Screener
PHYL vs NEAR
PGIM Active High Yield Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both PHYL and NEAR are fixed income ETFs. PHYL charges 0.39% a year and NEAR 0.25%. The main difference: NEAR costs 0.14% less per year.
- NEAR costs 0.14% less per year.
- NEAR is much larger than PHYL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PHYL has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHYL | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $1.3B | $4.6B |
| Since | 2018 | 2013 |
| Dividend yield | 7.66% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.2% | +4.1% |
| CAGR 3Y | +9.3% | +5.6% |
| CAGR 5Y | +4.1% | +3.9% |
| Sharpe 3Y | 1.18 | 1.18 |
| Volatility 1Y | 3.35% | 1.37% |
| Max drawdown | -22.07% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.