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NEAR vs MFLX

iShares Short Duration Bond Active ETF vs First Trust Flexible Municipal High Income ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

MFLX

First Trust Flexible Municipal High Income ETF

Annual cost

0.75%

Fund size

$19M

Key differences

Both NEAR and MFLX are fixed income ETFs. NEAR charges 0.25% a year and MFLX 0.75%. The main difference: NEAR costs 0.50% less per year.

  • NEAR costs 0.50% less per year.
  • NEAR is much larger than MFLX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NEARMFLX
Annual cost (TER)0.25%0.75%
Fund size (AUM)$4.6B$19M
Since20132016
Dividend yield4.47%4.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+9.2%
CAGR 3Y+5.6%+5.7%
CAGR 5Y+3.9%+0.0%
Sharpe 3Y1.180.25
Volatility 1Y1.37%4.07%
Max drawdown-9.61%-26.76%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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