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SDSI vs NEAR

American Century Short Duration Strategic Income ETF vs iShares Short Duration Bond Active ETF

SDSI

American Century Short Duration Strategic Income ETF

American Century Investments

Annual cost

0.32%

Fund size

$193M

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR costs 0.07% less per year.
  • NEAR is significantly larger than SDSI — 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

SDSINEAR
Annual cost (TER)0.32%0.25%
Fund size (AUM)$193M$4.3B
Since20222013
Dividend yield4.96%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+4.5%
CAGR 3Y+5.7%+5.7%
CAGR 5YN/A+3.9%
Sharpe 3Y0.951.23
Volatility 1Y1.68%1.37%
Max drawdown-1.29%-9.61%

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

Similar to SDSI and NEAR