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NUSB vs NEAR

Nuveen Ultra Short Income ETF vs iShares Short Duration Bond Active ETF

NUSB

Nuveen Ultra Short Income ETF

Annual cost

0.17%

Fund size

$157M

NEAR

iShares Short Duration Bond Active ETF

Annual cost

0.25%

Fund size

$4.6B

Key differences

Both NUSB and NEAR are fixed income ETFs. NUSB charges 0.17% a year and NEAR 0.25%. The main difference: NUSB costs 0.08% less per year.

  • NUSB costs 0.08% less per year.
  • NEAR is much larger than NUSB. 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

NUSBNEAR
Annual cost (TER)0.17%0.25%
Fund size (AUM)$157M$4.6B
Since20242013
Dividend yield4.32%4.47%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+4.1%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.9%
Sharpe 3YN/A1.18
Volatility 1Y0.37%1.37%
Max drawdown-0.16%-9.61%

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

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