Screener
TYA vs NEAR
Simplify Intermediate Term Treasury Futures Strategy ETF vs iShares Short Duration Bond Active ETF
Key differences
Both TYA and NEAR are fixed income ETFs. TYA charges 0.25% a year and NEAR 0.25%. The main difference: NEAR is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- NEAR is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NEAR has delivered higher annualized returns.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TYA | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.25% |
| Fund size (AUM) | $72M | $4.6B |
| Since | 2021 | 2013 |
| Dividend yield | 3.83% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +1.5% | +4.1% |
| CAGR 3Y | -1.7% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | -0.22 | 1.18 |
| Volatility 1Y | 12.64% | 1.37% |
| Max drawdown | -51.15% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.