NEAR vs. SDCP
Compare and contrast key facts about iShares Short Duration Bond Active ETF (NEAR) and Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP).
NEAR and SDCP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NEAR is an actively managed fund by iShares. It was launched on Sep 25, 2013. SDCP is an actively managed fund by Virtus. It was launched on Nov 15, 2023.
Performance
NEAR vs. SDCP - Performance Comparison
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NEAR vs. SDCP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
NEAR iShares Short Duration Bond Active ETF | 0.16% | 5.90% | 5.09% | 2.06% |
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF | 0.42% | 5.37% | 5.24% | 1.98% |
Returns By Period
In the year-to-date period, NEAR achieves a 0.16% return, which is significantly lower than SDCP's 0.42% return.
NEAR
- 1D
- 0.19%
- 1M
- -0.66%
- YTD
- 0.16%
- 6M
- 1.39%
- 1Y
- 4.52%
- 3Y*
- 5.75%
- 5Y*
- 3.77%
- 10Y*
- 2.83%
SDCP
- 1D
- 0.21%
- 1M
- -0.54%
- YTD
- 0.42%
- 6M
- 1.66%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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NEAR vs. SDCP - Expense Ratio Comparison
NEAR has a 0.25% expense ratio, which is lower than SDCP's 0.35% expense ratio.
Return for Risk
NEAR vs. SDCP — Risk / Return Rank
NEAR
SDCP
NEAR vs. SDCP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short Duration Bond Active ETF (NEAR) and Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP). 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.
| NEAR | SDCP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.41 | 2.43 | -0.02 |
Sortino ratioReturn per unit of downside risk | 3.59 | 3.80 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.58 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.92 | 5.22 | -1.30 |
Martin ratioReturn relative to average drawdown | 15.25 | 17.26 | -2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NEAR | SDCP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 2.43 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.88 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.14 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 2.65 | -1.58 |
Correlation
The correlation between NEAR and SDCP is 0.45, 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.
Dividends
NEAR vs. SDCP - Dividend Comparison
NEAR's dividend yield for the trailing twelve months is around 4.51%, less than SDCP's 5.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAR iShares Short Duration Bond Active ETF | 4.51% | 4.54% | 5.00% | 4.59% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% |
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF | 5.27% | 5.16% | 5.25% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NEAR vs. SDCP - Drawdown Comparison
The maximum NEAR drawdown since its inception was -9.61%, which is greater than SDCP's maximum drawdown of -1.00%. Use the drawdown chart below to compare losses from any high point for NEAR and SDCP.
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Drawdown Indicators
| NEAR | SDCP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.61% | -1.00% | -8.61% |
Max Drawdown (1Y)Largest decline over 1 year | -1.16% | -0.82% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -1.32% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -9.61% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -0.54% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -0.16% | -0.18% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 0.25% | +0.05% |
Volatility
NEAR vs. SDCP - Volatility Comparison
iShares Short Duration Bond Active ETF (NEAR) has a higher volatility of 0.62% compared to Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) at 0.40%. This indicates that NEAR's price experiences larger fluctuations and is considered to be riskier than SDCP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEAR | SDCP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 0.40% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 0.93% | 0.94% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.88% | 1.90% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.32% | 2.10% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.49% | 2.10% | +0.39% |