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NEAR vs IGSB

iShares Short Duration Bond Active ETF vs iShares 1-5 Year Investment Grade Corporate Bond ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$21.9B

Key differences

  • IGSB costs 0.21% less per year.
  • IGSB is significantly larger than NEAR — larger funds tend to be more liquid and less likely to close.
  • NEAR follows a active selection strategy; IGSB uses index tracking.
  • IGSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARIGSB
Annual cost (TER)0.25%0.04%
Fund size (AUM)$4.3B$21.9B
Since20132007
Dividend yield4.48%4.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+4.9%
CAGR 3Y+5.7%+5.7%
CAGR 5Y+3.9%+2.5%
Sharpe 3Y1.240.83
Volatility 1Y1.37%1.93%
Max drawdown-9.61%-13.38%

Similar to NEAR and IGSB