Screener
NEAR vs FHYS
iShares Short Duration Bond Active ETF vs Federated Hermes Short Duration High Yield ETF
Key differences
Both NEAR and FHYS are fixed income ETFs. NEAR charges 0.25% a year and FHYS 0.50%. The main difference: NEAR follows a active selection strategy; FHYS uses multi strategy.
- NEAR follows a active selection strategy; FHYS uses multi strategy.
- NEAR costs 0.25% less per year.
- NEAR is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FHYS has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | FHYS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $4.6B | $51M |
| Since | 2013 | 2021 |
| Dividend yield | 4.47% | 5.78% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +4.1% | +6.3% |
| CAGR 3Y | +5.6% | +7.9% |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 1.18 | 1.20 |
| Volatility 1Y | 1.37% | 2.70% |
| Max drawdown | -9.61% | -11.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.