Screener
NEAR vs HFSI
iShares Short Duration Bond Active ETF vs Hartford Strategic Income ETF
Key differences
Both NEAR and HFSI are fixed income ETFs. The main difference: Over the last three years, HFSI has delivered higher annualized returns.
- Over the last three years, HFSI has delivered higher annualized returns.
Side-by-side comparison
| NEAR | HFSI | |
|---|---|---|
| Annual cost (TER) | 0.25% | — |
| Fund size (AUM) | $4.6B | — |
| Since | 2013 | — |
| Dividend yield | 4.47% | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +7.9% |
| CAGR 3Y | +5.6% | +8.4% |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 1.18 | 1.04 |
| Volatility 1Y | 1.37% | 3.56% |
| Max drawdown | -9.61% | -19.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.