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SYFI vs NEAR

AB Short Duration High Yield ETF vs iShares Short Duration Bond Active ETF

SYFI

AB Short Duration High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$895M

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR costs 0.15% less per year.
  • NEAR is significantly larger than SYFI — larger funds tend to be more liquid and less likely to close.
  • SYFI is classified as alternative, while NEAR is fixed income — different risk/return profiles.

Side-by-side comparison

SYFINEAR
Annual cost (TER)0.40%0.25%
Fund size (AUM)$895M$4.3B
Since20112013
Dividend yield6.25%4.48%
Asset classalternativefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.7%+4.5%
CAGR 3YN/A+5.7%
CAGR 5YN/A+3.9%
Sharpe 3YN/A1.23
Volatility 1Y3.20%1.37%
Max drawdown-4.49%-9.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SYFI and NEAR