Screener
NEAR vs LGOV
iShares Short Duration Bond Active ETF vs First Trust Long Duration Opportunities ETF
Key differences
Both NEAR and LGOV are fixed income ETFs. NEAR charges 0.25% a year and LGOV 0.49%. The main difference: NEAR follows a active selection strategy; LGOV uses index tracking.
- NEAR follows a active selection strategy; LGOV uses index tracking.
- NEAR costs 0.24% less per year.
- NEAR is much larger than LGOV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NEAR has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | LGOV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.49% |
| Fund size (AUM) | $4.6B | $664M |
| Since | 2013 | 2019 |
| Dividend yield | 4.47% | 4.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +5.5% |
| CAGR 3Y | +5.6% | +2.8% |
| CAGR 5Y | +3.9% | -1.7% |
| Sharpe 3Y | 1.18 | -0.04 |
| Volatility 1Y | 1.37% | 7.02% |
| Max drawdown | -9.61% | -30.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.