Screener
NEAR vs PHYL
iShares Short Duration Bond Active ETF vs PGIM Active High Yield Bond ETF
Key differences
Both NEAR and PHYL are fixed income ETFs. NEAR charges 0.25% a year and PHYL 0.39%. The main difference: NEAR costs 0.14% less per year.
- NEAR costs 0.14% less per year.
- NEAR is much larger than PHYL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PHYL has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | PHYL | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.39% |
| Fund size (AUM) | $4.6B | $1.3B |
| Since | 2013 | 2018 |
| Dividend yield | 4.47% | 7.66% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +7.2% |
| CAGR 3Y | +5.6% | +9.3% |
| CAGR 5Y | +3.9% | +4.1% |
| Sharpe 3Y | 1.18 | 1.18 |
| Volatility 1Y | 1.37% | 3.35% |
| Max drawdown | -9.61% | -22.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.