Screener
NEAR vs IGBH
iShares Short Duration Bond Active ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Key differences
Both NEAR and IGBH are fixed income ETFs. NEAR charges 0.25% a year and IGBH 0.14%. The main difference: NEAR follows a active selection strategy; IGBH uses index tracking.
- NEAR follows a active selection strategy; IGBH uses index tracking.
- IGBH costs 0.11% less per year.
- NEAR is much larger than IGBH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGBH has delivered higher annualized returns.
Side-by-side comparison
| NEAR | IGBH | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.14% |
| Fund size (AUM) | $4.6B | $189M |
| Since | 2013 | 2015 |
| Dividend yield | 4.47% | 5.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +9.0% |
| CAGR 3Y | +5.6% | +9.1% |
| CAGR 5Y | +3.9% | +5.5% |
| Sharpe 3Y | 1.18 | 1.07 |
| Volatility 1Y | 1.37% | 4.04% |
| Max drawdown | -9.61% | -33.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.