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NEAR vs MEAR

iShares Short Duration Bond Active ETF vs iShares Short Maturity Municipal Bond Active ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • NEAR is significantly larger than MEAR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, NEAR has delivered higher annualized returns.

Side-by-side comparison

NEARMEAR
Annual cost (TER)0.25%0.26%
Fund size (AUM)$4.3B$1.3B
Since20132015
Dividend yield4.48%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+3.3%
CAGR 3Y+5.6%+3.6%
CAGR 5Y+3.8%+2.4%
Sharpe 3Y1.18-0.02
Volatility 1Y1.37%0.86%
Max drawdown-9.61%-2.68%

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

Similar to NEAR and MEAR