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NEAR vs SPSB

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

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$10.1B

Key differences

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

Side-by-side comparison

NEARSPSB
Annual cost (TER)0.25%0.04%
Fund size (AUM)$4.3B$10.1B
Since20132009
Dividend yield4.48%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+4.6%
CAGR 3Y+5.7%+5.3%
CAGR 5Y+3.9%+2.7%
Sharpe 3Y1.231.00
Volatility 1Y1.37%1.32%
Max drawdown-9.61%-11.75%

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

Similar to NEAR and SPSB