Screener
NEAR vs SBND
iShares Short Duration Bond Active ETF vs Columbia Short Duration Bond ETF
Key differences
Both NEAR and SBND are fixed income ETFs. NEAR charges 0.25% a year and SBND 0.25%. The main difference: NEAR follows a active selection strategy; SBND uses index tracking.
- NEAR follows a active selection strategy; SBND uses index tracking.
- NEAR is much larger than SBND. Larger funds are usually 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
| NEAR | SBND | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.25% |
| Fund size (AUM) | $4.6B | $215M |
| Since | 2013 | 2021 |
| Dividend yield | 4.47% | 4.51% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +5.1% |
| CAGR 3Y | +5.6% | +6.0% |
| CAGR 5Y | +3.8% | N/A |
| Sharpe 3Y | 1.14 | 0.73 |
| Volatility 1Y | 1.37% | 2.43% |
| Max drawdown | -9.61% | -10.53% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.