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NEAR vs IWR
iShares Short Duration Bond Active ETF vs iShares Russell Mid-Cap ETF
Key differences
NEAR is a fixed income ETF, while IWR is an equity ETF. NEAR charges 0.25% a year and IWR 0.18%.
- NEAR is a fixed income fund, while IWR is an equity fund. They carry different risk/return profiles.
- NEAR follows a active selection strategy; IWR uses index tracking.
- IWR costs 0.07% less per year.
- IWR is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | IWR | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.18% |
| Fund size (AUM) | $4.6B | $54.8B |
| Since | 2013 | 2001 |
| Dividend yield | 4.47% | 1.16% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.9% | +19.9% |
| CAGR 3Y | +5.6% | +17.8% |
| CAGR 5Y | +3.8% | +7.7% |
| Sharpe 3Y | 1.13 | 0.89 |
| Volatility 1Y | 1.38% | 13.54% |
| Max drawdown | -9.61% | -40.59% |
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