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NEAR vs SCUB

iShares Short Duration Bond Active ETF vs Sterling Capital Ultra Short Bond ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

Key differences

  • NEAR is significantly larger than SCUB — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

NEARSCUB
Annual cost (TER)0.25%0.30%
Fund size (AUM)$4.3B$25M
Since20132012
Dividend yield4.48%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%N/A
CAGR 3Y+5.6%N/A
CAGR 5Y+3.8%N/A
Sharpe 3Y1.18N/A
Volatility 1Y1.37%
Max drawdown-9.61%-0.16%

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

Similar to NEAR and SCUB