Screener
NEAR vs SPLB
iShares Short Duration Bond Active ETF vs State Street SPDR Portfolio Long Term Corporate Bond ETF
Key differences
- SPLB costs 0.21% less per year.
- NEAR is significantly larger than SPLB — larger funds tend to be more liquid and less likely to close.
- NEAR follows a active selection strategy; SPLB uses index tracking.
- Over the last 3 years, NEAR has delivered higher annualized returns.
Side-by-side comparison
| NEAR | SPLB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.04% |
| Fund size (AUM) | $4.3B | $1.3B |
| Since | 2013 | 2009 |
| Dividend yield | 4.48% | 5.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +9.1% |
| CAGR 3Y | +5.7% | +4.7% |
| CAGR 5Y | +3.9% | -1.5% |
| Sharpe 3Y | 1.23 | 0.15 |
| Volatility 1Y | 1.37% | 8.24% |
| Max drawdown | -9.61% | -34.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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