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NEAR vs SCCR

iShares Short Duration Bond Active ETF vs Schwab Core Bond ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

SCCR

Schwab Core Bond ETF

Schwab ETFs

Annual cost

0.16%

Fund size

$1.4B

Key differences

  • SCCR costs 0.09% less per year.
  • NEAR is significantly larger than SCCR — 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

NEARSCCR
Annual cost (TER)0.25%0.16%
Fund size (AUM)$4.3B$1.4B
Since20132025
Dividend yield4.48%4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%+6.3%
CAGR 3Y+5.6%N/A
CAGR 5Y+3.8%N/A
Sharpe 3Y1.18N/A
Volatility 1Y1.37%3.84%
Max drawdown-9.61%-2.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NEAR and SCCR