Screener
NEAR vs BSV
iShares Short Duration Bond Active ETF vs Vanguard Short-Term Bond Index Fund ETF Shares
Key differences
Both NEAR and BSV are fixed income ETFs. NEAR charges 0.25% a year and BSV 0.03%. The main difference: NEAR follows a active selection strategy; BSV uses index tracking.
- NEAR follows a active selection strategy; BSV uses index tracking.
- BSV costs 0.22% less per year.
- BSV is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NEAR has delivered higher annualized returns.
- BSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | BSV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.03% |
| Fund size (AUM) | $4.6B | $70.4B |
| Since | 2013 | 2007 |
| Dividend yield | 4.47% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +3.7% |
| CAGR 3Y | +5.6% | +4.5% |
| CAGR 5Y | +3.9% | +1.6% |
| Sharpe 3Y | 1.18 | 0.38 |
| Volatility 1Y | 1.37% | 1.79% |
| Max drawdown | -9.61% | -8.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.