Screener
USHY vs NEAR
iShares Broad USD High Yield Corporate Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both USHY and NEAR are fixed income ETFs. USHY charges 0.08% a year and NEAR 0.25%. The main difference: USHY follows a index tracking strategy; NEAR uses active selection.
- USHY follows a index tracking strategy; NEAR uses active selection.
- USHY costs 0.17% less per year.
- USHY is much larger than NEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, USHY has delivered higher annualized returns.
Side-by-side comparison
| USHY | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.25% |
| Fund size (AUM) | $26.8B | $4.6B |
| Since | 2017 | 2013 |
| Dividend yield | 6.88% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.7% | +4.1% |
| CAGR 3Y | +8.9% | +5.6% |
| CAGR 5Y | +4.2% | +3.8% |
| Sharpe 3Y | 0.99 | 1.14 |
| Volatility 1Y | 3.67% | 1.37% |
| Max drawdown | -22.44% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.