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NEAR vs PULS

iShares Short Duration Bond Active ETF vs PGIM Ultra Short Bond ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

PULS

PGIM Ultra Short Bond ETF

Annual cost

0.15%

Fund size

$15.7B

Key differences

  • PULS costs 0.10% less per year.
  • PULS is significantly larger than NEAR — larger funds tend to be more liquid and less likely to close.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARPULS
Annual cost (TER)0.25%0.15%
Fund size (AUM)$4.3B$15.7B
Since20132018
Dividend yield4.48%5.02%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+4.8%
CAGR 3Y+5.7%+5.6%
CAGR 5Y+3.9%+4.1%
Sharpe 3Y1.243.80
Volatility 1Y1.37%0.42%
Max drawdown-9.61%-5.85%

Similar to NEAR and PULS