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NEAR vs SYSB

iShares Short Duration Bond Active ETF vs iShares Systematic Bond ETF

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

Key differences

  • NEAR is significantly larger than SYSB — larger funds tend to be more liquid and less likely to close.
  • NEAR follows a active selection strategy; SYSB uses index tracking.

Side-by-side comparison

NEARSYSB
Annual cost (TER)0.25%0.25%
Fund size (AUM)$4.3B$1.0B
Since20132015
Dividend yield4.48%4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+5.7%
CAGR 3Y+5.6%+6.5%
CAGR 5Y+3.8%+1.5%
Sharpe 3Y1.180.66
Volatility 1Y1.37%3.78%
Max drawdown-9.61%-18.47%

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

Similar to NEAR and SYSB