Screener
NEAR vs SPTI
iShares Short Duration Bond Active ETF vs State Street SPDR Portfolio Intermediate Term Treasury ETF
Key differences
Both NEAR and SPTI are fixed income ETFs. NEAR charges 0.25% a year and SPTI 0.03%. The main difference: NEAR follows a active selection strategy; SPTI uses index tracking.
- NEAR follows a active selection strategy; SPTI uses index tracking.
- SPTI costs 0.22% less per year.
- Over the last three years, NEAR has delivered higher annualized returns.
- SPTI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | SPTI | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.03% |
| Fund size (AUM) | $4.6B | $10.2B |
| Since | 2013 | 2007 |
| Dividend yield | 4.47% | 3.84% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +3.6% |
| CAGR 3Y | +5.6% | +3.3% |
| CAGR 5Y | +3.8% | +0.1% |
| Sharpe 3Y | 1.14 | -0.04 |
| Volatility 1Y | 1.37% | 3.34% |
| Max drawdown | -9.61% | -16.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.