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NEAR vs SLQD

iShares Short Duration Bond Active ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.3B

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

Annual cost

0.06%

Fund size

$2.3B

Key differences

  • SLQD costs 0.19% less per year.
  • NEAR follows a active selection strategy; SLQD uses index tracking.

Side-by-side comparison

NEARSLQD
Annual cost (TER)0.25%0.06%
Fund size (AUM)$4.3B$2.3B
Since20132013
Dividend yield4.48%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+4.8%
CAGR 3Y+5.7%+5.4%
CAGR 5Y+3.9%+2.6%
Sharpe 3Y1.240.87
Volatility 1Y1.37%1.49%
Max drawdown-9.61%-12.69%

Similar to NEAR and SLQD