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THRO vs NEAR
iShares U.S. Thematic Rotation Active ETF vs iShares Short Duration Bond Active ETF
Key differences
- NEAR costs 0.32% less per year.
- THRO is classified as equity, while NEAR is fixed income — different risk/return profiles.
- Over the last 3 years, THRO has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| THRO | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.25% |
| Fund size (AUM) | $8.3B | $4.3B |
| Since | 2021 | 2013 |
| Dividend yield | 0.17% | 4.48% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.9% | +4.5% |
| CAGR 3Y | +24.9% | +5.7% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 1.26 | 1.23 |
| Volatility 1Y | 13.11% | 1.37% |
| Max drawdown | -26.55% | -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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