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NEAR vs LMUB

iShares Short Duration Bond Active ETF vs iShares Long-Term National Muni Bd ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

LMUB

iShares Long-Term National Muni Bd ETF

iShares

Annual cost

0.09%

Fund size

$1.5B

Key differences

  • LMUB costs 0.16% less per year.
  • NEAR follows a active selection strategy; LMUB uses index tracking.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARLMUB
Annual cost (TER)0.25%0.09%
Fund size (AUM)$4.3B$1.5B
Since20132025
Dividend yield4.48%3.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+6.8%
CAGR 3Y+5.6%N/A
CAGR 5Y+3.8%N/A
Sharpe 3Y1.18N/A
Volatility 1Y1.37%4.20%
Max drawdown-9.61%-5.51%

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

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