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NEAR vs CGCB

iShares Short Duration Bond Active ETF vs Capital Group Core Bond ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

Key differences

Both NEAR and CGCB are fixed income ETFs. NEAR charges 0.25% a year and CGCB 0.27%. The main difference: NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARCGCB
Annual cost (TER)0.25%0.27%
Fund size (AUM)$4.6B$5.2B
Since20132023
Dividend yield4.47%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+4.8%
CAGR 3Y+5.6%N/A
CAGR 5Y+3.9%N/A
Sharpe 3Y1.18N/A
Volatility 1Y1.37%3.92%
Max drawdown-9.61%-5.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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