Screener
NEAR vs CGHM
iShares Short Duration Bond Active ETF vs Capital Group Municipal High-Income ETF
Key differences
- NEAR costs 0.09% less per year.
- NEAR follows a active selection strategy; CGHM uses index tracking.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | CGHM | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.34% |
| Fund size (AUM) | $4.3B | $2.9B |
| Since | 2013 | 2024 |
| Dividend yield | 4.48% | 3.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +8.0% |
| CAGR 3Y | +5.6% | N/A |
| CAGR 5Y | +3.8% | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 1.37% | 3.11% |
| Max drawdown | -9.61% | -5.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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