Screener
NEAR vs SHYL
iShares Short Duration Bond Active ETF vs Xtrackers Short Duration High Yield Bond ETF
Key differences
Both NEAR and SHYL are fixed income ETFs. NEAR charges 0.25% a year and SHYL 0.20%. The main difference: NEAR follows a active selection strategy; SHYL uses index tracking.
- NEAR follows a active selection strategy; SHYL uses index tracking.
- NEAR is much larger than SHYL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SHYL has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | SHYL | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $4.6B | $265M |
| Since | 2013 | 2018 |
| Dividend yield | 4.47% | 6.92% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +6.1% |
| CAGR 3Y | +5.6% | +8.5% |
| CAGR 5Y | +3.9% | +4.9% |
| Sharpe 3Y | 1.18 | 1.02 |
| Volatility 1Y | 1.37% | 3.22% |
| Max drawdown | -9.61% | -19.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.