Screener
NEAR vs MBB
iShares Short Duration Bond Active ETF vs iShares MBS ETF
Key differences
- MBB costs 0.21% less per year.
- MBB is significantly larger than NEAR — larger funds tend to be more liquid and less likely to close.
- NEAR follows a active selection strategy; MBB uses index tracking.
- Over the last 3 years, NEAR has delivered higher annualized returns.
- MBB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | MBB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.04% |
| Fund size (AUM) | $4.3B | $38.3B |
| Since | 2013 | 2007 |
| Dividend yield | 4.48% | 4.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +7.4% |
| CAGR 3Y | +5.6% | +4.1% |
| CAGR 5Y | +3.8% | +0.3% |
| Sharpe 3Y | 1.18 | 0.11 |
| Volatility 1Y | 1.37% | 4.54% |
| Max drawdown | -9.61% | -17.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to NEAR and MBB
Explore further