Screener
NEAR vs USHY
iShares Short Duration Bond Active ETF vs iShares Broad USD High Yield Corporate Bond ETF
Key differences
Both NEAR and USHY are fixed income ETFs. NEAR charges 0.25% a year and USHY 0.08%. The main difference: NEAR follows a active selection strategy; USHY uses index tracking.
- NEAR follows a active selection strategy; USHY uses index tracking.
- USHY costs 0.17% less per year.
- USHY is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, USHY has delivered higher annualized returns.
Side-by-side comparison
| NEAR | USHY | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.08% |
| Fund size (AUM) | $4.6B | $26.8B |
| Since | 2013 | 2017 |
| Dividend yield | 4.47% | 6.88% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +6.7% |
| CAGR 3Y | +5.6% | +8.9% |
| CAGR 5Y | +3.8% | +4.2% |
| Sharpe 3Y | 1.14 | 0.99 |
| Volatility 1Y | 1.37% | 3.67% |
| Max drawdown | -9.61% | -22.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.