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SYSB vs NEAR

iShares Systematic Bond ETF vs iShares Short Duration Bond Active ETF

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

NEAR

iShares Short Duration Bond Active ETF

iShares

Annual cost

0.25%

Fund size

$4.3B

Key differences

  • NEAR is significantly larger than SYSB — larger funds tend to be more liquid and less likely to close.
  • SYSB follows a index tracking strategy; NEAR uses active selection.

Side-by-side comparison

SYSBNEAR
Annual cost (TER)0.25%0.25%
Fund size (AUM)$1.0B$4.3B
Since20152013
Dividend yield4.64%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.7%+4.4%
CAGR 3Y+6.5%+5.6%
CAGR 5Y+1.5%+3.8%
Sharpe 3Y0.661.18
Volatility 1Y3.78%1.37%
Max drawdown-18.47%-9.61%

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

Similar to SYSB and NEAR