Screener
VGUS vs NEAR
Vanguard Ultra-Short Treasury ETF vs iShares Short Duration Bond Active ETF
Key differences
Both VGUS and NEAR are fixed income ETFs. VGUS charges 0.07% a year and NEAR 0.25%. The main difference: VGUS follows a index tracking strategy; NEAR uses active selection.
- VGUS follows a index tracking strategy; NEAR uses active selection.
- VGUS costs 0.18% less per year.
- NEAR is much larger than VGUS. Larger funds are usually more liquid and less likely to close.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VGUS | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.25% |
| Fund size (AUM) | $986M | $4.6B |
| Since | 2025 | 2013 |
| Dividend yield | 3.62% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.9% | +4.1% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | 0.33% | 1.37% |
| Max drawdown | -0.07% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.