Screener
SMMU vs NEAR
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund vs iShares Short Duration Bond Active ETF
Key differences
- NEAR costs 0.10% less per year.
- NEAR is significantly larger than SMMU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, NEAR has delivered higher annualized returns.
Side-by-side comparison
| SMMU | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.25% |
| Fund size (AUM) | $1.1B | $4.3B |
| Since | 2010 | 2013 |
| Dividend yield | 2.79% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.0% | +4.5% |
| CAGR 3Y | +3.8% | +5.7% |
| CAGR 5Y | +1.9% | +3.9% |
| Sharpe 3Y | 0.10 | 1.24 |
| Volatility 1Y | 1.03% | 1.37% |
| Max drawdown | -5.09% | -9.61% |
Similar to SMMU and NEAR
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