Screener
NEAR vs FSMB
iShares Short Duration Bond Active ETF vs First Trust Short Duration Managed Municipal ETF
Key differences
Both NEAR and FSMB are fixed income ETFs. NEAR charges 0.25% a year and FSMB 0.34%. The main difference: NEAR costs 0.09% less per year.
- NEAR costs 0.09% less per year.
- NEAR is much larger than FSMB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NEAR has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | FSMB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.34% |
| Fund size (AUM) | $4.6B | $611M |
| Since | 2013 | 2018 |
| Dividend yield | 4.47% | 3.15% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +4.0% |
| CAGR 3Y | +5.6% | +3.5% |
| CAGR 5Y | +3.9% | +1.5% |
| Sharpe 3Y | 1.18 | -0.03 |
| Volatility 1Y | 1.37% | 1.40% |
| Max drawdown | -9.61% | -6.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.