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NEAR vs FTMA
iShares Short Duration Bond Active ETF vs Franklin Massachusetts Municipal Inc ETF
Key differences
- NEAR costs 0.10% less per year.
- NEAR is significantly larger than FTMA — larger funds tend to be more liquid and less likely to close.
- NEAR follows a active selection strategy; FTMA uses index tracking.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | FTMA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $4.3B | $273M |
| Since | 2013 | 2018 |
| Dividend yield | 4.48% | 3.15% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | N/A |
| CAGR 3Y | +5.6% | N/A |
| CAGR 5Y | +3.8% | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 1.37% | — |
| Max drawdown | -9.61% | -2.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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