Screener
SHV vs NEAR
iShares 0–1 Year Treasury Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
- SHV costs 0.10% less per year.
- SHV is significantly larger than NEAR — larger funds tend to be more liquid and less likely to close.
- SHV follows a index tracking strategy; NEAR uses active selection.
- SHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHV | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $20.6B | $4.3B |
| Since | 2007 | 2013 |
| Dividend yield | 3.92% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.0% | +4.4% |
| CAGR 3Y | +4.7% | +5.6% |
| CAGR 5Y | +3.3% | +3.8% |
| Sharpe 3Y | 4.33 | 1.18 |
| Volatility 1Y | 0.21% | 1.37% |
| Max drawdown | -0.45% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SHV and NEAR
Explore further