Screener
NEAR vs IWB
iShares Short Duration Bond Active ETF vs iShares Russell 1000 ETF
Key differences
NEAR is a fixed income ETF, while IWB is an equity ETF. NEAR charges 0.25% a year and IWB 0.15%.
- NEAR is a fixed income fund, while IWB is an equity fund. They carry different risk/return profiles.
- NEAR follows a active selection strategy; IWB uses index tracking.
- IWB costs 0.10% less per year.
- IWB is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWB has delivered higher annualized returns.
- IWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | IWB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $4.6B | $48.9B |
| Since | 2013 | 2000 |
| Dividend yield | 4.47% | 0.91% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +24.3% |
| CAGR 3Y | +5.6% | +22.2% |
| CAGR 5Y | +3.8% | +12.6% |
| Sharpe 3Y | 1.13 | 1.17 |
| Volatility 1Y | 1.38% | 12.22% |
| Max drawdown | -9.61% | -34.60% |
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