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NEAR vs SPIB

iShares Short Duration Bond Active ETF vs State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$11.0B

Key differences

  • SPIB costs 0.21% less per year.
  • NEAR follows a active selection strategy; SPIB uses index tracking.

Side-by-side comparison

NEARSPIB
Annual cost (TER)0.25%0.04%
Fund size (AUM)$4.3B$11.0B
Since20132009
Dividend yield4.48%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+5.8%
CAGR 3Y+5.7%+5.8%
CAGR 5Y+3.9%+1.9%
Sharpe 3Y1.230.58
Volatility 1Y1.37%2.85%
Max drawdown-9.61%-14.94%

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

Similar to NEAR and SPIB