NEAR vs SUSB
iShares Short Duration Bond Active ETF vs iShares ESG Aware 1-5 Year USD Corporate Bond ETF
Which is better, NEAR or SUSB?
Each has led over a different period.
SUSB has a lower expense ratio. NEAR led over 5Y and the full window, SUSB over 1Y and 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | NEAR | SUSB |
|---|---|---|
| Expense Ratio | 0.25% | 0.12%Best |
| AUM | $5.1B | $1.3B |
| Dividend Yield | 4.48% | 4.62% |
| Holdings | 1,878 | 1,589 |
| YTD Return | -2.38% | +0.12%Best |
| 1Y Return | -1.96% | +0.94%Best |
| 3Y Return (annualized) | +3.64% | +5.42%Best |
| 5Y Return (annualized) | +3.09%Best | +2.25% |
| Volatility (annualized) | 1.9%Best | 3.0% |
| Max Drawdown | -9.6%Best | -13.3% |
| $10,000 over 5 years | $11,643Best | $11,177 |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Fixed Income |
| Style | Short Term Bond | Short Term Bond |
| Inception | Sep 25, 2013 | Jul 11, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 18, 2017 to Oct 14, 2026 (9.2 years).
NEAR vs SUSB growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.2 years both funds cover.
NEAR vs SUSB Performance
iShares Short Duration Bond Active ETF (NEAR) is an ETF from iShares by BlackRock (US) and iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) is an ETF from iShares by BlackRock (US). Over the past year NEAR returned -1.96% while SUSB returned +0.94%. Year to date, NEAR is down 2.38% versus a gain of 0.12% for SUSB.
Over three years, NEAR compounded at +3.64% per year against +5.42% for SUSB; over five years the annualized figures are +3.09% and +2.25% respectively. Across the full 9-year window we track, NEAR has the edge at +2.49% annualized vs +1.62%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUSB has been the more volatile fund, with annualized monthly volatility of 3.0% compared with 1.9% for NEAR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.6% for NEAR and -13.3% for SUSB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NEAR charges 0.25% per year while SUSB charges 0.12%. On a $10,000 position that is $25 vs $12 annually, a gap of $13 per year that compounds over a long holding period. On income, NEAR currently yields 4.48% against 4.62% for SUSB.
Holdings Overlap
We hold position weights for 786 holdings in NEAR and 1,338 in SUSB, totalling 48.2% and 84.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 109 positions appear in both.
109 positions in common, counted across the 786 positions we hold weights for in NEAR and 1,338 in SUSB, against full books of 1,878 and 1,589.
Top Shared Holdings
| Stock | Weight in NEAR | Weight in SUSB | Difference |
|---|---|---|---|
| CHCOCH 3.7 11/15/29Cheniere Corpus Christi Holdings Llc 3.7 11/15/2029 | 0.13% | 0.28% | 0.15% |
| MS V4.734 07/18/31Morgan Stanley Private Bank Na 4.73% Jul 18, 2031 | 0.27% | 0.13% | 0.14% |
| EQIX 3.2 11/18/29Equinix, Inc. | 0.14% | 0.26% | 0.12% |
| GS V5.049 07/23/30Goldman Sachs Group Inc/The 5.049 07/23/2030 | 0.32% | 0.03% | 0.29% |
| BAC V5.202 04/25/29Bank Of Amer Crp 5.202 04/25/2029 | 0.17% | 0.14% | 0.03% |
| GS V5.218 04/23/31Goldman Sachs Group Inc/The 5.22 04/23/2031 | 0.17% | 0.13% | 0.04% |
| MS V5.042 07/19/30Morgan Stanley 5.04 2030-07-19 | 0.20% | 0.09% | 0.11% |
| C V3.52 10/27/28Citigroup Inc | 0.19% | 0.09% | 0.10% |
| JPM V4.995 07/22/30Jpmorganchase 4.995% 07/22/2030 | 0.20% | 0.08% | 0.12% |
| GS V6.484 10/24/29GOLDMAN SACHS GROUP INC/THE 6.48% Oct 24, 2029 | 0.17% | 0.11% | 0.06% |
You are not choosing between two funds in isolation.
Whichever of NEAR and SUSB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NEAR or SUSB?
NEAR has an expense ratio of 0.25% while SUSB charges 0.12%. SUSB is the cheaper option, by $13 a year on a $10,000 investment.
Which performed better, NEAR or SUSB?
Over the past year NEAR returned -1.96% vs +0.94% for SUSB, so SUSB leads on 1-year performance. Over the longest common window we track (9 years), NEAR annualized +2.49% vs +1.62% for SUSB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NEAR or SUSB?
SUSB has been the more volatile fund at 3.0% annualized versus 1.9% for NEAR. Worst drawdown: NEAR -9.6% vs SUSB -13.3%.
Should I hold both NEAR and SUSB?
NEAR and SUSB have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, NEAR or SUSB?
NEAR yields 4.48% while SUSB yields 4.62%, so SUSB currently pays the higher dividend yield.
Is SUSB better than NEAR?
SUSB has a lower expense ratio. NEAR led over 5Y and the full window, SUSB over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.