AVSF vs. NEAR
Compare and contrast key facts about Avantis Short-Term Fixed Income ETF (AVSF) and iShares Short Maturity Bond ETF (NEAR).
AVSF and NEAR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVSF is an actively managed fund by American Century Investments. It was launched on Oct 15, 2020. NEAR is an actively managed fund by iShares. It was launched on Sep 25, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSF or NEAR.
Correlation
The correlation between AVSF and NEAR is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVSF vs. NEAR - Performance Comparison
Key characteristics
AVSF:
1.89
NEAR:
3.00
AVSF:
2.82
NEAR:
4.40
AVSF:
1.36
NEAR:
1.61
AVSF:
1.82
NEAR:
6.63
AVSF:
7.57
NEAR:
17.95
AVSF:
0.54%
NEAR:
0.28%
AVSF:
2.15%
NEAR:
1.69%
AVSF:
-8.85%
NEAR:
-9.60%
AVSF:
-0.66%
NEAR:
-0.04%
Returns By Period
In the year-to-date period, AVSF achieves a 0.13% return, which is significantly higher than NEAR's 0.12% return.
AVSF
0.13%
0.37%
1.86%
4.08%
N/A
N/A
NEAR
0.12%
0.56%
2.70%
5.07%
2.89%
2.34%
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AVSF vs. NEAR - Expense Ratio Comparison
AVSF has a 0.15% expense ratio, which is lower than NEAR's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVSF vs. NEAR — Risk-Adjusted Performance Rank
AVSF
NEAR
AVSF vs. NEAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Short-Term Fixed Income ETF (AVSF) and iShares Short Maturity Bond ETF (NEAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AVSF vs. NEAR - Dividend Comparison
AVSF's dividend yield for the trailing twelve months is around 4.33%, less than NEAR's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVSF Avantis Short-Term Fixed Income ETF | 4.33% | 4.34% | 3.93% | 1.79% | 0.47% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NEAR iShares Short Maturity Bond ETF | 5.00% | 5.00% | 4.58% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% | 0.85% |
Drawdowns
AVSF vs. NEAR - Drawdown Comparison
The maximum AVSF drawdown since its inception was -8.85%, smaller than the maximum NEAR drawdown of -9.60%. Use the drawdown chart below to compare losses from any high point for AVSF and NEAR. For additional features, visit the drawdowns tool.
Volatility
AVSF vs. NEAR - Volatility Comparison
Avantis Short-Term Fixed Income ETF (AVSF) has a higher volatility of 0.69% compared to iShares Short Maturity Bond ETF (NEAR) at 0.56%. This indicates that AVSF's price experiences larger fluctuations and is considered to be riskier than NEAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.