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NEAR vs KORP

iShares Short Duration Bond Active ETF vs American Century Diversified Corporate Bond ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

KORP

American Century Diversified Corporate Bond ETF

American Century Investments

Annual cost

0.29%

Fund size

$799M

Key differences

  • NEAR is significantly larger than KORP — larger funds tend to be more liquid and less likely to close.
  • NEAR covers north america markets; KORP covers global.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARKORP
Annual cost (TER)0.25%0.29%
Fund size (AUM)$4.3B$799M
Since20132018
Dividend yield4.48%5.13%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+4.4%+7.2%
CAGR 3Y+5.6%+5.5%
CAGR 5Y+3.8%+1.7%
Sharpe 3Y1.180.37
Volatility 1Y1.37%4.47%
Max drawdown-9.61%-14.90%

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

Similar to NEAR and KORP