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SCCR vs NEAR

Schwab Core Bond ETF vs iShares Short Duration Bond Active ETF

SCCR

Schwab Core Bond ETF

Schwab ETFs

Annual cost

0.16%

Fund size

$1.4B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • SCCR costs 0.09% less per year.
  • NEAR is significantly larger than SCCR — larger funds tend to be 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

SCCRNEAR
Annual cost (TER)0.16%0.25%
Fund size (AUM)$1.4B$4.3B
Since20252013
Dividend yield4.47%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.3%+4.4%
CAGR 3YN/A+5.6%
CAGR 5YN/A+3.8%
Sharpe 3YN/A1.18
Volatility 1Y3.84%1.37%
Max drawdown-2.81%-9.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCCR and NEAR