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NEAR vs MUB
iShares Short Duration Bond Active ETF vs iShares National Muni Bond ETF
Key differences
- MUB costs 0.20% less per year.
- MUB is significantly larger than NEAR — larger funds tend to be more liquid and less likely to close.
- NEAR follows a active selection strategy; MUB uses index tracking.
- Over the last 3 years, NEAR has delivered higher annualized returns.
- MUB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | MUB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.05% |
| Fund size (AUM) | $4.3B | $43.7B |
| Since | 2013 | 2007 |
| Dividend yield | 4.48% | 3.17% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +5.7% |
| CAGR 3Y | +5.6% | +2.9% |
| CAGR 5Y | +3.8% | +0.8% |
| Sharpe 3Y | 1.18 | -0.14 |
| Volatility 1Y | 1.37% | 2.91% |
| Max drawdown | -9.61% | -13.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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