-Term Strategic Income ETF vs iShares Short Duration Bond Active ETF
Key differences
- NEAR costs 0.11% less per year.
- NEAR is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
- MSTI follows a index tracking strategy; NEAR uses active selection.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTI | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.25% |
| Fund size (AUM) | $51M | $4.3B |
| Since | 2023 | 2013 |
| Dividend yield | 5.35% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.6% | +4.4% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | 2.52% | 1.37% |
| Max drawdown | -1.47% | -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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