Screener
SPLB vs NEAR
State Street SPDR Portfolio Long Term Corporate Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
- SPLB costs 0.21% less per year.
- NEAR is significantly larger than SPLB — larger funds tend to be more liquid and less likely to close.
- SPLB follows a index tracking strategy; NEAR uses active selection.
- Over the last 3 years, NEAR has delivered higher annualized returns.
Side-by-side comparison
| SPLB | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.25% |
| Fund size (AUM) | $1.3B | $4.3B |
| Since | 2009 | 2013 |
| Dividend yield | 5.39% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +9.1% | +4.5% |
| CAGR 3Y | +4.7% | +5.7% |
| CAGR 5Y | -1.5% | +3.9% |
| Sharpe 3Y | 0.15 | 1.23 |
| Volatility 1Y | 8.24% | 1.37% |
| Max drawdown | -34.46% | -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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