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NEAR vs ISTB

iShares Short Duration Bond Active ETF vs iShares Core 1-5 Year USD Bond ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

Key differences

  • ISTB costs 0.19% less per year.
  • NEAR follows a active selection strategy; ISTB uses index tracking.

Side-by-side comparison

NEARISTB
Annual cost (TER)0.25%0.06%
Fund size (AUM)$4.3B$4.7B
Since20132012
Dividend yield4.48%4.20%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+4.4%
CAGR 3Y+5.6%+4.7%
CAGR 5Y+3.8%+1.8%
Sharpe 3Y1.180.47
Volatility 1Y1.37%1.77%
Max drawdown-9.61%-9.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NEAR and ISTB