NEAR vs. USFR
Compare and contrast key facts about iShares Short Maturity Bond ETF (NEAR) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
NEAR and USFR 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. USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEAR or USFR.
Correlation
The correlation between NEAR and USFR is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
NEAR vs. USFR - Performance Comparison
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Key characteristics
NEAR:
1.36%
USFR:
0.30%
NEAR:
-0.10%
USFR:
0.00%
NEAR:
-0.06%
USFR:
0.00%
Returns By Period
NEAR
N/A
N/A
N/A
N/A
N/A
N/A
USFR
N/A
N/A
N/A
N/A
N/A
N/A
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NEAR vs. USFR - Expense Ratio Comparison
NEAR has a 0.25% expense ratio, which is higher than USFR's 0.15% expense ratio. However, 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
NEAR vs. USFR — Risk-Adjusted Performance Rank
NEAR
USFR
NEAR vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short Maturity Bond ETF (NEAR) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). 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.
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Dividends
NEAR vs. USFR - Dividend Comparison
NEAR's dividend yield for the trailing twelve months is around 4.90%, more than USFR's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAR iShares Short Maturity Bond ETF | 4.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NEAR vs. USFR - Drawdown Comparison
The maximum NEAR drawdown since its inception was -0.10%, which is greater than USFR's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for NEAR and USFR. For additional features, visit the drawdowns tool.
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Volatility
NEAR vs. USFR - Volatility Comparison
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