Screener
SUB vs NEAR
iShares Short-Term National Muni Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
- SUB costs 0.18% less per year.
- SUB follows a index tracking strategy; NEAR uses active selection.
- Over the last 3 years, NEAR has delivered higher annualized returns.
- SUB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SUB | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.25% |
| Fund size (AUM) | $11.1B | $4.3B |
| Since | 2008 | 2013 |
| Dividend yield | 2.48% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.1% | +4.4% |
| CAGR 3Y | +3.0% | +5.6% |
| CAGR 5Y | +1.4% | +3.8% |
| Sharpe 3Y | -0.39 | 1.18 |
| Volatility 1Y | 1.00% | 1.37% |
| Max drawdown | -9.46% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SUB and NEAR
Explore further