Skip to content
Beacon
Screener

NEAR vs SYFI

iShares Short Duration Bond Active ETF vs AB Short Duration High Yield ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

SYFI

AB Short Duration High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$895M

Key differences

  • NEAR costs 0.15% less per year.
  • NEAR is significantly larger than SYFI — larger funds tend to be more liquid and less likely to close.
  • NEAR is classified as fixed income, while SYFI is alternative — different risk/return profiles.

Side-by-side comparison

NEARSYFI
Annual cost (TER)0.25%0.40%
Fund size (AUM)$4.3B$895M
Since20132011
Dividend yield4.48%6.25%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+7.7%
CAGR 3Y+5.7%N/A
CAGR 5Y+3.9%N/A
Sharpe 3Y1.23N/A
Volatility 1Y1.37%3.20%
Max drawdown-9.61%-4.49%

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

Similar to NEAR and SYFI