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NEAR vs TXXI

iShares Short Duration Bond Active ETF vs BondBloxx IR+M Tax-Aware Intermediate Duration ETF

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

TXXI

BondBloxx IR+M Tax-Aware Intermediate Duration ETF

Annual cost

0.35%

Fund size

$31M

Key differences

Both NEAR and TXXI are fixed income ETFs. NEAR charges 0.25% a year and TXXI 0.35%. The main difference: NEAR costs 0.10% less per year.

  • NEAR costs 0.10% less per year.
  • NEAR is much larger than TXXI. Larger funds are usually more liquid and less likely to close.
  • NEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NEARTXXI
Annual cost (TER)0.25%0.35%
Fund size (AUM)$4.6B$31M
Since20132025
Dividend yield4.47%3.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+6.5%
CAGR 3Y+5.6%N/A
CAGR 5Y+3.9%N/A
Sharpe 3Y1.18N/A
Volatility 1Y1.37%2.83%
Max drawdown-9.61%-3.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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