NEAR vs. VWINX
NEAR (iShares Short Duration Bond Active ETF) and VWINX (Vanguard Wellesley Income Fund Investor Shares) are both funds - NEAR is a Short-Term Bond fund actively managed by iShares, while VWINX is a Diversified Portfolio fund actively managed by Vanguard. Both are actively managed. Over the past 10 years, NEAR returned 2.86%/yr vs 5.80%/yr for VWINX. At a 0.21 correlation, their price movements are largely independent. NEAR charges 0.25%/yr vs 0.22%/yr for VWINX.
Performance
NEAR vs. VWINX - Performance Comparison
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Returns By Period
In the year-to-date period, NEAR achieves a 0.96% return, which is significantly lower than VWINX's 3.75% return. Over the past 10 years, NEAR has underperformed VWINX with an annualized return of 2.86%, while VWINX has yielded a comparatively higher 5.80% annualized return.
NEAR
- 1D
- 0.01%
- 1M
- 0.14%
- YTD
- 0.96%
- 6M
- 0.94%
- 1Y
- 3.75%
- 3Y*
- 5.58%
- 5Y*
- 3.91%
- 10Y*
- 2.86%
VWINX
- 1D
- 0.08%
- 1M
- 0.30%
- YTD
- 3.75%
- 6M
- 3.22%
- 1Y
- 9.60%
- 3Y*
- 8.70%
- 5Y*
- 4.18%
- 10Y*
- 5.80%
NEAR vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEAR iShares Short Duration Bond Active ETF | 0.96% | 5.90% | 5.09% | 7.42% | 0.41% | 0.32% | 1.39% | 3.55% | 1.71% | 1.41% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 3.75% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
Correlation
The correlation between NEAR and VWINX is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2013 | 0.21 |
Over the past year, NEAR and VWINX have become more correlated (0.53) than their long-term average of 0.21, meaning their price movements have been converging.
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Return for Risk
NEAR vs. VWINX — Risk / Return Rank
NEAR
VWINX
NEAR vs. VWINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short Duration Bond Active ETF (NEAR) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NEAR | VWINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.34 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 2.31 | +1.01 |
| Martin ratioReturn relative to average drawdown | 15.05 | 8.66 | +6.39 |
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Drawdowns
NEAR vs. VWINX - Drawdown Comparison
The maximum NEAR drawdown since its inception was -9.61%, smaller than the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for NEAR and VWINX.
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Drawdown Indicators
| NEAR | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.61% | -21.72% | +12.11% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | -4.16% | +3.03% |
Max Drawdown (3Y)Largest decline over 3 years | -1.16% | -6.98% | +5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -1.32% | -15.30% | +13.98% |
Max Drawdown (10Y)Largest decline over 10 years | -9.61% | -17.43% | +7.82% |
Current DrawdownCurrent decline from peak | 0.00% | -0.01% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -0.16% | -2.63% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 1.11% | -0.86% |
Volatility
NEAR vs. VWINX - Volatility Comparison
The current volatility for iShares Short Duration Bond Active ETF (NEAR) is 0.49%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 1.55%. This indicates that NEAR experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEAR | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.49% | 1.55% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.06% | 3.93% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.38% | 5.17% | -3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.35% | 6.99% | -5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.50% | 6.92% | -4.42% |
NEAR vs. VWINX - Expense Ratio Comparison
NEAR has a 0.25% expense ratio, which is higher than VWINX's 0.22% 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%.
Dividends
NEAR vs. VWINX - Dividend Comparison
NEAR's dividend yield for the trailing twelve months is around 4.43%, less than VWINX's 7.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAR iShares Short Duration Bond Active ETF | 4.43% | 4.54% | 5.00% | 4.59% | 1.78% | 0.76% | 1.53% | 2.69% | 2.25% | 1.52% | 1.07% | 0.85% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.75% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Frequently Asked Questions
NEAR and VWINX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VWINX has higher volatility (1.55%) compared to NEAR (0.49%). In terms of maximum drawdown, NEAR dropped -9.61% vs VWINX's -21.72%.
NEAR currently has the higher Sharpe Ratio (2.73 vs 1.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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