Screener
NEAR vs HYDW
iShares Short Duration Bond Active ETF vs Xtrackers Low Beta High Yield Bond ETF
Key differences
Both NEAR and HYDW are fixed income ETFs. NEAR charges 0.25% a year and HYDW 0.20%. The main difference: NEAR follows a active selection strategy; HYDW uses index tracking.
- NEAR follows a active selection strategy; HYDW uses index tracking.
- NEAR is much larger than HYDW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYDW has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | HYDW | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $4.6B | $66M |
| Since | 2013 | 2018 |
| Dividend yield | 4.47% | 5.59% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +5.3% |
| CAGR 3Y | +5.6% | +6.9% |
| CAGR 5Y | +3.8% | +3.6% |
| Sharpe 3Y | 1.14 | 0.74 |
| Volatility 1Y | 1.37% | 2.95% |
| Max drawdown | -9.61% | -17.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.