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NEAR vs IJH
iShares Short Duration Bond Active ETF vs iShares Core S&P Mid-Cap ETF
Key differences
NEAR is a fixed income ETF, while IJH is an equity ETF. NEAR charges 0.25% a year and IJH 0.05%.
- NEAR is a fixed income fund, while IJH is an equity fund. They carry different risk/return profiles.
- NEAR follows a active selection strategy; IJH uses index tracking.
- IJH costs 0.20% less per year.
- IJH is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | IJH | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.05% |
| Fund size (AUM) | $4.6B | $119.2B |
| Since | 2013 | 2000 |
| Dividend yield | 4.47% | 1.19% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +23.7% |
| CAGR 3Y | +5.6% | +17.1% |
| CAGR 5Y | +3.8% | +7.8% |
| Sharpe 3Y | 1.13 | 0.77 |
| Volatility 1Y | 1.38% | 15.64% |
| Max drawdown | -9.61% | -42.18% |
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