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NEAR vs FTCB

iShares Short Duration Bond Active ETF vs First Trust Core Investment Grade ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

Both NEAR and FTCB are fixed income ETFs. NEAR charges 0.25% a year and FTCB 0.56%. The main difference: NEAR costs 0.31% less per year.

  • NEAR costs 0.31% less per year.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARFTCB
Annual cost (TER)0.25%0.56%
Fund size (AUM)$4.6B$2.5B
Since20132023
Dividend yield4.47%4.90%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+5.7%
CAGR 3Y+5.6%N/A
CAGR 5Y+3.9%N/A
Sharpe 3Y1.18N/A
Volatility 1Y1.37%4.03%
Max drawdown-9.61%-4.99%

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

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