Screener
NEAR vs SMMU
iShares Short Duration Bond Active ETF vs PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
Key differences
- NEAR costs 0.10% less per year.
- NEAR is significantly larger than SMMU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, NEAR has delivered higher annualized returns.
Side-by-side comparison
| NEAR | SMMU | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $4.3B | $1.1B |
| Since | 2013 | 2010 |
| Dividend yield | 4.48% | 2.79% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +4.0% |
| CAGR 3Y | +5.7% | +3.8% |
| CAGR 5Y | +3.9% | +1.9% |
| Sharpe 3Y | 1.24 | 0.10 |
| Volatility 1Y | 1.37% | 1.03% |
| Max drawdown | -9.61% | -5.09% |
Similar to NEAR and SMMU
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