Skip to content
Beacon
Screener

NEAR vs IGEB

iShares Short Duration Bond Active ETF vs iShares Investment Grade Systematic Bond ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • IGEB costs 0.07% less per year.
  • NEAR is significantly larger than IGEB — larger funds tend to be more liquid and less likely to close.
  • NEAR follows a active selection strategy; IGEB uses index tracking.

Side-by-side comparison

NEARIGEB
Annual cost (TER)0.25%0.18%
Fund size (AUM)$4.3B$1.4B
Since20132017
Dividend yield4.48%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+6.7%
CAGR 3Y+5.7%+6.2%
CAGR 5Y+3.9%+1.3%
Sharpe 3Y1.240.46
Volatility 1Y1.37%4.18%
Max drawdown-9.61%-21.13%

Similar to NEAR and IGEB