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NEAR vs CGSD

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

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

CGSD

Capital Group Short Duration Income ETF

Capital Group

Annual cost

0.25%

Fund size

$2.2B

Key differences

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

Side-by-side comparison

NEARCGSD
Annual cost (TER)0.25%0.25%
Fund size (AUM)$4.3B$2.2B
Since20132022
Dividend yield4.48%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+4.4%
CAGR 3Y+5.6%+5.0%
CAGR 5Y+3.8%N/A
Sharpe 3Y1.180.70
Volatility 1Y1.37%1.46%
Max drawdown-9.61%-1.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NEAR and CGSD