Screener
TOTL vs NEAR
State Street DoubleLine Total Return Tactical ETF vs iShares Short Duration Bond Active ETF
Key differences
Both TOTL and NEAR are fixed income ETFs. TOTL charges 0.55% a year and NEAR 0.25%. The main difference: NEAR costs 0.30% less per year.
- NEAR costs 0.30% less per year.
- Over the last three years, NEAR has delivered higher annualized returns.
Side-by-side comparison
| TOTL | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $4.2B | $4.6B |
| Since | 2015 | 2013 |
| Dividend yield | 5.27% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +4.1% |
| CAGR 3Y | +4.6% | +5.6% |
| CAGR 5Y | +0.7% | +3.9% |
| Sharpe 3Y | 0.20 | 1.18 |
| Volatility 1Y | 3.43% | 1.37% |
| Max drawdown | -16.47% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.