Screener
SHYG vs NEAR
iShares 0-5 Year High Yield Corporate Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both SHYG and NEAR are fixed income ETFs. SHYG charges 0.30% a year and NEAR 0.25%. The main difference: SHYG follows a index tracking strategy; NEAR uses active selection.
- SHYG follows a index tracking strategy; NEAR uses active selection.
- Over the last three years, SHYG has delivered higher annualized returns.
Side-by-side comparison
| SHYG | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $7.6B | $4.6B |
| Since | 2013 | 2013 |
| Dividend yield | 6.99% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +4.1% |
| CAGR 3Y | +8.0% | +5.6% |
| CAGR 5Y | +4.8% | +3.8% |
| Sharpe 3Y | 0.97 | 1.14 |
| Volatility 1Y | 3.18% | 1.37% |
| Max drawdown | -19.27% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.