Screener
SPBO vs NEAR
State Street SPDR Portfolio Corporate Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
- SPBO costs 0.22% less per year.
- SPBO covers global markets; NEAR covers north america.
- SPBO follows a index tracking strategy; NEAR uses active selection.
Side-by-side comparison
| SPBO | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.25% |
| Fund size (AUM) | $2.0B | $4.3B |
| Since | 2011 | 2013 |
| Dividend yield | 5.12% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.2% | +4.5% |
| CAGR 3Y | +5.7% | +5.7% |
| CAGR 5Y | +0.9% | +3.9% |
| Sharpe 3Y | 0.36 | 1.23 |
| Volatility 1Y | 4.45% | 1.37% |
| Max drawdown | -22.04% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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