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Screener

NEAR vs HYLB

iShares Short Duration Bond Active ETF vs Xtrackers USD High Yield Corporate Bond ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

HYLB

Xtrackers USD High Yield Corporate Bond ETF

Annual cost

0.05%

Fund size

$3.5B

Key differences

Both NEAR and HYLB are fixed income ETFs. NEAR charges 0.25% a year and HYLB 0.05%. The main difference: NEAR follows a active selection strategy; HYLB uses index tracking.

  • NEAR follows a active selection strategy; HYLB uses index tracking.
  • HYLB costs 0.20% less per year.
  • Over the last three years, HYLB has delivered higher annualized returns.

Side-by-side comparison

NEARHYLB
Annual cost (TER)0.25%0.05%
Fund size (AUM)$4.6B$3.5B
Since20132016
Dividend yield4.47%6.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+6.9%
CAGR 3Y+5.6%+9.0%
CAGR 5Y+3.9%+4.1%
Sharpe 3Y1.181.00
Volatility 1Y1.37%3.78%
Max drawdown-9.61%-22.91%

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

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