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NEAR vs GTOH

iShares Short Duration Bond Active ETF vs Invesco Short Duration High Yield ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

GTOH

Invesco Short Duration High Yield ETF

Annual cost

Fund size

Key differences

Both NEAR and GTOH are fixed income ETFs. The main difference: NEAR follows a active selection strategy; GTOH uses index tracking.

  • NEAR follows a active selection strategy; GTOH uses index tracking.
  • Over the last three years, GTOH has delivered higher annualized returns.

Side-by-side comparison

NEARGTOH
Annual cost (TER)0.25%
Fund size (AUM)$4.6B
Since2013
Dividend yield4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+6.8%
CAGR 3Y+5.6%+7.8%
CAGR 5Y+3.8%N/A
Sharpe 3Y1.141.02
Volatility 1Y1.37%3.00%
Max drawdown-9.61%-4.17%

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

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