Screener
REM vs NEAR
iShares Mortgage Real Estate Capped ETF vs iShares Short Duration Bond Active ETF
Key differences
- NEAR costs 0.23% less per year.
- NEAR is significantly larger than REM — larger funds tend to be more liquid and less likely to close.
- REM is classified as equity, while NEAR is fixed income — different risk/return profiles.
- REM follows a index tracking strategy; NEAR uses active selection.
- Over the last 3 years, REM has delivered higher annualized returns.
- REM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REM | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.25% |
| Fund size (AUM) | $580M | $4.3B |
| Since | 2007 | 2013 |
| Dividend yield | 8.60% | 4.48% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.8% | +4.5% |
| CAGR 3Y | +10.6% | +5.7% |
| CAGR 5Y | -1.5% | +3.9% |
| Sharpe 3Y | 0.42 | 1.23 |
| Volatility 1Y | 16.89% | 1.37% |
| Max drawdown | -68.52% | -9.61% |
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